M&A Tax Specialist

Why Work Here

• Remote flexibility available
• Opportunities for learning and growth
• Headquarters is in Charlotte, NC
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023
  
  

Job Description

Our M&A Tax Specialist will review and reconcile tax balances of acquired clients to contribute to the development of concepts and techniques. They will consistently work on complex assignments requiring independent action and maintain a high degree of initiative to resolve issues.

Core Job Duties

• Executes the acquisition M&A project plan
• Assists in maintaining a tax project plan
• Analyzes and balances liabilities through the acquisition
• Analyzes and exports tax filing history to ensure compliance
• Identifies tax filing issues through reconciliation and balancing of accounts
• Configures isolved with client tax filing information
• Communicates clients' tax configuration instructions
• Submit documentation to agencies
• Works with and updates Tax Manager on tax plan as well as updating them on any tax issues
• Attend weekly meetings with team to supply information on tax updates per project
• Assists with updating M&A platform with East/West isolved tax information
• Assists with updating isolved tax maintenance screens for each client with isolved's frequencies and payment methods
• Extracts quarterly return packages and historical data from acquired company's tax software into Box
• Links clients' tax accounts to isolved's online TPA accounts
• Creates and emails clients' instructions on how to choose isolved as their reporting agent so isolved can have online access to the clients' tax accounts
• Submits documentation to agencies for ACH/EFT Pin numbers as needed for payment submissions
• Submits documentation to agencies for state tax account validations
• Submits EFTPS for acquired company's federal taxes
• Assisting with handling flipping of liability payments by going into MasterTax and switching payments from pending to prepaid along with supplying a copy of the deposit history into box for the tax implementation team for each wave
  
  

Minimum Qualifications

• 1-4 years HCM/Payroll and Tax Experience
• Ability to self-manage and independently deliver solutions
• Great communication skills, not afraid to communicate with clients and agencies
• 1-2 years MasterTax experience is helpful
  
  

About Isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.