Tax Specialist

Coastal Payroll•San Diego, CA

1d•Remote

About The Position

At Coastal Payroll Services, we're more than payroll. Coastal is a leading provider of human capital management services headquartered in Southern California that supports thousands of clients in California and nationwide. Driven by human connection, we believe in putting people first and have grown a team that genuinely cares about our clients. We promote a workplace that is fast-paced, fun, and creative. Coastal has proudly earned recognition from leading publications for several consecutive years, including the San Diego Business Journal, Inc. 5000, and Fortune, landing on lists celebrating best places to work and fastest growing private companies. The primary goal of our award-winning team is to have a positive impact on the lives of the clients we are honored to serve. We want our values to shine through every interaction, all conversations, and in every service we provide. We continue to find ways to do more and be better because our clients deserve it. All team members, wherever they start, have access to our leadership team, which is focused on their success. Through regular one-on-one check-ins and team huddles, we define clear professional goals and strive to meet them together and individually. Coastal nurtures growth for those willing to put in the work. If you're passionate about values, eager to impact the community, and ready to grow personally and professionally you'll be right at home. Coastal Payroll is currently looking to hire a Tax Specialist to join our Tax team. The Payroll Tax Specialist is responsible for payment and filing of all client taxes and returns. They are responsible for resolving tax notices, completing various tax projects, and communicating directly with clients regarding their tax matters.

Requirements

Knowledge of banking and treasury functions.
Knowledge of payroll taxes, quarterly tax returns, and annual tax returns
General knowledge of accounting practicing and principles
Knowledge of Microsoft Office products (Excel, Word, Outlook)
Strong math and analytical skills
Ability to stay organized, pay close attention to detail, and be accurate
Ability to effectively communicate with clients
Educational Backgorund: A BS/BA degree or equivalent work experience

Responsibilities

Perform daily tax deposit and reconciliation procedures
Communicate with clients regarding non-sufficient funds (NSF) matters and provide appropriate guidance on next steps
Perform necessary account reviews and implement updates or changes to funding methods as needed
Process treasury files accurately and in a timely manner to ensure proper financial transactions and recordkeeping
Perform money movement functions, monitor, and provide a summary of activities
Oversee the treasury activities and provide a summary of
Perform quarter-end procedures - tax return filing, tax payments, and reconciliation
Resolve tax notices
Resolve tax variances and run adjustments in the payroll system in order to correct errors
Communicate with tax agencies and clients