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Associate Seasonal Tax Specialist

2 months ago

Cincinnati, United States Paycor Full time

Job Summary

The Associate Seasonal Tax Specialist is responsible for the accurate preparation of tax returns and payment coupons for clients utilizing the Tax filing service. Essential Duties and Responsibilities Processing tax packets, which includes preparation of quarterly and annual tax returns.* Prepare tax returns using BNA, Paycor software and agency websites which requires understanding total wages, taxable wages, exempt wages, etc. This includes transferring numbers such as tax IDs, period start and end dates, SSNs and wages. Responsible for preparing and mailing monthly packets and ensuring that they are printed, logged and sent out to clients using the assigned delivery method. This includes confirming the shipment and delivery of tax documents to tax agencies. Maintain up to date knowledge of multi-state and local tax forms and reporting requirements* Responsible for resolving tax discrepancies Update client information including account numbers, changes and similar data.* Prepare client communication to close accounts with tax agencies Balancing and sending of tax agency electronic files* Organize and maintain all of the reference documents based on agency rules and regulations. Work with both Notices and Amended group as well as Taxing Authorities on an as-needed basis Other duties as assigned *Indicates essential job functions. Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Strong math aptitude  Strong interpersonal, communications and organizational skills Familiar with Windows Office Basic understanding of creating and maintaining PDF forms is extremely helpful Leading the way with best-in-class benefits Take Care of Each Other is one of our Guiding Principles and it’s something we actively pursue through the benefits we offer. We are dedicated to delivering a great personal and professional experience with exceptional benefits to support your wellbeing and the wellbeing of your family. Highlights include: A flexible virtual-first work philosophy An initial equity award in Restricted Stock Units (RSUs) for all new Associates and on-going award opportunities to participate in the value created through Paycor's growth 401(k) with $.65 match for every dollar contributed up to 6% of eligible pay Generous paid time off in addition to 10 paid holidays (including YOUR Holiday to celebrate a day or holiday you hold special) Three medical plan options – including a $0 cost option and travel & lodging support to ensure access to medical care Paid leave for birth parents, non-birth parents, elder caregivers, and military support Sabbatical opportunities for tenured Associates Employee Stock Purchase Plan, which enables you to buy PYCR stock at a 15% discount Inclusive and accessible Employee Assistance Program (EAP) to help with everyday challenges