Tax Specialist

What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, house cleaning, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!

At Foundation we believe in and promote a work-life balance with a top-notch workout facility, fitness classes and free personal training; and for those competitive types, a game room complete with table tennis, foosball, and video game systems. Also, some comforts of home, there is a full kitchen, free coffee and specialty flavors, soft drinks, and snacks.

Position Summary

The Payroll Tax Specialist reports to the Payroll Tax Supervisor. This position is responsible for processing, reviewing, and ensuring compliance of payroll taxes for clients across the United States. This role requires strong attention to detail, knowledge of tax regulations, and the ability to manage multiple deadlines in a fast-paced environment.

Essential Functions and Responsibilities

Develop and maintain knowledge of federal, state, and local payroll tax laws, regulations, and best practices; stay current as requirements change

Accurately and timely file original and amended payroll tax returns at federal, state, and local levels

Review and monitor payroll records to ensure tax transactions are recorded correctly

Audit new client setups to confirm proper configuration of tax codes and related items

Generate, audit, and correct w-2's as required

Support client retention by delivering clear, professional, and responsive customer service via phone and email

Collaborate with internal teams and departments to ensure accurate and timely payroll tax processing

Adhere to all department and company standard operating procedures

Maintain accurate and organized records and documentation

Utilize tax software and digital tools to manage client accounts efficiently and in compliance with regulations

Available to work extended hours during peak quarterly tax seasons

Perform other duties as assigned

Required Skills and Experience

2-3 years of experience in payroll, tax, accounting, or a related field preferred

Basic understanding of payroll tax processes, with a willingness to learn federal, state, and local payroll tax laws and regulations

Ability to work in a fast-paced, deadline-driven environment with strong attention to detail and accuracy

Ability to work both independently and collaboratively within a team

Strong communication and critical thinking skills

Excellent organizational and time management abilities

Proven ability to provide top-level support to customers and associates.

Proficiency in Microsoft Office; ability to learn new software applications as needed

Preferred Skills and Experience

Experience processing payroll taxes across multiple companies

Experience with Multi-State payroll tax processes

Experience in MasterTax or Foundation Software preferred

Construction payroll experience is a plus

Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual!

Foundation is constantly recognized as one of Northeast Ohio's top workplaces. We are a 21-time winner of the NorthCoast 99 award, a multi-year winner of The Plain Dealer's Top Workplaces award, and have been recognized multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.

Let us start your future at Foundation!

Foundation Software is an Equal Opportunity Employer.