Charlotte Chapter of the American Payroll Association

Payroll/Tax Technician (Journey)

Posting Details

Requisition Number

S2112

Position Number

000116

Position Classification Title

Accounting Technician

Functional Title

Payroll/Tax Technician (Journey)

Position Type

Staff

University Information

UNC Greensboro, located in the Piedmont Triad region of North Carolina, is 1 of only 57 doctoral institutions recognized by the Carnegie Foundation for both higher research activity and community engagement. Founded in 1891 and one of the original three UNC System institutions, UNC Greensboro is one of the most diverse universities in the state with 20,000+ students, and 3,000+ faculty and staff members representing 90+ nationalities. With 17 Division I athletic teams85 undergraduate degrees in over 125 areas of study, as well as 74 master’s and 32 doctoral programs, UNC Greensboro is consistently recognized nationally among the top universities for academic excellence and value, with noted strengths in health and wellnessvisual and performing arts, nursing, education, and more. For additional information, please visit uncg.edu and follow UNCG on FacebookTwitter, and Instagram.

Primary Purpose of the Organizational Unit

The UNCG Accounting Services Payroll/Tax unit provides operations administration and processing of all payrolls for UNCG and is responsible for the general accounting functions relating to payroll. The Payroll/Tax unit is responsible for timely and accurate payments of salary to faculty, staff, and students as well as the monthly reconciliation, reporting, and remittance of withheld taxes and employee payroll deductions. The Payroll/Tax unit also performs data control duties and provides accounting transactions for general ledger posting. Payroll/Tax accounting involves reconciling numerous Banner Finance clearing accounts related to payroll withheld taxes and deductions and preparing re-allocations entries, which ensure that labor costs for wages and benefits are expensed to appropriate Banner Finance accounts. In addition, the Payroll/Tax unit is responsible for all state and federal tax reporting related to payments made to foreign visitors (Nonresident Aliens), currently, about 300 employees in 2017; including the formal interview process of each potential employee ensuring the appropriate visa documents are sufficient to qualify the applicant to work at UNCG.

An average of 5,400 employees are paid monthly with applicable tax remittance, reporting, and filing to the NC State government and the federal government (i.e. quarterly/annual Form 941). In addition, the NC quarterly state unemployment is filed based upon an applicable employee basis. Annual payroll totals are in excess of: $189 million in gross wages, $41 million in federal/FICA taxes, $9 million in NC state taxes, and 7,500 Form W-2s, with applicable maintenance of mandatory W-2 and NC-4 tax form documents and direct deposit information.

Position Summary

It is necessary for the person in this position to establish a satisfactory means of prioritizing work responsibilities in order to support the business affairs, financial management, assist other administrators, faculty, staff, and students as needed and as assigned by the supervisor. The individual will serve as the – Payroll/Tax Technical Specialist – to administer, process, and remit the University’s monthly payroll taxes to the federal and NC State governments and assists the Tax Manager with the reporting of the quarterly and annual tax returns. Also, the position will be required to act as the Lead Payroll/Tax Administrator for coordination of day to day payroll/tax operations administration duties; provide guidance and collaborates with the campus departments, four human resource offices (Students, Human Resources, Faculty Personnel Services, and Graduate School) concerning payroll/tax-related inquiries, employee pay issues and monthly payroll/tax administration and operations processing inquiries; and ensure that all payroll/tax administration and operations processing procedures are documented, maintained and updated continuously.

Minimum Qualifications

High school diploma or equivalency and one year of experience in accounting work; or equivalent combination of training and experience. This is a generalized representation of positions in this class and is not intended to identify essential functions per ADA. examples of work are primarily essential functions of the majority of positions in this class, but may not be applicable to all positions.

Additional Required Certifications, Licensures, and Certificates

Preferred Qualifications

• Associate Accounting Degree and Certified Payroll Professional (CPP) certification with 3 – 5 years of payroll/tax experience, practicing knowledge of complex pay calculations, account analysis, and reconciliations in a fast pace Payroll/Tax – Accounting Operations Administration and Payroll Operations processing environment using a relational database such as Banner HR.
• Detailed oriented, organized, problem solver, and team player with excellent communication and customer service skills.
• Proficient in Excel spreadsheet design creation with data comparisons.
• Ability to maintain strict confidentiality.
• Experience in Higher Education.

Alternate Option

If no applicants apply who meet the required competency level and training & experience requirements, then management may consider other applicants. Salary would be determined based on competencies, equity, budget, and market considerations.

