Tax Services Consultant HUB International - 3.5 Miami, FL Job Details Full-time $36.06 - $39.42 an hour 3 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Qualifications VLOOKUP function Managing customer accounts Customer communication Payroll tax processing Payroll tax returns Tax audits High school diploma or GED HR systems State tax return preparation Account management Excel data analysis

Full Job Description About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

Position Summary:

HCM Unlocked's difference is our people. Our culture thrives on trust, accountability, and empowering consultants to be autonomous, nimble, and client focused. The Tax Services Consultant manages a diverse, multi-jurisdictional client portfolio, balancing priorities across tax registrations and closures, notice resolution, audits and special projects. Consultants are trusted advisors who engage effectively with all levels of client leadership, including the C-suite, by translating complex tax issues into clear, actionable business terms. Success in this role requires delivering proactive updates, anticipating risks, and driving accurate, timely outcomes in a fast-paced, multi-client environment.

Essential Duties and Responsibilities:

Portfolio Management:

Manage an assigned client portfolio by monitoring HCM systems and communications for actionable items, ensuring timely completion of actionable items, and providing clear, ongoing status updates to clients.

Client Engagement:

Build and maintain strong client relationships at all levels by leading tax discussions, communicating proactively, managing expectations, and translating complex tax matters into simple, easy-to-understand information.

Registrations & Account Maintenance:

Register and maintain state and local payroll tax accounts (including withholding, unemployment, paid leave, and disability), by managing activations, deactivations, portal enrollments, and account updates while ensuring accurate records within the HCM system.

Acquisitions:

Support mergers, acquisitions, restructurings, and FEIN/entity changes by coordinating the registration of new payroll tax accounts and the inactivation of existing accounts, ensuring proper reporting of changes for compliance purposes

Notice Resolution:

Resolve payroll tax notices by taking appropriate action, including opening cases within the HCM system, filing $0 or previously prepared returns, researching issues, preparing agency responses, securing abatements, coordinating payments or amendments, and providing timely, effective client updates.

Audits & Reconciliations:

Conduct payroll tax audits of state and local payroll tax accounts to validate account numbers, SUI rates, and payment and filing frequencies, ensuring agency records align with the HCM system thus maintaining compliance with payroll tax requirements.

Collaboration:

Collaborate with internal teams to ensure accuracy and deliver excellent client service, while proactively identifying and preventing breakdowns between departments.

Process & Documentation:

Follow standard procedures; organize, update, and maintain client files and trackers; and support the tax team in developing and maintaining team resources.

Time & Performance Management:

Accurately track billable time on a daily basis, maintaining an average annual utilization rate of 85%.

Required Qualifications:

4+ years of payroll tax compliance experience (registrations, notice resolution, audits) Strong understanding of state, and local payroll tax rules and filing calendars, and stays current as regulations change Client-facing experience with HR and executive leadership. Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration efforts, and critical thinking. Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce etc.) and with state payroll tax agency portals Basic to Intermediate Excel Skills (pivots, v-lookups)

Preferred Qualifications:

Prior experience in a multi-client services environment. Experience with ticketing/shared inbox tools and queue management.

Core Competencies:

Client Communication & Presence:

Leads client updates and translates tax into business terms. Ownership & Accountability (BRAVE): Takes responsibility for portfolio outcomes; escalates risks early.

Agility & Change Management:

Adapts quickly to regulatory, system, or client changes. Value Creation (BRAVE): Goes beyond compliance to deliver measurable client impact (e.g., abatements, process improvements). Excellence in Service (BRAVE): Consistently professional, proactive, and trusted by clients. Compenstation The expected salary range for this position is $ 36.06 - $39.42 hourly and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HAS and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions. #

SPG Department Accounting & Finance Required Experience:

2-5 years of relevant experience

Required Travel:

No Travel Required Required Education:

High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.