Key Responsibilities
-
Process payroll-tax payments and returns for federal, state, and local agencies.
-
Prepare and file monthly, quarterly, and annual tax returns, including Forms 941, 940, and W-2.
-
Manage EFT payments, e-filings, and unemployment tax submissions for multi-state entities.
-
Update State Unemployment Insurance (SUI) rates and tax codes.
-
Research and respond to correspondence from tax agencies.
-
Validate and set up tax accounts for new clients and new state registrations.
-
Prepare amended returns and W-2/1099 corrections as needed.
-
Reconcile inter-quarter and year-end data to ensure accuracy.
-
Support client services by resolving payroll tax inquiries.
-
Partner with internal teams to ensure compliance with tax regulations and deadlines.
-
Assist leadership with special projects and process improvements.
Qualifications
-
High School diploma or equivalent required; Bachelor’s degree in Accounting, Finance, or related field preferred.
-
Minimum 3 years of payroll tax experience, preferably in a service bureau or complex, multi-state environment.
-
Strong knowledge of federal, state, and local payroll tax laws.
-
Experience with MasterTax and payroll systems (e.g., iSolved) strongly preferred.
-
APA certification (FPC or CPP) is a plus.
-
Advanced Excel skills (pivot tables, v-lookups) and proficiency in O365.
-
Excellent problem-solving, analytical, and communication skills.
-
Ability to work under strict deadlines and handle confidential information with integrity.
-
Strong client relationship management and teamwork abilities.
Benefits & Growth
-
Competitive salary with performance-based bonus program.
-
Comprehensive benefits package: medical, dental, vision, supplemental benefits.
-
401(k) savings plan with employer match.
-
Ongoing training and career development opportunities.
About NewtekOne®
Since 1999, NewtekOne® has been providing small- and medium-sized businesses across all 50 states with innovative financial and business solutions. Our services include banking, lending, payment processing, technology, eCommerce, insurance, payroll, and more. We are committed to helping SMBs grow sales, control expenses, and reduce risk.
Equal Opportunity Employer
NewtekOne® is proud to be an Equal Opportunity Employer (M/F/D/V). We require all employees to uphold the highest ethical standards and our Code of Business Conduct at all times.