Payroll Tax Specialist I

Job Title: Payroll Tax Specialist I

FLSA Status: Exempt

Job Family: Affiliates

Department: Ministry Works

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY
Responsible for daily monitoring of the banking, cash management, and reporting functions for the
MinistryWorks clients and service bureau. Responsible for assisting with paying all tax liability timely and
filing all required payroll tax returns prior to the due date. Understand the business, recognizes
opportunities for improvement, and is responsible for recommending solutions that make a positive
contribution to the MinistryWorks goals.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

• Research and respond to basic client, taxing authority, and internal team questions regarding
  payroll tax.
• Investigate and resolve basic tax notices received by clients with urgency to keep clients satisfied.
• File all monthly, quarterly, and annual payroll tax returns in accordance with the client’s previously
  established filing frequency. This includes all federal and relevant state and local tax forms.
• Transmit the ACH files created during the client’s payroll processing to the bank. Verify the ACH
  files are received by the bank and processed appropriately.
• Assist the financial analyst with daily bank reconciliation discrepancies, researching and reporting
  any inconsistencies to management.
• Review the payroll set up for all MinistryWorks new clients to ensure accuracy and compliance.
  Communicate with Implementation Specialist to correct any issues that may prevent future
  compliance.
• Ensure all new clients are accurately set up and imported into payroll tax software before first pay
  run.
• Exhibit strong organizational skills and work well under pressure with multiple deadlines.
• Demonstrate the procedural knowledge needed to respond to routine questions from clients.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform
each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Must have strong communication skills – both oral and written.
• Must have wise judgment and the ability to make independent decisions.
• Must maintain absolute confidentiality of payroll information and records.
• Must possess proficient computer skills, specifically with spreadsheet and word processing
  software.
• Must be able to file accurately and efficiently retrieve filed information.
• Must have effective interpersonal and telephone skills.
• Must be able to work independently and possess strong organizational and prioritization skills.
• Must work well under pressure with multiple deadlines.
• Effectively interface with external contacts, Brotherhood employees, managers, and department
  staff members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications
Education and/or Experience

• Must have Bachelor’s degree in business, accounting, or related field.
• Must have one to two years of general business, accounting and/or payroll experience.
• CPA eligible desired
• Internship or experience in a corporate, payroll, or financial work environment is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.