DecisionHR

Payroll

• Serve as the dedicated point of contact for clients who have outstanding items regarding all payroll tax and compliance matters.
• Proactively reach out to clients regarding upcoming deadlines, regulatory changes, and any identified discrepancies in their payroll tax filings.
• Build and maintain strong, trust-based relationships through consistent, professional, and timely communication via phone, email, and virtual meetings.
• Document all client interactions, issues, and resolutions accurately within Salesforce and Worklio.
• Investigate and resolve client concerns related to payroll tax calculations, withholding errors, amended filings, penalty notices, and jurisdictional questions.
• Collaborate cross-functionally with internal payroll processing, tax, and compliance teams to facilitate timely and accurate resolutions.
• Analyze root causes of recurring client issues and recommend process improvements to prevent recurrence.
• Escalate complex or high-risk matters to Payroll Tax & Compliance Manager as appropriate, while keeping clients fully informed throughout the process.
• Collaborate cross-functionally with internal payroll processing, tax, and compliance teams to facilitate timely and accurate resolutions.
• Proactively reach out to clients regarding upcoming deadlines, regulatory changes, and any identified discrepancies in compliance requirements.
• Assist clients in responding to tax agency notices and audits, coordinating with appropriate internal teams.
• Partner with account managers and implementation teams to onboard new clients and set clear expectations around compliance timelines and deliverables.
• Provide feedback to leadership based on client trends and recurring pain points to drive continuous service improvement.
• Prepare periodic client-facing reports summarizing tax filing status, outstanding issues, and upcoming compliance obligations.
• Follow company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls and HIPAA Privacy and Security regulations.

Payroll Tax and Compliance Client Relations Specialist

Risk

• Report information to the Worker&rsquo;s Compensation Carrier.
• Provide Certificates of Insurance and loss runs to existing and former clients.
• Support underwriting, environmental health & safety, and claims functions.

Payroll Tax and Compliance Client Relations Specialist

Risk Management Assistant