Senior Tax Specialist in Mesa, Arizona at Acumen LLC

ROLE AND ESSENTIAL FUNCTIONS

The Senior Tax Specialist is responsible for ensuring accurate and timely deposits and preparation of returns for all filing jurisdictions for acumen fiscal agent, a high volume, multi-state fiscal agent and its customers

• Research tax regulations, develop tax filing and payment strategies, and train staff on standard policies and procedures
• Responsible for the timely deposits and filings for federal, state and local tax liabilities for all jurisdictions where Acumen Fiscal Agent and its clients do business
• Examines all payroll records to ensure proper recording of tax transactions and compliance with applicable laws
• Completes monthly, quarterly, and annual tax reconciliations as appropriate to ensure accurate filings. May be required to perform audits more frequently depending on jurisdiction
• Performs W-2 reconciliations and processes corrections as required
• Apply for Acumen Fiscal Agent authorization to act as an appointed agent for federal and state tax liabilities
• Investigates and resolves tax notices, penalties and questionnaire requests
• Interact with Accounting and Payroll Departments to identify and resolve variances
• Maintains up to date employer files within the company’s electronic records management system
• Communicates effectively
• Performs other job-related duties as assigned
• ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly

QUALIFICATIONS

• Bachelor’s degree in business related field
• 4+ Years’ experience in multi-state payroll/taxes and knowledge of domestic employer filing requirements
• Advanced knowledge of payroll, employment taxation and accounting required
• Ability to read and interpret complex federal, state and local policies, legislative briefs, regulations and other written documentation as it pertains to tax compliance and filing matters
• Excellent analytical, technical and tax accounting/technology skills with knowledge of generally accepted accounting principles (GAAP), tax compliance and corporate consolidated returns
• Accuracy and the ability to handle responsibility with limited supervision
• Demonstrated excellent organizational skills with attention to detail, time management, task oriented, good interpersonal skills, patience, perseverance and follow-through
• Advanced level computer skills, including Microsoft Word, Excel and e-mail proficiency
• Ability to work effectively with other internal and external departments and customers
• Proficient in and has a good understanding of relational databases
• Excellent customer service skills.

COMMUNICATION SKILLS

• Excellent communication and relationship skills with all stakeholders, including clients, state entities, and colleagues
• Ability to effectively and respectfully interact with client base that has varying levels of ability, educational backgrounds, authority, and ethnicities
• Ability to maintain confidentiality
• Ability to speak in public, including trainings
• Ability to communicate effectively with diverse internal and external customers to accomplish a task or reach an understanding diplomatically and respectfully

RESPONSIBILITIES AS A TEAM MEMBER

• Takes personal responsibility for actions. This is demonstrated through owning problems, problem solving and not projecting problems or failures to others or the "system" if not warranted
• Demonstrates excellence in work standards, is tenacious in completing tasks
• Able to effectively problem solve and make decisions. To include resolving crisis situations and developing resolutions between parties
• Works well with other team members and departments
• Demonstrates the ability to interact and cooperate using respectful relations in order to efficiently accomplish mutual goals and assignments
• Requests support from team with ample time to accommodate the support request in order to meet deadlines
• Ensures effectiveness in processes to achieve/seek best practice

EQUIPMENT NORMALLY USED

• Telephone and headset, computer, multiple screens, copier, scanning system, printer, postage machine, calculator, and fax machines
• May use other office equipment as needed

PHYSICAL AND MENTAL DEMANDS

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, with or without accommodation

• Must be able to sit for extended periods of time entering data into multiple system
• Regularly required to use their fingers, hands, arms, and eyes to input data and fold and/or cut paper
• May be required to answer the phone as well as respond to team members and internal customers