Tax Processing SaaS Specialist (m/f)

Position Overview

The Tax Processing SaaS Specialist is responsible for managing payroll tax processing and compliance functions using UKG and MasterTax software systems.

This role combines:

• Software-based payroll tax processing
• Scheduling and submitting federal and state tax payments
• Preparing quarterly and annual payroll tax returns
• Reviewing and resolving tax notices
• Coordinating with internal accounting and external tax authorities
• Supporting new client tax account setup

The ideal candidate is intelligent, resourceful, highly detail-oriented, and solution-driven. This role requires strong analytical thinking, excellent English communication skills, and a commitment to meeting strict compliance deadlines.

Paid training will be provided for a minimum of three (3) months.

Key Responsibilities

Payroll Tax Processing & Payment Execution

• Pull payroll files from UKG at the end of each payroll cycle.
• Upload and process payroll data within MasterTax.
• Determine federal and state payroll tax liabilities.
• Schedule and process tax payments electronically to U.S. tax authorities.
• Monitor and ensure timely remittance of all required payroll tax deposits.
• Maintain accurate records of tax payments and confirmations.

Tax Filings & Compliance

• Generate quarterly and annual payroll tax returns directly from MasterTax.
• Assist business clients with processing quarterly tax filings.
• Review filings carefully for completeness and accuracy before submission.
• Maintain organized records of tax filings and payment history.
• Ensure compliance with federal and multi-state payroll tax requirements.

Tax Notice Management & Agency Communication

• Review tax notices received from federal and state agencies.
• Coordinate with the accounting team to analyze and respond to tax notices.
• Communicate with U.S. tax authorities by phone and written correspondence when required.
• Track resolution of tax-related issues until fully completed.

Client Setup & Onboarding Support

• Assist in establishing new client tax accounts at the federal and state levels.
• Complete and submit required tax registration forms.
• Support onboarding teams by ensuring tax-related compliance steps are properly completed.
• Maintain documentation of all tax account registrations and agency confirmations.

What We Expect

Forework operates with high standards and a growth mindset. Every team member is expected to:

• Demonstrate consistent professionalism and reliability.
• Communicate fluently and confidently in English.
• Learn complex U.S. tax systems and software quickly.
• Take ownership of tax deadlines and compliance responsibilities.
• Work with urgency and accountability.
• Be results-oriented and focused on solutions.
• Show resourcefulness when resolving problems.

This is not a passive administrative role. Payroll tax deadlines are strict and compliance-driven. Accuracy, diligence, and strong follow-through are essential.

Required Qualifications

• Minimum 2 years of experience working in the financial, accounting, payroll, or IT sector.
• Strong experience working with software systems in a professional environment.
• Excellent English proficiency (reading, writing, and speaking) suitable for U.S. business and government communication.
• Strong analytical and problem-solving skills.
• High attention to detail and ability to manage recurring compliance deadlines.
• Professionalism, accountability, and commitment to high performance.

Preferred Qualifications

• Experience with payroll tax processing or tax-related software systems.
• Experience working in SaaS platforms or financial systems.
• Background in business administration, finance, IT, or a related field.
• Experience communicating with U.S.-based clients or government agencies.
• Strong organizational and documentation skills.

Why Join Forework

• Paid, structured training for at least 3 months.
• Gain expertise in U.S. payroll tax systems and SaaS platforms.
• Work directly in enterprise-level software systems (UKG and MasterTax).
• Develop high-value financial and compliance skills.
• Be part of a rapidly growing U.S. company with long-term career opportunities.
• Contribute meaningfully to the compliance and financial stability of U.S. businesses.

How to Apply

Submit a letter of interest, outlining your qualifications and experience for the position via "Prijavite se na oglas" option.