What are the responsibilities and job description for the Payroll Implementation Specialist position at AB Payroll LLC?
Description
Position Summary
The Payroll Implementation Specialist role is responsible for onboarding and early-stage support for new clients and for facilitating a smooth transition to the long-term Payroll Specialist. This position will report to the Implementation Manager. These duties include performing routine onboarding duties such as assisting new clients with gathering historical payroll and tax information and necessary demographic data, ensuring accurate configuration and data entry of earnings, deductions, and taxes, and identifying opportunities to improve client’s payroll processes to enhance the client experience. Additionally, a Payroll Implementation Specialist will be expected to identify and resolve data discrepancies and errors as well as perform extra duties such as setup client and employee accounts, and help clients understand and utilize the new payroll system.
FLSA Status: Non-exempt
Requirements
Major Duties and Responsibilities
- Expertly guide clients through a seamless transition to our payroll and employee management solutions
- Oversee the accurate transfer of payroll data from legacy systems, ensuring integrity and compliance
- Serves as the primary payroll specialist during the first three payrolls with a new client before transitioning the work to a permanent Payroll Specialist
- Initial setup of the client’s payroll portal that the firm and the client will use to collaborate for ongoing payroll processing
- Provides training for new clients in the use of shared software applications
- Is responsible for remaining current and fully developed in the use of CAS accounting and integrated applications
- Telephone, video conference and live consultations with clients to review client provided data, expected timelines, payroll reports, and other information during the implementation period
- Work closely with sales, support, and payroll to deliver an exceptional client experience
- Maintains detailed project plans, tracks progress and ensures timely completion of implementation milestones.
- Anticipates and communicates client onboarding issues to manager in a timely manner allowing for intervention, identifies opportunities to sell additional value-added services
- Actively pursues self-development opportunities
Desired Skills, Abilities, and Characteristics
- Project management skills
- Proficient technology skills using Microsoft Office 2007 or later
- Knowledge of payroll processing in QuickBooks Desktop, QuickBooks Online, and other payroll systems preferred
- Home office environment, including separate work area, if remote. Additional technology requirements will be communicated to candidates selected for this position and must be met on an ongoing basis
- Experience working in a paperless environment strongly preferred
- Strong interpersonal and relationship building skills
- Team player with a positive “can-do” approach
- A general and growing knowledge of firm products and services in the practice and other practice areas
- Business acumen
- Client relationship skills
- Technical knowledge and a developing area of expertise
Working Conditions
AB Payroll, LLC. promotes a flexible work environment with a deep commitment to technology and modern work arrangements. Our offices are open from 8:00 a.m. – 5:00 p.m. Monday through Friday during tax season and offices close at noon on Fridays outside of tax season. We are closed on major holidays, offer substantial paid-time-off, a comprehensive benefit package, competitive pay structure, and a culture of growth, clarity, and respect. Occasional overtime may be required. Travel to client’s place of business and overnight travel for continuing professional education may be necessary.
AB Payroll, LLC. is an Equal Opportunity Employer.