Payroll and Tax Specialist

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Job description

Prestigious financial services firm needs an experienced Payroll and Tax Specialist.

Our client is a privately owned and independent asset management firm providing comprehensive investment management, wealth planning, and family office services. They are a stable firm with a strong culture and a collaborative work environment offering a hybrid work schedule, industry-leading benefits including free medical, dental and vision coverage for employees, and a generous profit-sharing plan to support your retirement.

Responsibilities will include payroll processing through ADP Workforce NOW, maintaining time keeping records, reviewing payroll and payroll reports for accuracy, reconciling of weekly and quarterly wage and tax reports, and maintaining accurate set up and tax filings federally, as well as in multiple states and jurisdictions. This is a client facing role in a collaborative, fast-paced environment where things change very quickly.

Primary Responsibilities:

Perform pay data entry using ADP Workforce NOW. Implement, maintain, and review payroll processing systems to ensure timely and accurate processing of payroll transactions. Work with federal and state agencies to setup new client payroll accounts. Work with ADP's implementation staff to setup new client payroll accounts. Produce payroll reports using ADP Workforce NOW. Process WC/SDI insurance payments and annual audits through internal cash system. Respond and resolve payroll questions and discrepancies in a professional, accurate and timely manner while delivering quality client service. Reconcile client payroll reports using Microsoft Excel. Reconcile ADP quarterly tax returns. Maintain client files within internal electronic filings system. Ensure compliance with federal, state, and local payroll, wage, and hour laws and best practices. Assist with year-end payroll activities including W-2 processing. Perform other duties as assigned.

Qualifications:

Bachelor's degree in accounting or payroll preferred.

APA Certification preferred.

3-5 years of knowledge of payroll processing and tax filing/depositing process.

Advanced knowledge with ADP Workforce NOW.

Understanding of how to import time through the ADP Time and Attendance System.

Must be able to perform payroll entries, federal and state tax principles, wage and hour laws for both corporate and household type entities in multiple states.

Must be able to reconcile Federal and State payroll tax returns.

Understanding of state workers compensation and disability laws.

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