Tax Consultant II

ADP is hiring a Tax Consultant II.

• Are you ready to join a company offering career advancement opportunities throughout your career journey?
• Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
• Are you looking for an inclusive environment with a culture of collaboration and belonging?

If so, this may be an opportunity for you. Read on and decide for yourself.

In this position you will be responsible for the successful delivery of Tax Account Management Services. Ensures employment tax filing and payment obligations are met in compliance with PEO requirements, federal, state and local regulations. Manages the integration of employer tax accounts into the co-employment relationship. Analyze employer tax accounts and consultant with clients regarding tax account status, business changes, filing discrepancies, documents and critical data gaps. Serves as the authorized representative between clients and taxing authorities. Research and resolve employment tax related matters. Ensure tax accounts maintain a good standing status with taxing authorities. Provides support and guidance to clients, regions, taxing authorities, business partners and third-party administrators regarding PEO reporting and employment tax matters.

Ready to #MakeYourMark? Apply now!

WHAT YOU'LL DO: Responsibilities

What you can expect on a typical day:

• Analyze client tax accounts during the implementation process. Ensure employer tax accounts are accurately and timely integrated into PEO tax services.
• Collaborate with clients, tax authorities, and ADP Business partners to manage client tax accounts.
• Consult with clients and provide direction on critical data and document gaps, effective filing status, business changes, and outstanding tax discrepancies to ensure compliance with employer tax filing requirements.
• Apply industry and product knowledge to implement, guide, and support client tax account set ups and changes in compliance with PEO requirements, tax regulations, ADP polices, and client expectations.
• Serve as the authorized employment tax representative between clients and taxing authorities.
• Research and resolve employment tax filing discrepancies and respond to agency inquiries.
• Provide clients or designated agents with tax account support to resolve prior to services account discrepancies.
• Lead account management efforts to ensure accurate and timely employment tax filings and payments.
• Thoroughly research and resolve complex escalated tax account matters to reduce additional liability and meet service requirements.
• Manage maintenance reports to proactively identify and resolve discrepancies prior to submission of tax returns.
• Provide internal and external clients with support and guidance on escalated employment tax matters.
• Monitor tax cases to ensure commitments, deadlines and service requirements are met.
• Assist with managing the day-to-day operations including quality assurance reporting and activities.
• Analyze results and provide recommendations to improve results.
• Partner with Manager to identify and develop training and development plans to address knowledge and performance gaps.
• Assist with training and mentoring of associates.
• Provide feedback and recommendation on associate performance.
• Manage tax projects as assigned.
• Complete and assist with tax rate protests, abatements, account reconciliations and audits.
• Use industry knowledge to identify required actions to resolve account discrepancies.
• Partner with internal processing groups to ensure system transaction meet agency mandates.
• Ensure client business changes are accurately applied to tax accounts in compliance with agency regulations.
• Keep up with changing employment tax laws and explain implications to clients.
• Identify and act on opportunities to reduce employment tax liabilities (i.e. voluntary contributions, tax credits, exemptions, etc.) as outlined in services. Calculate and communicate the impact of additional employment socialized costs, surcharges, and other added liability.
• Partner with agencies to ensure that tax accounts meet all employment tax obligations and remain in good standing.
• Actively participate in tax projects and special tasks as assigned.
• Communicate account IDs, rates, status and regulatory changes to internal and external clients as required.
• Provide third party administrators with tax account data and responses as outlined in service level agreements to ensure accurate and timely filings and support.
• Assist with identifying changes that drive efficiency for tax account management and enhance the client service experience.
• Maintain POAs, tax documents, and employer /agency responses in compliance with agency requirements.
• Coordinate with internal departments to ensure timely processing of government forms.
• Performs other related duties as assigned.

TO SUCCEED IN THIS ROLE: Qualifications Required

• Strong familiarity with analyzing IRS Records of Account (ROAs) and related IRS transcripts.
• Working knowledge of Federal Forms 940, 941, and 941-X, including amendment processes.
• Experience managing and tracking work through a case management system.
• Proven account reconciliation experience, including identifying discrepancies, researching variances, and ensuring accurate financial reporting.
• Background in Accounting, Finance, Tax, Payroll, or a related field.
• Strong analytical and problem-solving skills with the ability to interpret tax and financial data