Payroll Tax and Benefits Analyst
Job Description
Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America. We have delivered over $24 billion in affordable and responsible credit over the last 5 years. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.
We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.
Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.
We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1600 talented and dedicated professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.
About the Role:
The Payroll Tax and Benefits Analyst works closely with the FP&A leader, Payroll Manager and other members of the Finance and People Operations teams to support the payroll, benefits, and expense processes. The ideal candidate will have at least 5-7 years of relevant experience and/or meet educational requirements, attention to detail, strong payroll ethics, and ability to manage confidential information
What You'll Do:
- Prepare / Review US and Canada retirement and benefits reconciliations. Work with the Payroll and People Operations team to resolve disconnects
- Prepare and review monthly US and Canada retirement and benefits reconciliations while working with the Payroll and People Operations team to resolve disconnects.
- Lead the annual 401k audit.
- Coordinate with third-party vendor for tax registration
- Provide ad hoc support and assistance to the payroll team during bi-weekly payroll and monthly bonus payroll
- Assist the accounting team with identifying and resolving payroll GL issues
- Identify opportunities for simplification and automation
- Support other departments as needed with queries related to payroll and benefits transactions
- Assist with process documentation as well as in-house non-standard process documentation
- Assist with special projects as assigned
What We Look For:
- Bachelor’s degree in Accounting/Finance or related fields and/or 5-7 years of related work experience
- Advanced MS Office skills user required (basic formula, VLOOKUP, Pivot Tables)
- Strong analytical, problem-solving, and decision-making abilities
- Excellent verbal, written, and interpersonal communication skills
- Intern co-op experience in business finance/accounting
- Strong organizational, multi-tasking, and prioritizing skills
- Team player with proven leadership experience and ability to work cross-functionally
Nice to Have:
- Workday experience
- Canadian & US cross-border payroll tax experience
What We Offer You:
- Competitive salary and stock option plan
- 100% paid coverage of medical, dental and vision insurance
- Flexible PTO
- Opportunities for professional growth and development
- Paid parental leave
- Health & wellness initiatives
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Explore More
Date Posted
10/26/2023
Views
4
Similar Jobs
Sr. Specialist, Payroll - Achieve
Views in the last 30 days - 0
Achieve is seeking a Senior Specialist Payroll with at least 5 years of experience in multistate multicompany payroll processing The role involves pay...
View DetailsManager, IT Support - California Closets BC
Views in the last 30 days - 0
California Closets founded in 1978 is a leading custom storage solutions provider offering premium space management and exceptional service The compan...
View DetailsCommunity Manager - Sparrow Partners
Views in the last 30 days - 0
Sparrow is a company that aims to create thriving communities for active adults offering thoughtful design stateoftheart construction and engaged mana...
View DetailsClient Relations Manager - Ageless Mens Health
Views in the last 30 days - 0
Ageless Womens Health is seeking a Client Relations Manager to build and maintain patient relationships at their Scottsdale Arizona clinic The ideal c...
View DetailsBIM Coordinator - Larson Design Group
Views in the last 30 days - 0
Larson Design Group LDG is an awardwinning employeeowned Architecture Engineering and Consulting Firm They are expanding their team opening new office...
View DetailsBig Data Tester - NucleusTeq
Views in the last 30 days - 0
The job posting is for a Big Data Tester role in Phoenix AZ with a duration of 12 months The role involves building test scenarios maintaining test au...
View Details