Tax Specialist I - Adjustments (Hiring Immediately)

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. Paylocity focuses on developing tools that help HR teams compete for talent and deliver against the expectations of the modern workforce.

Job Type Full-time

Location This is a 100% in-office role based at any of our Schaumburg, IL – Meridian, ID – or Rochester, NY – or Lake Mary, FL locations. Remote or hybrid work is not available. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview The Tax Specialist I is responsible for providing excellent support efforts for Paylocity’s suite of applications. This is not your average Help Desk; you will be expected to learn multiple software products and fully support any questions or issues that may arise. The Tax Specialist will focus on service request completion, incident detection, reporting, and resolution, and excellent customer service. Ideal candidates are strong communicators capable of translating technical knowledge into actionable direction and possess basic computer skills necessary for diagnostic tools, data entry applications, office products, and SQL.

Tax Adjustment Team The Tax Adjustment team provides support to internal partners and Paylocity clients with payroll tax functionality and pay history data corrections. Responsibilities include processing corrective nocalc adjustment payrolls, creating corrected employee year–end tax forms, answering questions about setting up employees’ taxes for accurate withholding, performing UAT when new tax calculation functionality is released, and troubleshooting payroll tax calculation system issues. Successful TSS members possess strong mathematical ability, intermediate to advanced Excel expertise, and adaptability to changing tax rules. Prior payroll tax experience and an FPC or CPP designation are desirable.

Primary Responsibilities

Prioritize, monitor, and complete help tickets related to client payroll adjustments, including current quarter adjustments (CQAs) and prior quarter adjustments (PQAs).

Provide timely and effective support to end users experiencing software or system–related issues.

Track and maintain interactions throughout the entire life cycle.

Become an expert on application features, configuration, and supported third party software.

Identify, diagnose, and resolve technical issues and critical incidents through research and analysis.

Assist end users with modifications of tax adjustments.

Prepare technical writing for how‑to and troubleshooting guides, and produce how‑to videos.

Collaborate with internal teams to strengthen processes and deliverables.

Education and Experience

Bachelor’s degree required.

Minimum 3 years’ experience in a payroll or customer service role.

PC hardware/software experience, including installation, maintenance, and training of end users.

Experience with Microsoft software, including Access, Word, and Excel, and ability to import data and format tables.

Ability to learn new software and desire for continued learning.

Ability to analyze data for high–level problem resolution.

Database administration and maintenance experience – building multi‑table databases, writing queries, and frontend UI development.

Strong mathematical skills for report calculations, accruals, etc.

Additional Criteria for Custom Reports

Experience in a help desk/technical support role is preferred.

Team player who collaborates to achieve outcomes.

Self‑motivated and adaptable, able to shift priorities as needed.

Highly organized and detail‑oriented.

Proficiency with Microsoft Office applications.

Benefits Medical, dental, vision, life, and disability insurance, along with a 401(k) match. Career development opportunities are also available.

Equal Opportunity Employment 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. We embrace and encourage our employees’ differences and cultivate these differences through employee resource groups and diverse perspectives to drive innovation. 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 [email protected].

Compensation The base pay range for this position is $45,000 – $60,000 per year; however, base pay offered may vary depending on job‑related knowledge, skills, and experience. This position offers a full range of benefits as outlined in the Benefits section. Pay range information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed.

Application Applicants should apply via www.paylocity.com/careers.

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