CSIG Holding Company

  • Payroll Tax Specialist

  • Overview

    Under direct supervision of the Director of Accounting, the Payroll Tax Specialist is responsible for providing effective day-to-day management of the payroll tax process (ASO and PEO) for our clients.  This includes but is not limited to tax funding, tax reconciliation, review and analysis of tax notices, processing EFT Credits to the banks, W-2/W3 and W-2c/W3c processing, tax return filings, and tax return amendments.


    Required Experience for a Payroll Tax Specialist:

    • Bachelor’s Degree in Accounting or Business Administration and 2-4 years of payroll tax or state and local tax experience preferred
    • Experience in MasterTax, HRP/Prism and/or UltraTax is a plus but not required
    • Strong analytical skills, organizational skills, and ability to manage multiple priorities
    • Highly effective verbal and written communication with external clients, internal management, and personnel at all levels
    • Ability to speak with taxing authorities
    • Strong attention to detail with a customer service focus
    • Thorough understanding of current payroll tax laws and regulations, including multi-state experience
    • Good understanding of current corporate and partnership tax laws and regulations
    • Be resourceful and results oriented; driven to achieve goals and objectives
    • Excellent time management skills
    • Proficient in Microsoft Word, Outlook, Excel and other common business software
    • Work well under various demanding situations and with multiple departments 

    Primary Responsibilities of a Payroll Tax Specialist:

    • Submission of timely, accurate tax deposits and reports, and remain in compliance with all employment tax laws
    • Interacts with various federal, state, and local taxing agencies regarding compliance with regulatory guidelines as well as resolving issues
    • Prepares daily federal tax deposit including processing reports, preparing check requests and tax coupons, coding check requests for the general ledger, filing paperwork, and performing electronic payment submissions
    • Prepares state and local income tax deposits for all states with various filing requirements including processing reports, preparing check requests and tax coupons, coding check requests for the general ledger, filing paperwork and ensuring deposits are mailed and submitted electronically in a timely manner
    • Assists with partnership and corporate tax return filings, including multi-state apportionment
    • Ensures accurate payment and general ledger coding of all check or ACH payments for state unemployment taxes and all client accounts in states requiring client level reporting
    • Prepares all returns for state income tax, state unemployment tax, and various local taxes
    • Assists in all year-end processing and reporting, including W-2s and W-2Cs
    • Verifies that tax reports and payments from MasterTax program reconcile with HRP/Prism system
    • File amended returns as needed to correct state income and unemployment taxes
    • Works with the Implementation team with new or terminated clients
    • Researches client FEIN issues and corrections due to erroneous information being given/entered into HRP/Prism

    Serving is our Business

    CommonSail Investment Group is privately owned and operated, based in Brighton. Our philosophy of making the most out of every minute of every day, is infused throughout our operations. In fact, our passion for what we do is noticeable in everything we do. We serve and support our businesses with a unique shared services model that allows them to focus on their core business by centralizing all other necessary business functions including: Employee Experience, Financial, Implementation, Legal, Marketing, Operations, Performance, Project Management, Research, Strategy and Technology.


    Not Just Making Every Day Great. Making Every Minute Great. There are 1,440 minutes in every single day. We aspire to make each one of them an exceptional moment. This philosophy is supported by our 6 powerful, yet simple pillars: Dream Big, Have Courage, Take Initiative, Be Accountable, Give Back & Enjoy it. We strive to fulfill the aspirational yet unattainable goal of creating the absolute best experience with every person, in every interaction, every minute of every day.


    It begins with empowering our employees. Every employee, at every level of the company, is expected to perform like a leader. Everyone is encouraged and expected to put the needs of each other above everything else. No one here just “does their job” The mission is to create the absolute best experiences. This emphasis on putting people first has helped us successfully grow for the right reasons.


    We have developed an environment that attracts dreamers, adventurers, creators, givers and believers to seek career opportunities with us. We find people who believe that true happiness is only found in the service of others. We want high-performers with diverse skill-sets and big hearts. We treat each other as family and find that close collaboration creates the biggest ideas.


    We have comprehensive benefit packages that include health, dental, vision, 401(k), income protection, and extraordinary work-life benefits. 


    If you love serving others, and are looking for an opportunity to thrive, CommonSail Investment Group and our businesses is your destination. 


    This classification description is intended to indicate the general kinds of tasks and levels of work difficulty that are required of positions given this title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be.  It is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of the employees under her/his supervision.  The use of a particular expression or illustration describing duties shall not exclude other duties not mentioned that are of a similar kind or level of difficulty.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    Need help finding the right job?

    We can recommend jobs specifically for you! Click here to get started.