Tax Treasury Deposit Specialist II

Job Description

Job Description

Description :

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce.

The company has become one of the fastest-growing HCM software providers worldwide by offering an intuitive, easy-to-use product suite that helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

While traditional HR and payroll providers automate basic HR processes such as payroll and benefits administration, Paylocity goes further by developing tools that HR and businesses need to compete for talent and deliver against the expectations of the modern workforce.

We give our employees what they need to succeed, including great benefits and perks! We offer medical, dental, vision, life, disability, and a 401(k) match, as well as perks that support you, your family, and your finances.

And if it’s career development you desire, we provide that, too! At Paylocity, people matter most and have always been at the heart of our business.

When you feel like you belong, work is no longer work it's personal. At Paylocity, we believe better employees lead to better companies.

Workplaces and cultures that care will build the future, and at Paylocity, we’re doing just that. Join us as we change the future and transform your career!

There are jobs and then there are careers . Since 1997, Paylocity has been hiring talented people, giving them big challenges, and providing the right resources to help them succeed.

Our award-winning culture ensures all employees feel truly welcome, appreciated, and free to be themselves. While other companies talk about it, we make it happen.

Join Paylocity and launch your career!

Position Overview

The Tax Treasury team is relied upon by all facets of the organization including sales, new client implementation, client support and finance.

The Deposit team is responsible for remitting over $80 billion annually from our clients with precision and accuracy, ensuring compliance with tax regulations and company policies.

Performance Objectives

The below represents the primary responsibilities of the position. Other duties may be assigned as needed.

• Review and submit client tax liability payments and payment coupons accurately to taxing authorities.
• Maintain accurate deposit frequencies and EINs across multiple systems.
• Configure the tax system to meet the diverse needs of charter schools effectively.
• Partner with taxing agencies to guarantee precise and compliant remittance of payments, in alignment with tax laws and regulations.
• Analyze late deposits, providing comprehensive root cause analysis and accountability to the Notice team for resolution.
• Conduct audits to validate client tax setups, including payment methods to ensure operational success.
• Partner with the Banking Operations team to address funding related exceptions to mitigate risk.
• Collaborate closely with the Distribution team to ensure timely receipt of check files for printing and mailing to tax agencies.
• Authorize Deposit ACH files and verify proper processing by the Bank.
• Transmit electronically filed monthly returns, ensuring timely submission and resolution of any errors encountered, while adhering to deadlines.
• Collaborate with internal teams to strengthen processes and deliverables.
• Resolve emails and Help Tickets received by the Tax Treasury department within established SLAs.
• Provide support to other team members within the department, handling overflow tasks and serving as backup for essential functions.
• Actively participate in team meetings, offering personal experiences and perspectives when discussing process gaps
• Ensure timely completion of daily, weekly, biweekly, and quarterly tasks.
• Contribute to peer review validations to uphold quality standards.
• Identify gaps in written procedures and assist with updating to enhance overall process.
• Assist with assigned special projects aimed at promoting scalability, efficiency, and risk mitigation.
• Work towards a goal of continued process improvement.
• Assist with metrics reporting and maintenance to communicate department activities and workload to Upper Management.
• Identify potential risks and effectively communicate trends and mitigation to management.
• Implement best practices and exercise sound judgment to rectify processing issues or oversights in operations.
• Demonstrate a strong sense of initiative and a passion for continuous learning and professional development and take ownership of tasks.
• Assist with New Hire training.
• Provide support in addressing client escalations, actively resolving issues, and implementing preventative measures for long-term resolution.
• Maintain an ability to perform all Deposits tasks at an intermediate or higher level, with an ability to perform at least one set of tasks at an advanced level.
• Develop an understanding of the Cash process and how it impacts Deposit processes
• Perform other duties and ad hoc projects as assigned.

Education and Experience

• High school diploma / GED equivalence required. Bachelor’s degree preferred.
• Payroll service bureau experience strongly preferred.
• CPP or FPC certified or progress toward certification preferred.
• High level of integrity.
• Strong organizational and time management skills.
• Ability to work independently and collaboratively in a team environment.
• Minimum 3 years’ experience in Banking, Payroll, or Tax Compliance required.
• Proficient in Microsoft Office, especially Excel required.
• Ability to work in a fast-paced and dynamic environment, adapting quickly to changes.
• Strong attention to detail.
• Strong communication skills and problem-solving ability.
• A curious mindset and hunger for knowledge required.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law.

At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities.

To request reasonable accommodation in the job application or interview process, please contact LeaveBenefits@paylocity.

com. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

This role can be performed from any office in the US. The pay range for this position is $43,000 - $58,000 / yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience.

This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.

Base pay information is based on market location. Applicants should apply via www.paylocity.com / careers.

Requirements :