Document Processing Specialist - Tax

Overview

The Tax Specialist is responsible for successfully supporting the functions that fall under the Tax Account Management Services umbrella, focusing on the intake and scanning of incoming mail. Role requirements include the overall support function for employment tax filings and payment obligations under the federal, state, and local PEO regulations and requirements.

• Manages the intake of mail: sorting, scanning and distribution. Determine the type of notice to receive and place in correct workflow for resolution.
• Research and resolve employment tax related matters
• Manages the integration of employer tax accounts into the co-employment relationship.
• Analyze employer tax accounts and consult 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.
• Provide support and guidance to clients, regions, taxing authorities, business partners and third party administrators regarding PEO reporting and employment tax matters.
• 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 setups and changes in compliance with PEO requirements, tax regulations, ADP policies, and client expectations.
• Monitor tax cases to ensure commitments, deadlines and service requirements are met.
• Assist with managing 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 recommendations on associate performance.
• Manage tax projects as assigned, including but not limited to special reporting.

Required Qualifications

• One to three years of directly related experience
• Strong analytical skills and attention to detail
• Ability to work independently and as part of a team
• Ability to think and respond quickly to client facing situations
• Prior payroll experience
• Prior Customer Service experience

Bonuses Points for These:
Preferred Qualifications

• Some college or Bachelor’s degree
• High-level tax knowledge
• Basic knowledge of payroll tax principles and wage and hour laws
• Strong verbal and written communication skills
• Ability to analyze and resolve problems through effective customer interface and communication
• Must be able to work under time constraints to ensure that deadlines are met
• Excellent and professional customer service skills
• Strong organizational, process, documentation, and research skills
• Proficient in MS Office applications, especially Word and Excel
• Proficient in using PC
• Consultative skills

We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We ve received recognition for our work by many esteemed organizations.

Learn more at ADP Awards and Recognition.

ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Learn more about ADP’s culture and our full set of values.