Responsible for ensuring accurate and timely deposits and preparation of returns for all filing jurisdictions for acumen fiscal agent
Responsible for the timely deposits and filings for federal, state and local tax liabilities for all jurisdictions where Acumen Fiscal Agent and its clients do business
Examines all payroll records to ensure proper recording of tax transactions and compliance with applicable laws
Completes monthly, quarterly, and annual tax reconciliations as appropriate to ensure accurate filings
May be required to perform audits more frequently depending on jurisdiction
Performs W-2 reconciliations and processes corrections as required
Apply for Acumen Fiscal Agent authorization to act as an appointed agent for federal and state tax liabilities
Investigates and resolves tax notices, penalties and questionnaire requests
Interact with Accounting and Payroll Departments to identify and resolve variances
Maintains up to date employer files within the company’s electronic records management system
Communicates effectively
Performs other job-related duties as assigned

Takes personal responsibility for actions. This is demonstrated through owning problems, problem solving and not projecting problems or failures to others or the "system" if not warranted
Demonstrates excellence in work standards, is tenacious in completing tasks
Able to effectively problem solve and make decisions. To include resolving crisis situations and developing resolutions between parties
Works well with other team members and departments
Demonstrates the ability to interact and cooperate using respectful relations in order to efficiently accomplish mutual goals and assignments
Requests support from team with ample time to accommodate the support request in order to meet deadlines
Ensures effectiveness in processes to achieve/seek best practice

Tax Specialist

Key skills