Payroll

• Responsible for prospecting new clients into our Payroll/HCM services realm
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Responsible for training and coaching Senior Product Advisors (SPAs), who report to them
• Provide status updates to reporting PDM
• Additional responsibilities may be assigned as needed

Payroll Client Advisor

• Develop and test the PeopleSoft Global Payroll rules engine.
• Update/modify existing extensions or tailored software.
• Experience with integration of PeopleSoft Global Payroll with existing Oracle PeopleSoft HCM solutions to support the Integrated Personnel and Pay System.
• Design, develop, and maintain customizations and enhancements across a variety of PeopleSoft modules including HCM, Payroll, Benefits, Time & Labor, Financials (AP, AR, GL), and Campus Solutions.
• Develop and support complex components using PeopleTools, PeopleCode, Application Engine, Integration Broker, Component Interface, and Event Mapping.
• Strong experience with SQL, SQR, PS/Query, BI Publisher, and web services.
• Support integrations with third-party and legacy systems using REST/SOAP Web Services, file-based integrations, and middleware tools.
• Collaborate with business analysts and functional teams to gather requirements and translate them into technical solutions.
• Troubleshoot and resolve performance issues, data integrity problems, and system bugs across multiple modules.
• Apply security best practices, manage user roles/permissions, and ensure compliance with data privacy standards (HIPAA, FISMA, etc.).
• Support batch scheduling, job streams, and workflow automation using Application Engine, Process Scheduler, and PeopleSoft Workflows.
• Participate in Agile development processes and contribute to sprint planning, backlog grooming, and retrospectives.
• Maintain comprehensive technical documentation, change control artifacts, and deployment packages.

Peoplesoft Developer, Global Payroll

• Oversee all aspects of payroll tax compliance for the U.S.
• Ensure the accuracy and timeliness of federal, state/provincial, and local tax filings while managing a team of 5 or more employees
• Act as a primary liaison with external vendors (specifically ADP) and internal departments like HR, IT, Finance, and Legal to optimize tax processes and system integrations
• Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required
• Oversees a large team with functional diversity and complexity where activities involve multiple step transactions, multiple systems and jurisdictions, higher volumes and/or medium to high complexity
• Lead teams with multiple points of internal and external contact (may include direct contact with Customers)
• Manage over a diverse geographic jurisdiction
• Provide National support to business partners

Payroll Tax Manager

• Conduct payroll reporting audits
• Ensure payroll tax compliance
• Maintain up-to-date knowledge of federal, state, and local payroll and payroll tax regulations
• Research, understand and interpret existing or revised tax codes, laws, or forms
• Suggest responses to changes in tax law, regulations, and guidelines
• Continuously review payroll tax processes to identify opportunities for improvement and automation
• Assist in review, development and implementation of changes or new payroll policies and procedures
• Coordinate the implementation of changes with the internal HR technology team and external vendors
• Collaborate with various internal stakeholders and departments on enterprise projects
• Work with vendors to research and resolve complex tax issues or discrepancies
• Offer guidance and direction on tax topics to the immediate team members or broader HR department
• Assist with tax agency audits
• Reconcile quarterly and annual tax filings, including W-2 data
• Responsible for reconciling various General Ledger accounts assigned to the Payroll team

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Payroll Client Advisor

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