Finance Co - Ordinator

The candidate will have responsibilities across the following functions:

Payroll Tax Compliance and Reporting:

• Support prompt and accurate payroll tax filings, deposits, funding, and recurring tax reporting for applicable jurisdictions.
• Review quarterly and year-end payroll tax reports for balance, completeness, and compliance readiness.
• Research and support implementation of new or changing state, local, speciality, and Puerto Rico tax requirements where assigned.

Tax Account Administration:

• Apply for, maintain, and update federal, state, and local payroll tax accounts as business needs require.
• Enter, review, and validate state unemployment insurance rates and other payroll tax rate updates.
• Maintain tax registrations, local tax setup, reciprocity setup, and jurisdictional tax data in payroll and vendor systems.

Tax Notices, Amendments and Agency Resolution:

• Research, track, and resolve payroll tax notices, penalties, discrepancies, and agency inquiries.
• Prepare and support payroll tax amendments, corrections, and documentation required by tax agencies or vendors.
• Coordinate with ADP, UKG, Paychex, tax agencies, and internal stakeholders to resolve issues and document outcomes.

Employee Tax Support and W-2 Administration:

• Respond to employee tax inquiries involving withholding, local taxes, W-2s, reciprocity, lock letters, and worksite taxation.
• Process W-2 corrections and support employee access to W-2 resources as needed.
• Research employee tax setup discrepancies and support assigned tax or benefit refund requests.

Reconciliation, Audit Support and Data Integrity:

• Research variances between payroll deductions, tax funding, filings, vendor records, and agency balances.
• Provide payroll tax reports and documentation for audits, compliance reviews, income tax apportionment, and finance requests.
• Support reconciliation activities and identify data flow, mapping, or system setup issues impacting tax or W-2 accuracy.

Process Documentation and Continuous Improvement:

• Maintain payroll tax procedures, checklists, SOPs, and supporting documentation for recurring tax processes.
• Escalate recurring gaps, manual-process risks, and reporting needs that could improve compliance monitoring.
• Support system testing, tax mapping validation, and process improvement efforts related to payroll tax operations.

Core Competencies:

• Payroll Tax Compliance Knowledge: Applies federal, state, local, and speciality tax rules accurately.
• Attention to Detail: Reviews tax data carefully to prevent errors.
• Analytical Problem Solving: Identifies root causes and recommends corrections.
• Reconciliation & Data Accuracy: Resolves variances across payroll, vendor, and agency records.
• Deadline Management: Meets recurring filing, funding, and reporting deadlines.
• Agency & Vendor Communication: Communicates clearly to resolve tax issues.
• Employee Service Orientation: Supports employee tax questions professionally.
• Collaboration: Partners across Payroll, HR, Finance, IT, and vendors.
• Process Improvement Mindset: Identifies gaps and recommends improvements.
• Confidentiality & Compliance Judgment: Protects sensitive data and escalates appropriately.

Requirements:

• 2-4 years of payroll tax experience, preferably in a multi-state payroll environment.
• Working knowledge of federal, state, and local payroll tax requirements.
• Experience with payroll tax vendor platforms and payroll systems such as ADP SmartCompliance, UKG, GP, Paychex, or similar systems.
• Intermediate to advanced Microsoft Excel skills and proficiency with Microsoft Office applications.
• Strong research, reconciliation, analytical, documentation, and communication skills.
• Ability to manage multiple priorities and meet recurring tax deadlines in a high-volume environment.
• Experience with tax notices, amendments, W-2 corrections, unemployment tax administration, local tax compliance, and garnishment-related tax matters preferred.