Lead Tax - Filing

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. 

Help our award-winning technology company run effectively as you take on big challenges and find solutions with a position in Operations. 

Use your problem-solving skills to shape the way others see Paylocity. Launch your career with us!   

Position Overview:

The Tax Department is relied upon by all facets of the organization including sales, new client implementation, client support and finance. The Team Lead position provides ongoing mentoring to Tax Specialists I, II, and III, while ensuring team deadlines are on track and maintained. They will work strategically with other departments to refine processes and procedures, while creating and communicating long term goals with leadership. Monitor and manage high level client escalations, as well as, agency mass issues.  

Primary Responsibilities:

 The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Oversee day-to-day operations and prioritize workflow for team members effectively 
• Review Filings to assure quality standards are met and that risks of failure to file are mitigated 
• Analyze tax filing processes and procedures to ensure the most efficient and effective method is utilized 
• Resolve escalated issues and be able to facilitate solutions to improve overall client experience 
• Review error trends and instruct team members on corrective actions 
• Maintain employee level metrics and Analyze data to reduce filing errors 
• Mentoring and ongoing trainings with team members including process improvements 
• Strategize and communicate long term objectives and goals to team members and leadership 
• Excellent knowledge of all payroll and tax software applications 
• High level understanding of internal tax department processes 
• Build and maintain working relationships with state and local agencies 
• Keep up to date on latest developments as they affect tax regulations and policies 

Education and Experience: 

• Minimum 5+ years’ experience in Payroll, tax, or a related field 
• Prior leadership experience preferred 
• Experienced with Enterprise Employment Tax Software Tools 
• Experience as Payroll Practitioner for large company a plus 
• Extensive knowledge of federal and state payroll tax laws 
• Experience with research and execution of complex payroll tax filings  
• Certified Payroll Professional preferred or significant progress toward certification desired 
• Payroll service bureau experience desired 
• Experience with multiple government agencies and ability to understand complex regulatory language 

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 $59,600 - $110,600  /yr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position is eligible for an annual bonus and restricted stock unit grant based on individual performance in addition to 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.