Tax Filing Analyst
UKG (Ultimate Kronos Group)
Company Overview
With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we’re only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.
At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.
Here, we know that you’re more than your work. That’s why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose — a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you’re passionate about our purpose — people —then we can’t wait to support whatever gives you purpose. We’re united by purpose, inspired by you.
UKG is seeking a customer focused and highly energetic individual to join our Payroll Services Team. Payroll Services strives to deliver exceptional quality service while providing accurate and timely tax payments and filing. As part of the Payroll Services Tax Team, the Tax Analyst works within a team of professionals to ensure tax payments and filings are completed accurately and according to required deadlines. The Tax Analyst will assist with case management, responding promptly to client and partner inquires and concerns, and driving effective resolution and client satisfaction. Candidates must be able to work onsite a minimum of 3 days/week at a UKG office location.
Duties and Responsibilities:
+ Complete daily balancing and reconciliation of tax liabilities between payroll and tax systems.
+ Generate daily payments for tax liabilities managed in Mastertax, ensuring timely submission to the bank and agencies.
+ Conduct quarterly/annual balancing and reconciliation of tax liabilities to MasterTax liabilities and payments.
+ File assigned quarterly and annual tax returns and electronic media, generated from Mastertax software, in accordance with agency specific guidelines.
+ Prepare and communicate quarterly tax variance and refund information to clients.
+ Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations and reporting agent authorizations.
+ Research tax notices submitted by clients for assigned agencies and communicate effectively with clients to resolve.
+ Assist with review of client tax amendment requests and generation of return as needed.
+ Ensure compliance and accuracy while maintaining up-to-date knowledge of tax issues related to Federal, State and Local tax compliance.
+ Manage Salesforce cases in a timely manner, addressing any concerns and maintaining effective communication with clients and partners.
+ Assist with reconciliation and entry of new client balances against documentation and preparation of correspondence to assist new clients with transition.
+ Research problems and out of balance situations. Interact with Payroll Services staff and other internal departments, as applicable, to answer questions and resolve issues.
+ Support Tax Compliance team with testing of new system releases and client communications
+ Assist with analytical review of client tax variances and drive ongoing improvements with system development and client education
+ Support education of clients and Payroll Services team representatives with tax related questions.
+ Manage multiple competing priorities with tight deadlines in a fast paced, ever-changing environment.
+ Manage projects in an organized, proactive, and independent manner to meet all required time frames and commitments.
+ Participate in initiatives to improve Payroll Services Tax processes and rollout new technology internally.
+ Work on stretch assignments and other duties as assigned
Basic Qualifications:
+ 1-2+ years’ USA payroll and multi-state and/or local tax filing experience
+ Experience with Microsoft Office applications with emphasis on Excel
+ Ability to troubleshoot for simple to moderate problems with tools and software the team uses regularly
Preferred Qualifications:
+ Bachelor’s degree in Business, Accounting, Finance, Computer Science or a related field or equivalent work experience
+ Experience working directly with customers using various communication methods including phone, email, MS Teams/Zoom and PowerPoint
+ Previous experience with Mastertax or similar tax processing software
+ American Payroll Association certification (CPP or FPC)
+ Highly collaborative and strong problem-solving skills
+ Self-starter with minimal supervision
+ Excellent oral and written communication skills
+ Excellent customer service skills
+ Ability to exercise judgment within broadly defined practices in selecting methods and techniques for obtaining solutions
Where we’re going
UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it’s our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow!
Equal Opportunity Employer
Ultimate Kronos Group is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will receive considerations for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.
View The EEO Know Your Rights poster (https:www.eeoc.gov/sites/default/files/2022-10/EEOC\_KnowYourRights\_screen\_reader\_10\_20.pdf) and its supplement. (https:www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm)
View the Pay Transparency Nondiscrimination Provision (https:www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)
UKG participates in E-Verify. View the E-Verify posters here (https:www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf) .
Disability Accommodation
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com .
The pay range for this position is $55,400 to $79,650, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG’s comprehensive benefits can be reviewed on our careers site at https:www.ukg.com/careers (https:www.ukg.com/careers)
It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.
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