Payroll Tax Analyst

Position Purpose:

The Payroll Tax Analyst is responsible for supporting accurate and compliant payroll tax administration across a large, complex, multi-state organization. This position performs payroll tax reconciliations, researches and resolves tax discrepancies, manages agency notices, supports tax filings and amendments, and assists with quarter-end and year-end processing. This role supports a highly complex payroll environment of 20,000+ associates across multiple legal entities, FEINs, states, local jurisdictions, and pay groups utilizing Workday Payroll and ADP SmartCompliance.

Key Responsibilities:

Payroll Tax Compliance & Reconciliation

• Perform regular federal, state, and local payroll tax reconciliations between Workday, ADP SmartCompliance, payroll registers, tax filings, and general ledger activity.

• Research and resolve payroll tax discrepancies, including employee withholding, employer taxes, taxable wages, and jurisdictional differences.

• Validate tax calculations and taxable wage treatment for payroll adjustments, supplemental wages, fringe benefits, equity-related payments, and other taxable earnings.

• Review tax funding and liability activity to identify discrepancies prior to filing deadlines.

• Monitor tax exceptions and outstanding items and drive issues through resolution.

• Maintain supporting documentation and audit trails for payroll tax activity.

Tax Filings, Amendments & Agency Notices

• Support quarterly and annual federal, state, and local payroll tax filings.

• Review quarterly tax returns and reconciliations for accuracy prior to filing.

• Research and respond to federal, state, and local tax agency notices.

• Coordinate tax amendments, including Forms 941-X, W-2C, and applicable state and local corrections.

• Research tax penalties and interest and assist with requests for abatements when appropriate.

• Track agency notices, amendments, and open tax issues through final resolution.

• Assist with tax account registrations, closures, and updates associated with organizational changes.

Workday & ADP SmartCompliance Support

• Monitor payroll tax integrations and data between Workday and ADP SmartCompliance.

• Research integration errors, rejected transactions, jurisdictional discrepancies, and tax setup issues.

• Partner with HR Technology and vendors to troubleshoot system-related payroll tax issues.

• Participate in Workday testing related to tax configuration, system updates, integrations, acquisitions, and process changes.

• Validate tax results during testing and document identified issues and required corrections.

• Support continuous improvement and automation of payroll tax processes and controls.

Quarter-End & Year-End

• Perform quarter-end reconciliations of taxable wages, taxes withheld, employer liabilities, and tax filings.

• Support year-end balancing and reconciliation of Forms W-2 and W-2C.

• Validate employee tax forms and taxable wage reporting.

• Assist with year-end processing of taxable fringe benefits and other special earnings.

• Research and resolve W-2 discrepancies and employee tax inquiries.

• Support annual tax configuration and jurisdictional updates in preparation for the new tax year.

Mergers & Acquisitions

• Support payroll tax activities associated with acquisitions, integrations, legal entity changes, and employee transfers.

• Assist with federal, state, and local tax registrations for new entities and jurisdictions.

• Review acquired-company payroll tax data and identify outstanding liabilities, filings, notices, or reconciliation issues.

• Support predecessor/successor wage analysis and employee tax treatment when applicable.

• Validate tax setup and results during acquisition testing and payroll conversion.

• Partner with Payroll leadership, Accounting, HR Technology, and external vendors to support successful payroll integrations.

Analysis, Auditing & Controls

• Perform payroll tax audits and identify trends, discrepancies, and potential compliance risks.

• Develop and maintain tax reconciliation schedules, trackers, and supporting documentation.

• Assist with internal and external payroll tax audits.

• Support SOX and other internal control requirements related to payroll tax.

• Identify opportunities to strengthen controls, reduce manual processes, and improve payroll tax accuracy.

• Escalate significant tax discrepancies or compliance risks to Payroll Tax leadership.

Employee & Business Support

• Research and resolve complex employee tax questions, including withholding, taxable wages, jurisdictional taxation, and W-2 reporting.

• Partner with Payroll Service and Payroll Operations teams on tax-related cases requiring specialized research.

• Provide guidance to Payroll and HR partners regarding payroll tax processes and requirements.

• Maintain professional and timely communication while handling sensitive and confidential payroll information.

Direct Manager/Direct Reports:

• Payroll Tax Compliance Manager / No direct reports

Travel Requirements:

• None

Physical Requirements

• Occasionally lift 5-10lbs boxes of paper or other related materials as needed

Working Conditions

• Working in an office environment

Minimum Qualifications

• Minimum of 3 years of experience in payroll, payroll compliance, payroll auditing, payroll operations, or HRIS supporting large, multi-state organizations. Experience supporting payrolls of 15,000+ employees preferred.

• Advanced proficiency in Microsoft Office applications, particularly Excel (Pivot Tables, XLOOKUP/VLOOKUP, formulas, and data analysis) and Outlook.

• Working knowledge of federal, state, and local payroll regulations, wage and hour laws, payroll taxes, garnishments, and payroll compliance requirements.

• Strong verbal and written communication skills with the ability to effectively partner with employees, managers, and cross-functional teams.

• Demonstrated ability to work effectively in a fast-paced, team-oriented environment while managing multiple priorities.

Preferred Qualifications

• Previous exposure to systems like Workday, ADP, CIC-Plus, UltiPro, Ceridian, or similar.

• Experience with acquisitions and mergers is a plus!

• Proficiency in Outlook, Word, PowerPoint, and Access is a plus.

Minimum Education:

• High School Diploma

Preferred Education:

• A degree in accounting or a related field is preferred.

Minimum Years of Work Experience:

• 3+ years

Certifications:

• N/A

Competencies:

• Adaptability: Ability to quickly shift priorities if needed.

• Organization: Detail-oriented and highly organized.

Work Location:

• Field Support Center - 7440 State Highway McKinney, TX

      

Not the right job for you? Register your details at the 'Introduce Yourself' link (top right) and we'll be in touch!

             

Job Location: SRS Distribution - McKinney

      

7440 State Highway 121 McKinney, TX 75070-3104

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As an Equal Employment Opportunity (EEO) employer SRS Distribution Inc., including all its subsidiaries, provides job opportunities to qualified individuals without regard to actual or perceived race, color, creed, religion, national origin, sex, gender, age, disability, gender identity, sexual orientation, citizenship status, uniform service, veteran status, marital status, genetic information, physical or mental disability, or any other characteristic in accordance with applicable federal, state, and local EEO laws. If you are an individual with a disability or a disabled veteran and require a reasonable accommodation in applying for any posted position, please contact Human Resources at US: 855.556.3221, or by email to: HR@Help.SRSDistribution.com with the nature of your accommodation request and include the Business name, location and title of the job opening. Please allow one (1) business day for a reply. All employment offers are contingent upon successful completion of a background check and drug screen, as permitted by law.

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Competitive weekly/bi-weekly pay, discretionary bonuses, 401(k) with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer, holidays, birthday, floating), medical/dental/vision, flexible spending accounts, company-paid life and short-term disability, plus optional long-term disability, and additional life insurance. All benefits subject to eligibility.

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Should a Candidate be submitted to fill a position by a recruiting or staffing services agency (“Agency”), the Company has no obligation to pay the Agency any fee for submission, offer, placement or any service without a fully executed contract of service covering the engagement.