Sr Payroll Tax Representative

Company Overview

With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we’re only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.

At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.

Here, we know that you’re more than your work. That’s why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose — a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you’re passionate about our purpose — people —then we can’t wait to support whatever gives you purpose. We’re united by purpose, inspired by you.

About The Role

We are seeking a dynamic, customer-focused individual to join our team as a Sr. Payroll Tax Representative. In this role, you will take point on highly escalated situations that need immediate attention and oversight. You will have knowledge to research, handle, and speak to customers regarding UKG Pro & tax system set up, payroll processing, quarter and year end filing, amendments, tax notice, and original filing. You will be responsible for providing high-touch care, customer education, and support to our customers and internal partners, including handling and resolving assigned cases. As a point of contact to the customer, you will set up and lead calls to address concerns, answer questions, provide root cause analysis, along with recommending best practices and resources to improve tax profile and filing accuracy. This is an exciting opportunity to make a significant impact on the customer experience and help shape the future of our organization. 

**This is a hybrid role. The employee will be expected to work 3 days/week onsite at UKG's Santa Ana, CA, Weston, FL, Alpharetta, GA, or Scottsdale, AZ office**

Duties And Responsibilities

• Research cases and system data pertaining to escalated situations
• Provide communication updates to customer, internal partners, and leadership via phone, case notes, and/or written emails
• Engage with customers and internal partners who require Payment Services escalated or proactive support, addressing their specific needs and challenges
• Provide high-touch care, education, and assistance to customers ensuring their satisfaction and resolving any issues or concerns they may have
• Act as a Subject Matter Expert (SME) for PS case escalations, leveraging your experience to guide and support both customer and internal partners
• Collaborate with cross-functional teams to identify opportunities for improving resources, tools, processes, and best practices related to customer care
• Process assigned tax amendment, original filing, and or tax notice cases to completion
• Assist with other projects as assigned
  
  

Basic Qualifications

• 3+ years experience performing payroll tax reconciliations and analysis
• Previous experience in customer support role, with a focus on providing exceptional service and building strong customer relationships
• Ability to create positive outcomes with customers and payroll tax agencies
• Experience with softwares such as Salesforce, Smartsheet, and/or MasterTax
• Experience with MS Office suite, including Excel
  
  

Preferred Qualifications

• Strong understanding of UKG Pro
• Familiarity with Payment Services or related experience
• Advanced analytical and strong problem-solving skills, with the ability to quickly assess complex situations and propose effective solutions
• Excellent communication skills, both verbal and written, with the ability to convey information clearly and concisely
• Proven ability to work in a fast-paced environment, handling multiple tasks and priorities simultaneously
• Proficient in working with multiple systems and tools to research high priority situations
• Collaborative mindset with the ability to work effectively with cross-functional teams
• Passion for customer satisfaction and a genuine desire to exceed customer expectations
• Proven time management strategies
• Bachelor's degree in business, Accounting
• FPC or CPP (Certified Payroll Professional) certification
  
  

Where We're Going

UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it’s our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow!

Equal Opportunity Employer: 

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster

UKG participates in E-Verify. View the E-Verify posters here .

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation In The Application And Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected] . 

The pay range for this position is $50,400 to $72,400 USD, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG’s comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/careers