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.

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 collecting over $80 billion annually from our clients with precision and accuracy, ensuring compliance with tax regulations and company policies.

Responsibilities

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

Complete end of day review and ensure files were completed timely and accurately while upholding quality standards.

Foster team development through mentoring and leading training sessions, including coaching and file audits, to identify and adopt improved work methodologies.

Analyze late deposits, providing comprehensive root cause analysis and accountability to the Notice team for resolution.

Collaborate with leadership to organize and manage team schedules effectively.

Implement best practices and exercise sound judgment to rectify processing issues or oversights in operations.

Offers valuable suggestions and contributes to the development of procedures that enhance the overall efficiency and effectiveness of processes.

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.

Conduct audits to validate client tax setups, including payment methods to ensure operational success.

Identify potential risks and effectively communicates trends and mitigation to management.

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.

Accountable for the successful e-filing process, ensuring timely submission and resolution of any errors encountered, while adhering to deadlines.

Assist with metric reporting and maintenance to communicate department activities and workload to Upper Management.

Manage client escalations, provide root cause analysis, and recommend preventative action plan for long-term resolution.

Collaborate with internal teams to strengthen processes and deliverables.

Assist with assigned special projects aimed at promoting scalability, efficiency, and risk mitigation.

Resolve emails and Help Tickets received by the Tax Treasury department within established SLAs.

Ensure timely completion of daily, weekly, biweekly, and quarterly tasks.

Provide support to other team members within the department, handling overflow tasks and serving as backup for essential functions.

Support and occasionally lead special projects as assigned, aimed at promoting scalability, operational efficiencies, and risk mitigation strategies.

Demonstrates a strong sense of initiative and proactively takes ownership of tasks and shows a passion for continuous learning and professional development.

Perform other duties and ad hoc projects as assigned.

Requirements

High school diploma required; Bachelor’s degree preferred.

Minimum 4 years’ experience in Banking, Payroll, or Tax Compliance required.

3+ years ACH experience.

Payroll service bureau experience strongly preferred.

Certified Payroll Professional or progress toward certification preferred.

Intermediate level of experience with MS applications.

Thrives in a fast-paced and dynamic environment, adapting quickly to changes.

Excellent attention to detail and ability to work with complex data.

Strong analytical, effective communication, and problem-solving skills.

Strong organizational and time management skills.

Ability to work independently and collaboratively in a team environment.

Strong team and individual work ethic preferred.

High level of integrity.

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 [email protected].

This role can be performed from any office in the US. The pay range for this position is $52,600 - $97,600/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. (https://rise.articulate.com/share/NWT-xukAz2nsMapN3L3TSRXfxzBGrFh_#/) 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.