Position Overview: The Reviews/Retainer Specialist supports payroll compliance reviews, amendments, and advisory services.
Technology Skills, Competencies & Responsibilities:
- Review client documentation for accuracy
- Format and organize deliverables
- Perform compliance reviews
- Complete retro pay calculations
- Prepare IRS and state amendments
- Draft response letters for notices
- Review and analyze tax notices
- Conduct payroll tax research
- Document findings and recommendations
- Process state tax payments
- Manage client ShareFile folders
Additional skills set, Qualification and Experience:
- Qualifications - graduate degrees in B.Com or MBA
- FPC or CPP certification
- Strong payroll and payroll tax knowledge
- Experience researching payroll tax law
- Experience with amendments
- Experience with Compliance Reviews
- Strong attention to details & analytical skills
- Intermediate proficiency in Microsoft Outlook and Word and a basic knowledge of Excel and PowerPoint.
- Experience in a professional services work environment.
- Ability to plan, prioritize and organize work effectively while balancing many projects simultaneously.
- Ability to work under pressure and time deadlines with good attention to detail.
