Manager, Payroll Tax (32826) in Southlake, Texas at GI Alliance

Description

GENERAL SUMMARY

The Payroll Tax Manager is responsible for overseeing all payroll tax activities for The Speciality Alliance and its affiliates. This role ensures compliance with federal, state, and local payroll tax regulations, including accurate tax withholding, reporting, reconciliations, filings, and remittances. The Payroll Tax Manager serves as the subject matter expert for payroll taxation and works closely with Payroll, Finance, Human Resources, third-party vendors, and government agencies to ensure payroll tax compliance and the timely resolution of tax-related issues. The Payroll Tax Manager will also support acquisitions, integrations, and organizational changes by ensuring payroll tax requirements are properly established and maintained across all affiliates.

ESSENTIAL JOB FUNCTION/COMPETENCIES

The responsibilities and duties described in this job description are intended to provide a general overview of the position. Duties may vary depending on the specific needs of the affiliate or location you are working at and/or state requirements. Responsibilities include but are not limited to:

§ Manage all payroll tax activities for The Speciality Alliance and affiliated entities.

§ Ensure compliance with all federal, state, and local payroll tax regulations, including income tax withholding, unemployment taxes, and other employment-related tax requirements.

§ Oversee the accurate and timely filing of federal, state, and local payroll tax returns, including Forms 941, 940, W-2, W-3, and applicable state and local filings.

§ Review and reconcile payroll tax balances, liabilities, and tax accounts on a regular basis.

§ Monitor payroll tax deposits and filings completed by payroll vendors to ensure accuracy and compliance.

§ Research, analyze, and resolve payroll tax discrepancies, notices, amendments, and agency inquiries.

§ Serve as the primary point of contact for payroll tax matters with federal, state, and local tax agencies.

§ Manage year-end payroll tax reporting processes, including W-2 production, reconciliation, and distribution.

§ Coordinate and oversee payroll tax registrations, account setup, closures, and maintenance for newly acquired affiliates and business locations.

§ Lead payroll tax aspects of mergers, acquisitions, divestitures, and organizational restructuring initiatives.

§ Ensure proper taxation of employee earnings, benefits, taxable fringe benefits, relocation expenses, and other compensation programs.

§ Review and validate tax treatment related to retirement plans, equity compensation, bonuses, supplemental wages, and other specialized payroll transactions.

§ Partner with Payroll, Finance, and HR teams to ensure payroll tax compliance in system configurations and payroll processes.

§ Collaborate with payroll vendors and internal stakeholders to implement payroll tax updates, regulatory changes, and system enhancements.

§ Maintain documentation of payroll tax procedures, controls, and compliance activities.

§ Monitor legislative and regulatory changes impacting payroll taxation and recommend process changes as necessary.

§ Support internal and external audits by providing payroll tax records, reconciliations, and supporting documentation.

§ Develop and maintain payroll tax controls to ensure data integrity and compliance.

§ Assist with tax-related reporting requests, financial audits, workers' compensation audits, and other compliance initiatives.

§ Provide training and guidance to payroll personnel and affiliate teams on payroll tax compliance and best practices.

§ Analyze payroll tax trends and identify opportunities for process improvements, automation, and risk mitigation.

§ Work with Finance to reconcile payroll tax liabilities and support general ledger reporting.

§ Partner with HR, Payroll, and Finance teams to ensure accurate employee work and tax locations are maintained.

§ Oversee tax compliance related to remote employees, multistate payrolls, and local tax jurisdictions.

§ Manage third-party vendor relationships related to payroll tax filing and compliance services.

§ Performs other position-related duties as assigned.

§ Employees shall adhere to high standards of ethical conduct and will comply with and assist in complying with all applicable laws and regulations. This will include and not be limited to the Code of Conduct and all Specialty Alliance and Affiliated Practice policies and procedures; maintaining the confidentiality of patients' protected health information in compliance with the Health Insurance Portability and Accountability Act (HIPAA); immediately reporting any suspected concerns and/or violations to a supervisor and/or the Compliance Department; and the timely completion of Annual Compliance Training.

Qualifications

CERTIFICATIONS, LICENSURES OR REGISTRY REQUIREMENTS

§ Certified Payroll Professional (CPP) certification preferred.

§ Fundamental Payroll Certification (FPC), Certified Public Accountant (CPA), or other relevant tax certification preferred.

KNOWLEDGE | SKILLS | ABILITIES

§ Advanced knowledge of federal, state, and local payroll tax laws and regulations.

§ Strong understanding of payroll tax reporting, reconciliation, and filing requirements.

§ Knowledge of multistate payroll tax compliance and local tax jurisdictions.

§ Strong analytical and problem-solving skills with attention to detail.

§ Ability to research and interpret tax regulations and apply findings to payroll operations.

§ Excellent communication and interpersonal skills.

§ Ability to manage multiple priorities and meet strict filing deadlines.

§ Experience working with payroll vendors and tax filing services.

§ Strong organizational and project management skills.

§ Ability to handle confidential information with discretion and professionalism.

§ Proficiency with payroll systems, HRIS platforms, and Microsoft Excel.

EDUCATION REQUIREMENTS

§ High School diploma or equivalent required.

§ Bachelor's degree in Accounting, Finance, Business Administration, Taxation, or a related field preferred.

EXPERIENCE REQUIREMENTS

§ Minimum of 5 years of payroll tax experience, with at least 2 years in a lead, supervisory, or managerial role.

§ Experience managing payroll tax compliance for a multi-state organization required.

§ Experience with mergers, acquisitions, and payroll tax registrations highly preferred.

§ Experience with payroll software and HRIS systems, including Paylocity, Workday, UKG, or similar platforms preferred.

§ Experience working directly with federal, state, and local tax agencies preferred.

REQUIRED TRAVEL

§ Occasional travel to affiliate locations, conferences, or vendor meetings as needed.

PHYSICAL DEMANDS

Carrying Weight Frequency

1-25 lbs. Frequent from 34% to 66%

26-50 lbs. Occasionally from 2% to 33%

Pushing/Pulling Frequency

1-25 lbs. Seldom, up to 2%

100 + lbs. Seldom, up to 2%

Lifting - Height, Weight Frequency

Floor to Chest, 1 -25 lbs. Occasional: from 2% to 33%

Floor to Chest, 26-50 lbs. Seldom: up to 2%

Floor to Waist, 1-25 lbs. Occasional: from 2% to 33%

Floor to Waist, 26-50 lbs. Seldom: up to 2%

EMPLOYEE STATEMENT OF UNDERSTANDING

To perform this job successfully, an individual must be able to perform each of the essential job functions satisfactorily. The requirements listed above are representative of the knowledge, skills, minimum education, training, licensure, experience and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Employees will be responsible for maintaining the job specific core competencies in the essential job functions and the related competency checklists, where applicable, defining department specific needs.

I have read and understand the job description for my position. I am able to perform all of the essential functions of this position.

I understand that I am responsible for other duties as assigned.

I understand that my job description does not create a contract of employment or alter the at-will nature of my employment.

I agree to comply with the corporate compliance policy and all laws, rules, regulations and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violation of the law, or the standards of conduct, to my immediate supervisor.