5+ years of payroll tax or payroll operations experience, with multistate exposure.
Proven experience handling state tax registrations, SUI accounts, and W-2 year-end processes.
Strong familiarity with Workday payroll and vendor coordination.
Excellent documentation, stakeholder communication, and project-focused execution skills.
Requirements:
Triage and resolve state tax notices and registration issues within agreed SLAs.
Configure or update state registrations in payroll systems or with vendor support; verify withholding and SUI account mappings.
Coordinate with Payroll, HR, Finance, and external payroll vendor(s) to align timeline and responsibilities for W-2 production.
Run validation checks on employee wage and withholding data; prepare correction plan for any inaccuracies.
Job description
Key project deliverables:
Complete state and local tax account reviews and updates: establish new registrations, close obsolete accounts, and ensure correct account ownership and contact info.
Reconcile outstanding state deposits and filings and resolve any delinquent items or notices.
Provide end-to-end support for year-end W-2 process: validate employee tax data, coordinate W-2 production with payroll vendor/system, prepare W-2c corrections if needed, and produce a remediation plan for exceptions.
Document all changes, step-by-step procedures, and handover materials for internal payroll/HR teams.
Deliver a final project report summarizing work completed, open items, recommended process improvements, and estimated effort to maintain compliance going forward.
Responsibilities (project-mode):
Triage and resolve state tax notices and registration issues within agreed SLAs.
Configure or update state registrations in payroll systems or with vendor support; verify withholding and SUI account mappings.
Coordinate with Payroll, HR, Finance, and external payroll vendor(s) to align timeline and responsibilities for W-2 production.
Run validation checks on employee wage and withholding data; prepare correction plan for any inaccuracies.
Train or upskill internal payroll staff on new/updated processes and produce a concise runbook.
Maintain secure, audit-ready documentation of filings, payments, and communications.
Success criteria / KPIs:
All targeted state registrations updated/created and reconciled by the agreed project end date.
Notices resolved or under active remediation with documented next steps.
Complete, clear handoff documentation and knowledge transfer session delivered.
Required qualifications:
5+ years of payroll tax or payroll operations experience, with multistate exposure.
Proven experience handling state tax registrations, SUI accounts, and W-2 year-end processes.
Strong familiarity with Workday payroll and vendor coordination.
Excellent documentation, stakeholder communication, and project-focused execution skills.
Preferred:
Certified Payroll Professional (CPP) or equivalent.
Prior experience as a contractor or in short-term project engagements.
Experience resolving state tax notices and working with state agencies.
