Lead Client Funds Accounting – Tax

🕒 August 25

🇺🇸 United States – Remote

💵 $60.6k - $70k / year

⏰ Full Time

🟠 Senior

🧾 Accounting Manager

👻 Ghost score 6%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Paylocity

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1997

👥 HR Tech

☁️ SaaS

🤝 B2B

💰 $10M Venture Round - Paylocity on 2008-05

HR Tech • SaaS • B2B

Paylocity is a provider of cloud-based payroll and human capital management software for businesses of all sizes. Its platform includes payroll, HR, time & labor, benefits administration, talent management (recruiting, onboarding, performance, learning), employee experience tools and AI-driven features, and it serves small businesses through enterprises as well as partners such as accountants, brokers, and tech partners.

📋 Description

• Manage, review, and approve day-to-day activities of CFA analysts, including daily/weekly reconciliation for payroll, tax, and benefit accounts • Manage, mentor, and provide performance evaluations for select staff members • Train the team for technical and professional development • Establish weekly assignments supporting team and company success and individual development • Make proactive decisions to reduce liability • Prepare month-end reconciliations, research financial differences, and support Corporate Accounting • Collaborate with the Product Team and internal stakeholders to test and roll out new business initiatives • Monitor cash across the total client base to mitigate risk and ensure activity is properly recorded • Recommend mechanisms and action plans to resolve cash shortfalls and excesses • Develop policies and procedures that strengthen internal controls, increase efficiency, and enable rapid scaling • Work with Banking/Tax Treasury and Finance teams to recommend fixes to MasterTax or Web Pay activities • Resolve exceptions and enhance cross-functional collaboration and reporting • Recommend and instruct staff to make cash collections based on reports • Ensure department operating procedures and internal controls are followed • Drive continued process improvement • Review and approve process documentation • Support Client Services inquiries • Support Audit teams with timely SOX/SOC and other compliance documentation • Review and approve Client Credits according to company policies

🎯 Requirements

• Bachelor's degree in Finance or Accounting • 5+ years’ experience in a payroll service or banking operations • 3+ years in service bureau account reconciliations • Experience managing and mentoring staff preferred • MasterTax Software experience • Thorough understanding of payroll service bureaus • Problem-solving ability • Ability to work in a fast-paced environment • Strong team and individual work ethic preferred • Strong communication skills • Proficiency in Microsoft applications, including Excel and Access • High level of integrity • Ability to sit for extended periods, typically 7–8 hours a day • Ability to operate computer and phone systems, type, and use multiple software programs simultaneously • Must be available five days per week during designated work hours • Must work within the U.S.

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • Disability insurance • 401(k) match • Fully remote work from home or location of record within the U.S. • Career development opportunities • Training for technical and professional development • Annual bonus based on individual performance