Overview:
The Payroll Tax Analyst is responsible for the accuracy, compliance, and integrity of payroll tax across all FullBloom entities and jurisdictions. This role owns tax reconciliation and reporting, registrations and agency authorizations, and notice resolution. The Analyst also partners with Finance, Legal, HR, and Payroll on M&A diligence and on the payroll tax setup, testing, and go live of newly acquired or transitioned businesses.
Responsibilities:
Responsibilities
M&A Diligence and Integration
- Participate in payroll tax due diligence for proposed acquisitions and business transitions, including review of the target's tax registrations, filing history, open notices and assessments, and potential liabilities.
- Assess payroll tax exposure and successor liability, including SUI experience rate and wage base transfer, and communicate findings and recommendations to Finance, Legal, and HR leadership.
- Develop payroll tax integration plans and timelines for acquired or transitioned entities, covering jurisdictions, registrations, agency notifications, and filing responsibilities.
Payroll Tax Setup, Testing, and Go Live
- Establish and validate payroll tax configuration in UKG Pro for new entities, including FEINs, state and local jurisdictions, SIT and SUI accounts and rates, and PFML and other employer programs.
- Design and execute testing, including tax calculation validation and parallel payroll comparison, to confirm withholding and employer taxes calculate and report accurately before go live.
- Confirm go live readiness by verifying that registrations, agency account numbers, and TPA authorizations are in place before the first payroll.
- Audit the first payroll cycles and first quarter filings after go live, resolve variances, and maintain setup documentation for each entity.
Tax Balancing and Reconciliation
- Own quarterly tax balancing, including Wage Summary to Tax Liability Grand Total and Form 941 reconciliation.
- Own annual tax reconciliation and year end preparation for Forms W-2 and W-3.
- Verify WC, SUI, and PFML rate updates each quarter in accordance with the Quarter End checklist.
- Partner with the team to process prior quarter adjustments, amended returns (Form 941-X), and Forms W-2c.
Registrations, Authorizations, and Account Maintenance
- Resolve Applied For and missing tax ID statuses and complete outstanding SIT and SUI registrations.
- Maintain current TPA authorizations across SUI and PFML jurisdictions.
- Manage POA filings and renewals across entities.
- Close dormant entity tax accounts with the appropriate agencies.
Notices, Audits, and Research
- Own the agency notice backlog, including federal and state notices, assessments, and audits, through to resolution.
- Maintain a notice tracker and manage UKG to ensure timely, accurate research and agency responses.
- Research and resolve complex employee withholding tax matters, including multi state and reciprocity situations.
Qualifications:
Qualifications
- Bachelor's degree in accounting, human resources, or business preferred, or equivalent experience.
- 3 – 5 years of progressive payroll tax experience, including multi state withholding, SUI, and PFML.
- Experience resolving agency notices, registrations, and amended filings.
- Experience with M&A diligence, entity integration, or new entity payroll tax setup preferred.
- Working knowledge of UKG Pro (UltiPro), Payment Services and payroll tax reconciliation (Forms 941, W-2, W-2c).
- Resourceful and self directed, with the ability to research complex tax matters with a sense of urgency and see them through to resolution independently.
- Strong analytical, research, project management, and written communication skills.
- Ability to manage multiple deadlines and maintain confidentiality of sensitive transaction information.
- Ability to work additional hours during quarter end, year end, and go live periods as needed, with overtime approved in advance.
- CPP or FPC certification preferred.
Posted Min Pay Rate:
USD $25.00/Hr.
Posted Max Pay Rate:
USD $26.92/Hr.