The Reviews/Retainer Specialist supports payroll compliance reviews, amendments, and advisory services.
Technology Skills, Competencies & Responsibilities:
• Review client documentation for accuracy• Format and organize deliverables• Perform compliance reviews• Complete retro pay calculations• Prepare IRS and state amendments• Draft response letters for notices• Review and analyze tax notices• Conduct payroll tax research• Document findings and recommendations• Process state tax payments• Manage client ShareFile folders
Additional skills set, Qualification and Experience:
• Qualifications - graduate degrees in B.Com or MBA• FPC or CPP certification• Strong payroll and payroll tax knowledge• Experience researching payroll tax law• Experience with amendments• Experience with Compliance Reviews• Strong attention to details & analytical skills• Intermediate proficiency in Microsoft Outlook and Word and a basic knowledge of Excel and PowerPoint.• Experience in a professional services work environment.• Ability to plan, prioritize and organize work effectively while balancing many projects simultaneously.• Ability to work under pressure and time deadlines with good attention to detail.• Work in India afternoon (01 PM to 10 PM IST) or (02 PM to 11 PM IST) based on the requirement.
Always advancing. Always progressing. From curiosity to clarity to results.
That’s Wipfli. We’re Wipfli, a top 25 advisory firm with a strong CPA foundation serving 54,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core, we remain committed to curiosity and our clients. Our more than 3,000 full-time associates help our clients with services that range from business consulting and digital services to audit and accounting. We focus on emerging and mid-market organizations with specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger.
Visit www.wipfli.com/EmailSignup to get updates from our team.
You can also find us on Facebook and X at:
- X: www.x.com/Wipfli_Official
- Facebook: www.facebook.com/WipfliOfficial
Specialties: Digital services, organizational performance, executive coaching, financial solutions, audit/accounting, outsourcing and mitigating risk.
