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Paylocity

Tax Specialist I - Tax Adjustment Balancing

Paylocity, Meridian, Idaho, us, 83680

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Paylocity is an award‑winning provider of cloud‑based HR and payroll software solutions offering the most complete platform for the modern workforce. As one of the fastest‑growing HCM software providers worldwide, Paylocity helps businesses automate and streamline HR and payroll processes, attract and retain talent, and build a strong workplace culture.

In this full‑time in‑office role, you will operate as a Tax Specialist I in the Tax Adjustment Team. You will provide excellent support to internal partners in assisting Paylocity’s clients with payroll tax functionality and pay history data corrections.

Position Overview The Tax Specialist I is responsible for supporting any questions or issues that may arise. Your focus will be on service request completion, incident detection, reporting, and resolution while delivering excellent customer service.

Primary Responsibilities

Prioritize, monitor, and complete help tickets related to client payroll adjustments, including Current Quarter Adjustments (CQAs) and Prior Quarter Adjustments (PQAs).

Provide timely and effective support to end users experiencing software or system‑related issues.

Track and maintain interactions throughout the entire life cycle.

Learn and become an expert on application features, configuration, and supported third‑party software.

Identify, diagnose, and resolve technical issues and critical incidents through research and analysis.

Assist end users on the modification of tax adjustments.

Prepare technical writing specifically for “how to” and “troubleshooting” guides, and narrate, record and edit “how to” videos.

Collaborate with internal teams to strengthen processes and deliverables.

Education and Experience

High School Diploma required.

Minimum 3 years’ experience in a payroll/customer service role.

PC hardware/software experience, including installation, maintenance, and training end users.

Experience working with Microsoft software, including Access, Word, and Excel spreadsheets, specifically the ability to import data and format tables.

Ability to learn new software and desire for continued learning.

Ability to analyze data for high‑level problem resolution.

Must have database administration & maintenance experience – building multi‑table databases, writing queries, and frontend UI development.

Must have strong mathematical skills for report calculations, accruals, etc.

Additional Criteria for Custom Reports

Experience in a help desk/technical support role is preferred.

Team player, collaborating with others to make awesome happen.

Self‑motivated – you like to work hard and play hard.

Adaptable – quick feet! You can shift priorities if needed.

Highly organized – detail‑oriented is your thing!

MS Office applications – are no sweat when it comes to your skillset.

The base pay range for this position is $35,600–$73,600 per year; however, base pay offered may vary depending on job‑related knowledge, skills, and experience. This position offers a full range of benefits outlined in the description.

Paylocity is an equal‑opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request a reasonable accommodation in the job application or interview process, please contact accessibility@paylocity.com.

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