Job Opening

Tax and Compliance Analyst

Feb 21, 2019

Department/Status: Payroll/Full Time

Position Summary:

The Tax and Compliance Analyst is responsible for assisting in tax planning and compliance for a variety of tax projects. Tax consulting responsibilities may include research and consulting with clients on tax matters and tax savings strategies. Compliance function responsibilities include preparation and/or review of required licensures for all states the company and/or its clients does business. Additional functions include set up of unemployment insurance accounts, quarterly tax balancing, tax uploads, filings and other related tax compliance activities.

Primary Responsibilities:

  • Ensure SUTA maintenance on all internal and external accounts
  • Manage qualifying process to do business (Franchise\Access Tax) including: Registration with States (SOS); Annual Reporting SOS/PEO as required; Department of Revenue registration
  • Understand and ensure compliance with other state requirements of a PEO doing business in state to include:
    • Managing PEO registration and licensing and researching requirements
    • Collaborating internally to gather required documentation
    • Coordinating with state regulators to ensure all required information is provided
    • Maintaining documentation for renewal
    • Researching ongoing reporting requirements
    • Coordinating internally to ensure reporting requirements are met
  • Coordinate with Payroll to ensure appropriate setup of unemployment insurance; workers compensation insurance accounts; health and other related benefits accounts
  • Start or term PEO client relationship, as applicable
  • Ensure appropriate maintenance and retention of related records
  • Manage certification processes for ESAC certification and ongoing reporting and CPEO licensing and reporting
  • Ensure effective monthly Ohio bill processing
  • Manage tax account registration and maintenance internally and for clients
  • Conduct quarterly tax balancing, daily tax uploads, tax projects and researching, tax filings and payments
  • Third party sick pay management including payments and tax adjustments
  • File all required state reports
  • NAPEO – research
  • Payroll accounting including daily transaction posting to Microsoft Dynamics (Great Plains) and cash reconciliation

Requirements:

  • Bachelor’s Degree in Accounting or relevant work experience
  • 4-10 years of tax and compliance experience in public accounting or related relevant experience with strong technical skills
  • Consolidated C-Corp, Partnerships, S-Corp, Individual and multi-state tax experience
  • Working knowledge of related legislation and tax compliance requirements
  • Effective verbal and written communication skills

Physical Demands / Work Environment

  • Must be able to sit/stand for 8 hours
  • Walking, bending, light lifting up to 25 lbs.

Salary and Benefits:

XMI offers a competitive salary commensurate upon experience, as well as competitive company benefits including healthcare and 401K.

Qualified candidates should respond to the job advertisement by including a copy of their most recent resume and contact information: hr@xmigrowth.com

Or apply online.

XMI is an Equal Opportunity Employer.