Job Description
Payroll Tax & Compliance Client Relations Specialist Bankers Financial Corp - 3.3 Saint Petersburg, FL Job Details 2 hours ago Qualifications Optimizing workflow processes Record keeping Managing customer accounts Customer relationship building Client onboarding Email customer support Defect resolution root cause analysis Payroll tax processing Phone communication Payroll tax returns Regulatory compliance Ceridian HIPAA Performance Reporting Mid-level State tax Post-sales issue resolution Compliance reporting Managing clients in a customer support role Salesforce Cloud Continuous improvement Video conferencing software Client retention Paychex Client services HR systems Management reporting CRM system proficiency Video conferences (communication methods) Root cause analysis Full Job Description DecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker's compensation, human resources, and benefits. We remove the administrative burden of running their business and allow our clients to focus on their revenue-producing activities. Our goal is to deliver customizable, practical workforce solutions that increase profits, reduce costs and liability, and attract, develop, and retain long-term employees.
Our Core values include:
Collaboration :
working together is critical to achieving organizational goals. Innovation :
growth happens when we can absorb and implement new ideas that provide unique solutions and superior customer service. Performance :
we believe in providing our employees with the tools and support they need to grow, succeed, and make an impact. Social Responsibility :
we place charity and volunteer work at the core of our organization. Trust:
we build and maintain trust with our employees and clients by embodying integrity, transparency, and 'doing the right thing.' Company Value Statements Choose Your Attitude Make Someone's Day Be Present Have Fun Summary/Objective The Payroll Tax & Compliance Client Relations Specialist serves as the primary point of contact for clients navigating payroll tax obligations, regulatory compliance requirements, and related inquiries. This role combines technical knowledge of payroll tax with exceptional client communication skills to diagnose issues, deliver solutions, and foster long-term client trust. The ideal candidate thrives in a fast-paced environment, can simplify complex compliance concepts for non-technical audiences, and is passionate about delivering outstanding client experiences. Essential Functions Client Communication & Relationship Management Serve as the dedicated point of contact for clients who have outstanding items regarding all payroll tax and compliance matters. Proactively reach out to clients regarding upcoming deadlines, regulatory changes, and any identified discrepancies in their payroll tax filings. Build and maintain strong, trust-based relationships through consistent, professional, and timely communication via phone, email, and virtual meetings. Document all client interactions, issues, and resolutions accurately within Salesforce and Worklio. Issue Resolution & Problem Solving Investigate and resolve client concerns related to payroll tax calculations, withholding errors, amended filings, penalty notices, and jurisdictional questions. Collaborate cross-functionally with internal payroll processing, tax, and compliance teams to facilitate timely and accurate resolutions. Analyze root causes of recurring client issues and recommend process improvements to prevent recurrence. Escalate complex or high-risk matters to Payroll Tax & Compliance Manager as appropriate, while keeping clients fully informed throughout the process. Compliance Advisory Collaborate cross-functionally with internal payroll processing, tax, and compliance teams to facilitate timely and accurate resolutions. Proactively reach out to clients regarding upcoming deadlines, regulatory changes, and any identified discrepancies in compliance requirements. Assist clients in responding to tax agency notices and audits, coordinating with appropriate internal teams. Internal Collaboration & Reporting Partner with account managers and implementation teams to onboard new clients and set clear expectations around compliance timelines and deliverables. Provide feedback to leadership based on client trends and recurring pain points to drive continuous service improvement. Prepare periodic client-facing reports summarizing tax filing status, outstanding issues, and upcoming compliance obligations. Follow company policies and procedures required to comply with applicable data privacy and confidentiality requirements, including but not limited to SOC controls and HIPAA Privacy and Security regulations. Other duties and responsibilities as assigned. Core Competencies Client Focus — Places the client experience at the center of every interaction and consistently follows through on commitments. Technical Acuity — Maintains current knowledge of payroll tax regulations and proactively applies expertise to client situations. Problem Solving — Quickly identifies root causes, evaluates solutions, and drives resolutions with minimal disruption to clients. Communication — Listens actively and conveys complex information clearly, confidently, and professionally at all levels. Accountability — Takes ownership of client outcomes, internal commitments, and quality of work. Collaboration — Builds strong cross-functional relationships to deliver seamless, coordinated client service. Preferred Education and Experience 2+ years of experience in payroll tax, payroll operations, or payroll compliance — in-house, at a service bureau, or a PEO/ASO environment preferred. Solid understanding of federal, multi-state, and local payroll tax regulations and filing requirements. Demonstrated experience in a client-facing or account management role with a track record of resolving complex issues. Proficiency with Salesforce CRM and Worklio; familiarity with other payroll platforms (ADP, Ceridian, Paychex, UKG, or similar) a plus. Strong written and verbal communication skills — able to translate technical tax concepts for non-technical audiences. Exceptional organizational skills with the ability to manage multiple client accounts and competing priorities simultaneously. The preceding position description has been designed to indicate the general nature of the work performed; the level of knowledge and skills typically required; and usual working conditions of this position. It is not designed to contain, or be interpreted as a comprehensive, complete or exclusive list of the duties of the position. Additional and different duties may be assigned from time to time. We are an E-Verify company
