U.S. Payroll and Tax Subject Matter Expert (SME)

W

Worklio

U.S. Payroll and Tax Subject Matter Expert (SME)

St. Petersburg, FL
Full Time
Paid
  • Responsibilities

    About Worklio

    Worklio is a modern, full-stack back-office platform that powers embedded HR, Payroll, and Benefits solutions. We help companies unlock new revenue streams by providing a scalable, compliant, and fully integrated technology infrastructure for workforce management.

    At Worklio, we believe in changing the world for the better. Our mission is to empower businesses through innovation — giving them the tools to automate complexity, drive efficiency, and deliver exceptional value to their clients. We are building technology that transforms the way companies operate, grow, and serve their people.

    Position Summary

    The U.S. Payroll and Tax SME will serve as Worklio’s in-house authority on federal, state, and local payroll tax compliance. This individual will be responsible for providing expertise on payroll tax operations, supporting system implementations, ensuring regulatory compliance, and driving automation initiatives.

    Key Responsibilities

    • Serve as the primary expert for all U.S. payroll tax compliance matters across federal, state, and local levels.
    • Manage multi-state payroll tax filings, registrations, and reconciliations using PTM and/or MasterTax.
    • Oversee payroll tax setup, maintenance, and validation for multiple jurisdictions, including new client onboarding and state expansions.
    • Ensure timely and accurate filing of all federal and state returns (Forms 941, 940, W-2, W-3, 1099, and 1095-C ) and remittance of associated taxes.
    • Respond to and resolve agency inquiries, notices, and audits in coordination with internal teams and external authorities.
    • Collaborate with product, engineering, and operations teams to design, test, and improve payroll and tax logic within Worklio’s platform.
    • Interpret regulatory changes, communicate compliance impacts, and maintain system updates accordingly.
    • Develop and maintain detailed payroll tax procedures, documentation, and training materials.
    • Provide guidance and mentorship to internal teams on payroll tax compliance best practices.
    • Represent Worklio in professional and regulatory discussions related to payroll tax automation and compliance.

    Qualifications

    • Education: Bachelor’s degree in Accounting, Finance, Business Administration, or Human Resources.
    • Experience: Minimum of 8+ years in U.S. payroll and tax compliance, with proven experience managing multi-state filings and handling complex payroll environments.
    • Technical Skills:
      • Hands-on experience with PTM (Payroll Tax Management) and/or MasterTax for multi-state filings.
      • Strong understanding of payroll systems (ADP, Ceridian, iSolved, Paylocity, PrismHR, or similar).
      • Familiarity with GL integrations, API-driven payroll processes, and automation workflows.
    • Certifications: * Required: CPP (Certified Payroll Professional) or FPC. * Preferred: CPA , SHRM-SCP , or Employment Tax Specialist (ETS).
    • Knowledge: In-depth understanding of FLSA, FUTA, SUTA, ACA , and other payroll-related federal and state regulations.
    • Competencies: * Hands on approach * Strong analytical and problem-solving skills. * Exceptional attention to detail and accuracy. * Excellent communication and collaboration abilities. * Proven ability to work cross-functionally in a fast-paced SaaS or ASO/PEO environment.

    Why Join Worklio

    • Be part of a company that’s transforming how businesses run their back-office operations and unlocking new revenue opportunities.
    • Opportunity to shape payroll tax technology within a growing, modern SaaS platform.
    • Collaborative culture focused on innovation, impact, and operational excellence.
    • Competitive compensation and benefits package.
    • Flexible, remote-friendly work environment.