Key project deliverables :
- Complete state and local tax account reviews and updates : establish new registrations, close obsolete accounts, and ensure correct account ownership and contact info.
- Reconcile outstanding state deposits and filings and resolve any delinquent items or notices.
- Provide end-to-end support for year-end W-2 process : validate employee tax data, coordinate W-2 production with payroll vendor / system, prepare W-2c corrections if needed, and produce a remediation plan for exceptions.
- Document all changes, step-by-step procedures, and handover materials for internal payroll / HR teams.
- Deliver a final project report summarizing work completed, open items, recommended process improvements, and estimated effort to maintain compliance going forward.
Responsibilities (project-mode) :
Triage and resolve state tax notices and registration issues within agreed SLAs.Configure or update state registrations in payroll systems or with vendor support;verify withholding and SUI account mappings.Coordinate with Payroll, HR, Finance, and external payroll vendor(s) to align timeline and responsibilities for W-2 production.Run validation checks on employee wage and withholding data;prepare correction plan for any inaccuracies.Train or upskill internal payroll staff on new / updated processes and produce a concise runbook.Maintain secure, audit-ready documentation of filings, payments, and communications.Success criteria / KPIs :
All targeted state registrations updated / created and reconciled by the agreed project end date.Notices resolved or under active remediation with documented next steps.Complete, clear handoff documentation and knowledge transfer session delivered.Required qualifications :
5+ years of payroll tax or payroll operations experience, with multistate exposure.Proven experience handling state tax registrations, SUI accounts, and W-2 year-end processes.Strong familiarity with Workday payroll and vendor coordination.Excellent documentation, stakeholder communication, and project-focused execution skills.Preferred :
Certified Payroll Professional (CPP) or equivalent.Prior experience as a contractor or in short-term project engagements.Experience resolving state tax notices and working with state agencies.