Tax Specialist

ROLE AND ESSENTIAL FUNCTIONS 

The Tax Specialist is responsible for ensuring accurate and timely deposits and preparation of returns for all filing jurisdictions for acumen fiscal agent, a high volume, multi-state fiscal agent and its customers.

• 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. 

• ALL Acumen employees will be vigilant to support the positive compliant cybersecurity company posture by familiarizing themselves with all policies, procedures, standards, and guidelines and act accordingly.

Requirements

RESPONSIBILITIES AS A TEAM MEMBER 

• 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

Benefits

Health Benefits

401(k) with match

Life-Insurance

Pet Insurance

Paid Time Off

Paid Holidays (16)