Tax Manager

Job Summary:

At Lone Oak Payroll, the Tax Manager is responsible for the accurate and timely preparation of federal, state and local payroll tax returns for Lone Oak Payroll and TempWorks Software clients. This position manages the tax team and is the first point of escalation for tax-related matters. The Tax Manager ensures compliance with changing tax laws to support the overall tax initiatives of Lone Oak Payroll and TempWorks Software, including correspondence with government and local or state agencies as necessary.

Supervisory Responsibilities:

• Manages the daily activities of Payroll Tax Specialists
• Responsible for coordinating new hire orientations and ongoing staff training
• Oversees timekeeping procedures and provides payroll approval for direct reports
• Implements annual performance evaluations and frequent one-on-one check-ins with employees
• Responsible for implementing appropriate disciplinary action, including up to termination

General Responsibilities:

• Delegates, monitors, and manages the work of the Tax team.
• Creates processes, establish metrics, and defines goals for the Tax team.
• Oversees tax responsibilities, identify areas of growth for members of the Tax team, and handles all escalated tax situations.
• Oversees the preparation and reconciliation of federal, state and local payroll tax payments, returns, amendments and related reports in a timely manner for Lone Oak Payroll and our clients on a weekly, monthly, quarterly and annual basis to prevent penalties.
• Reviews company and client legal documents and correspondence to ensure correct preparation of tax returns.
• Balances tax payments and researches a resolution to tax notices.
• Manages various calculations and tracking schedules utilizing MasterTax and TempWorks Software.
• Works directly with external parties to accurately respond to tax audits.
• Responds directly to internal and external partners to resolve client tax issues and errors.
• Remains compliant with federal, state and local tax laws through maintaining knowledge of changes by reviewing applicable tax resources and documentation.
• Actively seeks opportunities for process improvements and efficiencies, including data entry, maintenance and tracking using current and emerging technologies.
• Performs other related duties as assigned.

Required Skills and Abilities:

• Thorough knowledge of federal and state payroll tax laws.
• Written and verbal communication is clear, concise and effective, leading to great customer service.
• Effective interpersonal skills that translate into positive team collaboration.
• High self-accountability in order to deliver on all commitments within required deadlines.
• Exceptional organization skills with the ability to handle multiple tasks and priorities at any given time.
• Excellent attention to detail with problem-solving ability.
• Working knowledge of Microsoft Office Suite required.
• Ability to work independently.

Education and Experience:

• Associates degree required; Bachelor’s degree in related field preferred.
• 3+ years of experience in a Payroll Tax, or equivalent, position.
• 2+ years of experience leading a team.
• Experience with database and/or tax preparation software. Preference given for prior experience utilizing TempWorks and MasterTax software.
• Experience in a high-volume payroll tax department is highly desirable.

Physical Requirements:

• Prolonged periods sitting at desk and working on a computer.
• Must be able to lift up to 10 pounds at times.