Position located in Milwaukee, WI. Relocation assistance available.
Position Overview
The Relocation Tax Specialist coordinates, calculates and reports relocation related income to client payrolls and customers. The Relocation Tax Specialist is the subject matter expert for the Expense Management team in interpreting and complying with federal and individual state relocation tax law.
Essential Job Functions
Calculate, audit and report tax assistance benefits to gross up (GUP) clients.
Demonstrate expert knowledge of tax reporting module in relocation software.
Implementation of new clients for Expense Management and Payroll Reporting services.
Establish and maintain reporting schedules with client payroll.
Maintain positive and regular contact with client payroll departments.
Research and resolve tax and tax report related issues in a timely manner.
Demonstrate expertise in relocation tax law, payroll reporting requirements, and payroll compliance at the federal and state level.
Consult and advise existing and prospective clients on various tax assistance methods.
Assist Operations and Account Management in creating cost projections.
Advise and support global clients on the use of Tax Service providers.
Manage distribution of Tax Reports to customers.
Maintain ongoing tax reconciliations with client payroll.
Minimum Requirements
High school diploma or equivalent
2+ years of general accounting and payroll operations experience
Evidence of continuing education to remain current on federal and state tax laws
Educational, Experience, and Licensing Preferred Requirements
Associate’s degree in accounting or related field or 3 years of professional accounting experience
3+ years of experience in relocation accounting or expense management
Other Qualifications
Excellent verbal and written communication skills with the ability to develop technical business correspondence
Work under minimal direction, organized and have the ability to prioritize commitments and projects
Demonstrated attention to detail and accuracy
Strong customer relations skills that include the ability to work with discretion and integrity
Team player with a strong work ethic
Proficient in Microsoft Office (Outlook, Word, PowerPoint and Excel)
Demonstrated conflict resolutions skills
Understanding of accounting, accounts payable, and tax practices for the relocation industry
Able to have off-hours flexibility, ability to work across time zones, and to travel as needed to meetings and training events
Equal Opportunity Employer - Disability/Vet. TRC will provide equal opportunity to all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.