Special Instructions to Applicants

Applicants must complete and submit an electronic application for employment to be considered.
Resumes will not be accepted in lieu of completing an electronic application. The application must be
completed in full detail for your qualifications to be considered.

Applicants are required to upload the following documents with their electronic application:

· Resume

· Cover Letter

· List of References

Applicants are required to upload a list of references of at least three (3) professional references that
includes:

· Name

· Company Name

· Type of reference (Professional, Supervisor, Colleague, Academic or Personal). One (1) of those
references will need to be a current or previous supervisor.

· Email Address

· Contact Phone Number

Applications are not successfully submitted until an online confirmation number has been received at
the end of the application process.

Recruitment Range

$37,026 - $42,559

Org #-Department

Office of the Controller - 56202

Work Hours of Position

8:00am to 5:00pm Monday through Friday; some overtime

Number of Months per Year

12

Posting Requirements

Job Family

Administrative & Managerial

Career Banded Title

Accounting Technician

Open Date

01/27/2021

Close Date

02/09/2021

FTE

1.000

FLSA

Non-Exempt

If other, please indicate

If time-limited, please specify end date for appointment.

Salary Grade Equivalency

63

Key Responsibilities

________________________________________________________________________________________________________________________

Key Responsibility

Payroll/Tax Technical Specialist

Essential Tasks

• Uses federal and NC tax knowledge along with tax reporting and filing expertise ensuring that UNCG remains compliant with the Federal (IRS and Social Security Administration Verification) and NC Department of Revenue agencies.
• Administers and processes the University Payroll taxes (twice a month) to the federal and NC State governments ensuring that all tax accounts are balanced and reconciled in the general ledger before requesting Cash Management funding, and taxes are reported timely and accurately so as to avoid penalties and interest.
• Uses Banner reports and EPrint Web focus Ad-hoc reports to post the employee federal, Social Security, and NC tax deductions and employer liability(Social Security) to the Excel Taxes balancing spreadsheet for each payroll process adjusting for any voids processed in the monthly voids and adjustment processes.
• Logs into the IRS EFTPS system to record and report UNCG tax liabilities, ensuring the liability reporting dates are 100% accurate to avoid penalties and interest.
• Ensure that the Federal EFTPS reporting and NCDOR reporting are complete by following up to obtain the completed confirmation and funded transfer documents.
• Participates with the Tax Manager to prepare and file the quarterly and annual payroll tax returns.
• Complete the Employer’s Record of State Tax Liability form for each applicable monthly and exception payroll pay date processed.
• Assists the Payroll/Tax Technical Support Analyst with testing of the Banner tax patches, upgrades, and annual year-end system tax packages.
• Participates with the Accountant to ensure proper documentation is obtained and retained that permits Foreign National employees to work in the United States and at UNCG as required by the Department of Homeland Security. Ensures that the Banner HR system is populated with employee federal and NC Department of Revenue state tax setup before each monthly payroll process begins.
• Reports the Monthly Department of Labor Statistical reporting.
• Participates with the Payroll/Tax team members in the annual W-2 processing events in January. Ensures the annual W-2 forms are printed and mailed timely. Ensures the annual returned W-2 forms are properly held for retention. Ensures requests for prior year W-2 forms are processed timely to meet the customer requirements.

