Reconciliation Resolution Specialist

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The isolved Reconciliation Resolution Specialist reports to the Finance leadership team. Primary responsibilities are to research variances associated to tax funds collected versus tax payments issued to agencies. The ability to resolve the variance through client interaction, amended returns and working with tax agencies. Additional responsibilities include working in the NetSuite CRM application. This role will also have an active hand in reconciling new liability added to isolved tax from the implementation team and acquisitions.

Core Job Duties

• Research and resolve isolved Treasury reconciliation variances across all platforms
• Collect and reimburse funds to/from client bank account as needed to ensure isolved tax account is balanced.
• Work with tax agencies as needed to amended returns, move credits to a different quarter and issues payments as needed to resolve the variance.
• Resolve and close client termination cases in NetSuite.
• Interact with clients as needed to provide clarity on reconciliation reports and/or adjusting transactions.
• Responsible for ensuring pending liability tax is collected for new clients and acquired clients.
• Maintain accurate records/reconciliation logs for each isolved environment.
• Perform all tasks timely and accurately as assigned.
• Actively participate and promote teamwork with everyone you come in contact with.

Minimum Qualifications

• Typically requires a minimum of 1 - 3 years of related experience.
• 5+ years in finance role, preferably with Payroll Tax and Reconciliation experience
• Detail oriented, self-starter with Payroll tax filing, online banking experience and proficient in Excel
• Strong customer service and time management skills
• Able to effectively multi-task and handle a busy working environment with multiple deadlines.
• 3+ years in treasury and tax filing role

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow. For more information, visit www.isolvedhcm.com.

EEO Statement

isolved is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. isolved is a progressive and open-minded meritocracy. If you are smart and good at what you do, come as you are.

Disability Accommodation

Visit www.isolvedhcm.com/careers for more information regarding our incredible culture and focus on our employee experience. Visit www.isolvedeebenefits.com for a comprehensive list of our employee total rewards offerings.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions outlined above.

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