Assistant Manager – US Payroll Taxation
Description
Job Description: Assistant Manager – US Payroll Taxation
Experience: 8+ Years
Job Summary
We are looking for an experienced and results-driven
Assistant Manager – US Payroll Taxation to oversee end-to-end US payroll tax
operations across multiple teams and client portfolios. The ideal candidate
should possess strong hands-on expertise in federal, state, and local payroll
taxation, tax deposits, quarterly and annual filings, tax reconciliations,
compliance management, and resolution of complex tax issues.
The role involves leading payroll tax operations, ensuring
regulatory compliance, managing client relationships and escalations,
strengthening operational controls, and driving automation, process
transformation, and continuous improvement.
Key Responsibilities
- Payroll
Tax Operations Management: Oversee end-to-end US payroll tax
operations across multiple clients, teams, and processes, ensuring
accurate, timely, and compliant service delivery.
- US
Payroll Tax Compliance: Ensure compliance with federal, state, and
local payroll tax regulations, including federal withholding, Social
Security, Medicare, FUTA, SUTA, and applicable state and local taxes.
- Tax
Deposits and Payments: Oversee payroll tax liability validation,
deposit schedules, electronic tax payments, payment confirmations, and
reconciliation of tax liabilities against payroll records and tax agency
accounts.
- Quarterly
and Annual Tax Filings: Manage and review quarterly and annual payroll
tax returns, including Forms 941, 940, W-2, W-3, and applicable state and
local filings, ensuring accuracy and timely submission.
- Tax
Reconciliation and Reporting: Oversee payroll-to-tax liability
reconciliations, tax return-to-ledger reconciliations, deposit
verification, and resolution of filing and payment discrepancies.
- Tax
Notices and Escalation Management: Manage complex tax notices, agency
inquiries, missed or incorrect deposits, filing discrepancies, penalties,
interest, amendments, and other compliance issues through timely
investigation and resolution.
- Tax
Account and Registration Management: Oversee employer tax
registrations, account maintenance, tax agency correspondence, account
access, and jurisdictional setup to support accurate payroll tax
processing and compliance.
- Audit
and Compliance Management: Coordinate internal and external audits,
tax agency inquiries, compliance reviews, audit documentation, internal
controls, and remediation of identified issues.
- Operational
Excellence and Process Transformation: Drive automation,
standardization, process improvements, and transformation initiatives to
enhance filing accuracy, payment controls, productivity, and operational
efficiency.
- Client
Relationship Management: Manage client relationships, business
reviews, escalations, service delivery expectations, and stakeholder
communication to maintain high client satisfaction.
- Workforce
and Capacity Planning: Optimize resource allocation, workforce
capacity, team utilization, productivity, and cross-training to meet
client requirements and statutory deadlines.
- Performance
Monitoring and Reporting: Monitor KPIs, SLAs, filing and payment
accuracy, compliance risks, outstanding notices, productivity, and quality
metrics; provide regular management updates and dashboards.
- Compliance
Governance and Risk Management: Establish and maintain tax calendars,
operational controls, SOPs, documentation standards, quality checks, and
risk mitigation procedures.
- Team
Leadership and Development: Lead, mentor, and develop Team Leads,
SMEs, and payroll tax professionals, strengthen technical expertise, and
support employee development and succession planning.
- Client
Transitions and System Enhancements: Collaborate with clients, payroll
operations, finance teams, and technology stakeholders on process
transitions, system implementations, UAT, and operational changes.
- Continuous
Improvement: Identify opportunities to reduce filing errors,
penalties, manual effort, and processing delays while improving resource
utilization, scalability, and client satisfaction.
Requirements
Required Skills and Competencies
- Advanced
knowledge of US payroll taxation, including federal withholding, Social
Security, Medicare, FUTA, SUTA, and state and local payroll tax
requirements.
- Hands-on
experience in payroll tax deposits, quarterly and annual filings, tax
reconciliations, tax notices, amendments, and agency account resolution.
- Strong
understanding of federal and state filing requirements, tax deposit
frequencies, filing deadlines, and employer tax compliance obligations.
- Experience
managing tax registrations, agency correspondence, payment discrepancies,
penalties, interest, and complex compliance escalations.
- Strong
leadership and team management experience across multiple clients,
processes, and operational teams.
- Expertise
in tax compliance governance, internal controls, audit readiness, quality
assurance, and risk mitigation.
- Strong
analytical, problem-solving, root-cause analysis, and decision-making
capabilities.
- Experience
in client relationship management, stakeholder engagement, escalation
management, and business reviews.
- Proficiency
in operational reporting, KPI/SLA monitoring, process automation,
workforce planning, and productivity management.
- Strong
communication, presentation, documentation, and change management skills.
- Ability
to manage critical tax deadlines, drive operational scalability, and
deliver continuous process improvements.
Preferred Software and Tools
- Payroll
Platforms: PRO, Worklio, Prism, and isolved.
- Payroll
Tax Software: MasterTax.
- Tax
Agency Portals: Experience with federal and state tax agency websites
for deposits, filings, account maintenance, and notice resolution.
- Reporting
and Automation: MS Excel, payroll tax reconciliation tools, automated
filing solutions, reporting dashboards, and workflow automation platforms.
Educational Qualification
- Bachelor's
degree in Accounting, Finance, Commerce, or a related discipline.
- Professional
qualifications such as CPA, EA, CMA, or equivalent are an added advantage.
Experience Requirements
- Minimum
8 years of experience in US payroll taxation, payroll tax compliance, or
related payroll tax operations.
- Hands-on
experience managing federal, state, and local payroll tax deposits,
quarterly and annual filings, reconciliations, and tax notices.
- Prior
experience managing multiple client portfolios, leading teams, and
overseeing end-to-end payroll tax service delivery.
- Experience
in a BPM, BPO, shared services, or payroll outsourcing environment is
preferred.
- Demonstrated
experience in client management, compliance governance, audit support,
process transformation, and operational improvement.