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Account Maintenance Specialist I

Company: Paylocity
Location: Meridian
Posted on: November 27, 2019

Job Description:

What you'll do:

  • Collect and maintain SUI rates, account numbers and deposit frequencies in payroll and tax systems
  • Record keeping of all SUI rates and EIN documents.
  • Initiate Agency SUI Rate Exchanges
  • Review and Confirm Accurate Rates received from Agencies
  • Import and post clients company tax packages
  • Import demographic and pay history data into tax application
  • Update and maintain client data in Tax Service applications
  • Billing through CRM
  • Client communication via CRM
  • Partner with colleagues in Tax, and other related areas (Service, Implementation, Finance) to ensure sound tax service and high level of customer serviceOther related responsibilities at the discretion of management:
    • Account Maintenance - Experience and Skills Required
    • 1-2 Years General Office Experience
    • Payroll service bureau experience a plus
    • Experience in a high volume payroll tax department highly desirable
    • Proficient in Microsoft Office
    • Proficient in Excel
    • Proficient in Sales Force a plus
    • Ability to work in fast-paced yet detailed environment
    • Attention to detail
    • Strong communication skills and problem-solving ability
    • High level of integrity #SH

Keywords: Paylocity, Meridian , Account Maintenance Specialist I, Professions , Meridian, Idaho

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