Payroll Tax Representative III

Why UKG: At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you. Job Summary Payroll Tax Rep III – Amendments (Level 3) is responsible for the preparation, generation, and filing of federal, state, and local amended payroll tax returns. This role serves as a subject matter expert for tax amendments and works closely with internal teams and agencies to ensure accurate corrections, timely filings, and resolution of tax discrepancies. The role requires strong technical payroll tax knowledge, attention to detail, and the ability to manage complex amendment cases through resolution. Payroll Tax Rep III role has tax knowledge and requires the ability to interact with tax agencies, manage case portfolios, and contribute to timely resolution while meeting service level agreements. Key Duties and Responsibilities • Prepare, generate, and file amended federal, state, and local payroll tax returns, including but not limited to Forms 941 X, state withholding amendments, SUI amendments, and local tax corrections. • Monitor amended filings through agency processing and follow up as needed to confirm acceptance and posting. • Ensure compliance with federal, state, and local payroll tax regulations while maintaining up to date knowledge of tax law changes. • Identify trends, root causes, and opportunities for process improvement related to payroll tax amendments and filing accuracy. • Support training and knowledge sharing for lower level tax representatives on amendment best practices. • Handle moderately complex to complex cases with independence. • Perform QTD and YTD reconciliation of wages and tax amounts (withheld, reported, and deposited). • Ensure a payment record is created for any amount due amendments. • Demonstrate working knowledge of TPA and POA processes. • Escalate high-complexity issues to manager when required. Required Qualifications Experience • Strong working knowledge of U.S. payroll tax filings and amendments (Federal, State, and Local). • Experience preparing and filing payroll tax amendments. • High attention to detail and ability to manage multiple amendment cases while meeting SLA. • 3+ years of U.S. payroll tax experience, with a strong emphasis on amendments. • Experience with MasterTax or similar payroll tax processing software. • Experience using Salesforce or similar case management systems. • Exposure to multi-state tax environments preferred. • Experience interacting with tax agencies. Skills & Competencies • Strong analytical and problem-solving skills. • Good written and verbal communication skills. • Attention to detail and accuracy. • Ability to manage multiple tasks and meet deadlines. • Strong follow-up and organizational skills. • Proficiency in Microsoft Excel and Word. • Ability to work independently and in a team environment. Company Overview: UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com. UKG is proud to be an equal opportunity employer and is committed to promoting diversity and inclusion in the workplace, including the recruitment process. Disability Accommodation in the Application and Interview Process For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com