Note: The job is a remote job and is open to candidates in USA. HCM Unlocked is a managed services company whose culture emphasizes trust, accountability, autonomy, and client-focused consulting. The Client Facing Tax Services Consultant manages a multi-jurisdictional client portfolio, handling payroll tax registrations, account maintenance, notices, audits, reconciliations, and special projects while providing proactive client communication and accurate, timely outcomes.
Responsibilities
- Manage an assigned client portfolio by monitoring HCM systems and communications for actionable items, ensuring timely completion of actionable items, and providing clear, ongoing status updates to clients
- Build and maintain strong client relationships at all levels by leading tax discussions, communicating proactively, managing expectations, and translating complex tax matters into simple, easy-to-understand information
- Register and maintain state and local payroll tax accounts (including withholding, unemployment, paid leave, and disability), by managing activations, deactivations, portal enrollments, and account updates while ensuring accurate records within the HCM system
- Support mergers, acquisitions, restructurings, and FEIN/entity changes by coordinating the registration of new payroll tax accounts and the inactivation of existing accounts, ensuring proper reporting of changes for compliance purposes
- Resolve payroll tax notices by taking appropriate action, including opening cases within the HCM system, filing $0 or previously prepared returns, researching issues, preparing agency responses, securing abatements, coordinating payments or amendments, and providing timely, effective client updates
- Conduct payroll tax audits of state and local payroll tax accounts to validate account numbers, SUI rates, and payment and filing frequencies, ensuring agency records align with the HCM system thus maintaining compliance with payroll tax requirements
- Collaborate with internal teams to ensure accuracy and deliver excellent client service, while proactively identifying and preventing breakdowns between departments
- Follow standard procedures; organize, update, and maintain client files and trackers; and support the tax team in developing and maintaining team resources
- Accurately track billable time on a daily basis, maintaining an average annual utilization rate of 85%
Skills
- 4+ years of payroll tax compliance experience (registrations, notice resolution, audits)
- Strong understanding of state, and local payroll tax rules and filing calendars, and stays current as regulations change
- Client-facing experience with HR and executive leadership
- Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration efforts, and critical thinking
- Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce etc.) and with state payroll tax agency portals
- Basic to Intermediate Excel Skills (pivots, v-lookups)
- Prior experience in a multi-client services environment
- Experience with ticketing/shared inbox tools and queue management
Benefits
- Health insurance (medical, dental, vision, and life)
- Voluntary benefits
- Pet insurance
- Retirement plan
- PTO
Company Overview