Tax Product Analyst

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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

• Analyze current processes and help define the future state for tax product technology. • Influence product vision, strategy, and roadmap feature research. • Drive continuous improvement and contribute to tax product development and processes. • Act as primary liaison to the product team for feature requests and communicate the development roadmap back to the tax operations team. • Provide clarity and insight on user experience and use cases. • Participate in transition and training for new software releases. • Engage in troubleshooting, identify actionable steps for resolution, and participate in user acceptance testing. • Assist with data extraction, transformation, and manipulation for analytics. • Support presentations and data visualizations to showcase findings. • Ensure AI-assisted generated outputs are accurate, complete, and in line with our business needs, • compliance standards, and company policies. • Develop and maintain SOPs, process documentation, and training materials for Tax Operations.

🎯 Requirements

• Bachelor’s degree • Minimum of 4 years of relevant experience, either within the HCM industry or in a similar analyst role • Demonstrated process improvement and research capabilities • Ability to illustrate key features/roadmap criteria for partners • Demonstrated experience with cross-functional collaboration • 1+ year in a tax environment preferred • Experience creating SOPs, process documentation, or training materials • Proficient in utilizing approved productivity tools, including AI-assisted solutions • Capable of critically assessing tool-generated outputs • Self-directed and self-motivated mindset • Proficiency in gathering and analyzing data • Exceptional organization, follow-up, and documentation skills • Strong problem-solving abilities and a creative approach to challenges • Familiarity with MS Office Suite, advanced Excel skills • Strong mathematical proficiency

🏖️ Benefits

• medical • dental • vision • life • disability • 401(k) match • perks that support you, your family, and your finances • career development