Job Description

Job Location Bay Aging - Urbanna, VA 23175 Position Type Full Time Salary Range $20.50 Hourly

The Fiscal Assistant Veteran Directed Care Taxes provides support to the VDC Tax Management, Bay Aging’s Finance Department, with focus on the Veteran Directed Care program. VDC Tax supports the Bay Aging Fiscal-Employer Agent entity for oversight of all tax accounts and related taxes and filings. Pay rate: $20.50/hr. Reports to Tax Manager, Finance Dept.

Essential functions

1. Establish employer tax accounts (60%):

• Process account applications for employer tax accounts for withholding, unemployment and local taxes as required by law for all VDC employers in a timely manner. This will require a working knowledge of withholding and unemployment tax law in multiple states. Will assist with an annual review and update of unemployment thresholds per state. Will participate in updating tax rates and filing frequencies annually as required by tax agencies.

2.Review and submit power of attorney documents for veteran employers and support the remittance of state, and local payroll taxes and payroll reporting. (15%):

• Review, approve, and execute power of attorney documents with state departments of revenue and labor. Ensure that assigned state and local employer payroll taxes, as not submitted by CYMA, are paid by payment deadlines. This includes verification of tax amounts in CYMA and reconciliation of required filings.

3. Data updates. (15%):

- Will regularly pull the Consumer List report for withholding accounts and Fiscal Agent E-filing Proof report to determine when employers have met the SUTA tax threshold after each pay period and reviewing wage reports to determine discrepancies before year end. Will assist with renewal of expiring tax documents for employers. Will be responsible for closing all tax accounts and revoking POA documents for closed employers. Will oversee annual update of full exemptions for federal, state, and local taxes for all affected employees.

4. Miscellaneous (10%):

• Gathers information and prepares other assigned reports as requested.
• Assist with providing customer service to all callers related to the VDC program.
• Supports other areas of the Finance Department and VDC program as needed.
• Assists with other Bay Aging programs/services as assigned or needed.

KNOWLEDGE

Knowledge of General Accounting principles and proficiency in the use of Excel (e.g., formulas, reports, graphs, QuickBooks, and CYMA.

Working knowledge of:

• Microsoft Office programs (e.g., Word, Outlook)
• Microsoft Excel
• CYMA
• FMS Engine
• Cumulus

ABILITIES

• Work well under the pressure of recurring deadlines.
• Attention to details and strong organizational skills.
• Establish and maintain effective working relationships with co-workers, clients, and outside parties.
• Strong verbal communication skills in person and over the phone
• Strong written communication (e.g., reports, letters, emails)
• Adequate computer and bookkeeping skills required.

WORKING ENVIRONMENT

Office-based position with minimal physical requirements (ability to lift 20lbs, walking and climbing stairs). No independent travel required around the area served by Bay Aging. None of the essential functions of the position can be performed remotely.

Qualifications

High School Graduate with a minimum of three to five years’ experience. Bachelor’s Degree in Accounting or related field a plus. Education may be substituted for experience. Must possess a valid driver’s license.

FLSA status: This is a non-exempt position.

Disclaimer: This job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee. From time to time, the supervisor will ask the job holder to perform additional duties related to the completion of the work.

Bay Aging is an Equal Opportunity Employer. All applicants will be considered for employment without discrimination on the basis of race, color, religion, sex, national origin, age, veteran or disability status. Bay Aging is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact MaDena DuChemin, Director, Human Resources at (804) 758-2396, Ext. 1228 or mduchemin@bayaging.org