Key Responsibility

Lead Payroll/Tax/Operations/Administrator/Processor

Essential Tasks

• Acts as the lead Payroll/Tax Administrator ensuring all employee tax forms are updated and applied correctly, and timely in the Banner HR system to process the monthly payroll processing cycles.
• Reviews and analyzes the EPrint Web focus Ad-Hoc exception reports ensuring that jobs have updated correctly in Banner HR.
• Uses nightly Webfocus report to calculate and create the payroll retro entries.
• Compiles employee overpayment payroll data that is used in the overpayment spreadsheet calculation preparation. Uses the overpayment spreadsheet to prepare the payroll entries to collect active employee overpayments from the next payroll process. If the employee has terminated, then collaborates with the respective hr office for communication to the former employee for collection of the overpayment.
• Researches and analyzes support documentation submitted by the Campus Departments for late timesheet submission to be keyed.
• Prepares and keys payroll deduction overrides.
• Participates in the Monthly Payroll Record Remove and Re-extraction process. Ensures that the employee data is correctly removed and that the data is re-entered accurately to ensure that the respective employee will be paid correctly. This involves understanding what needs to be done to correct the time data that the campus departments keyed or changes that the hr offices (Faculty Personnel Services, Human Resources, and Graduate School) have made to the employee’s job that has been recorded, removed, or re-extracted.
• Researches payroll/tax issues that arise during the monthly payroll processes and takes corrective actions for resolution.
• Administers accurately and timely processing of employee garnishments, levies, child support orders, etc.
• Ensures the employee direct deposit forms are entered timely so that there is a limited number of paper checks in each monthly payroll process.
• Daily balances the tax and payroll clearing general ledger funds using the Banner FGITBAL screen.
• Acts as one of the Payroll/Tax team’s primary contact members for the four HR Offices, campus departments, employees, outside agencies, and vendors.
• Administratively ensures all payroll/tax documentation is ready to be processed in the Payroll/Tax Office monthly payroll cycles (Voids, Exception checks, Labor redistribution, Reissues, and the Monthly Payroll process) ensuring the monthly payroll processes are completed timely and accurately.
• Prepares the detailed documents for the NCAA Athletics audit (annually).
• Reviews daily reports to determine employee jobs have been set up correctly to ensure the monthly payroll processes are processed timely and accurately.
• Calculates special payments to be keyed. Daily keys or ensures the keying of the payroll/tax, direct deposit forms, data (name/address changes, etc.), State Employees Credit Union forms, Student deferred tuition forms, State Employees Association of NC forms, etc. in the HR payroll system.
• Participates in the daily report validation of keyed data. Prints reports for data audit analysis.
• Participates with the Payroll/Tax team members in the monthly payroll/tax checklists to ensure the monthly payrolls are processed according to the monthly payroll processing calendar.
• Provides payroll/tax customer service and interacts with all University employees, payroll/tax vendors, and agencies that seek assistance from the UNCG Payroll/Tax Office.

Key Responsibility

Communication

Essential Tasks

• Communicates both verbally and with written emails/documentation as guidance is provided in collaboration with the campus departments, four human resource offices (Students, Human Resources, Faculty Personnel Services, and Graduate School) concerning payroll/tax-related inquiries, employee pay issues, and monthly payroll/tax administration and operations processing inquiries.
• Participates with the Payroll/Tax staff for the monthly void process to ensure audit support documents are assembled and ready to be processed according to the monthly payroll/tax operations calendar.
• Actively participates in the Payroll/Tax Manager’s cross-training program to ensure all payroll/tax positions are sufficiently trained to back up any and all payroll/tax job duties to meet the department’s mission of paying employees, closing the payroll/taxes to the general ledger and reporting/filing taxes timely and accurately.

Key Responsibility

Technical Knowledge

Essential Tasks

• Uses advanced knowledge of (Microsoft Office – EXCEL & WORD) to research, analyze and communicate payroll/taxes. Uses systems (Banner HR), EPrint, Federal Payroll Taxes Reporting system IRS (EFTPS), NC Department of Revenue, Federal Labor Statistics Website to report the University Labor Statistics to process or report payroll and taxes.

Competency

________________________________________________________________________________________________________________________

Competency

Knowledge-Technical

Competency Description

Considerable knowledge of government accounting methods, procedures, and accounting practices needed to perform the work. Basic knowledge of program laws and regulations needed to perform the work. Knowledge of a variety of technology, financial systems, and software packages to create and maintain data. Ability to develop formulas for moderately complex spreadsheets.

Competency Level

Journey

Competency

Financial Program Monitoring and Management

Competency Description

Ability to verify and ensure accuracy and validity of moderately complex transactions. Ability to examine accounting records to assure adherence to accounting standards and regulations. (Examples: a variety of funding sources with different reporting cycles and standards; re-investment of funds and accountability for the more complex funding sources.) Ability to maintain and manage accounting records of moderate variety and complexity, including preparation of financial statements and reports. (Examples: research, compile, and analyze information; prepare statistics; write/draft reports; make recommendations for resolution.) Ability to supervise a financial function of moderate complexity.

Competency Level

Journey

Competency

Problem Solving

Competency Description

Ability to resolve problems of moderate complexity. Ability to select the best solution from
several options or where no precedent exists. Ability to make suggestions for and/or
implement process improvements in the work unit. Ability to interpret oral and/or written
guidelines to solve problems.

Competency Level

Journey

Competency

Communication

Competency Description

Ability to explain and interpret financial information.

Competency Level

Journey

ADA Checklist

Physical Effort

Hand Movement-Repetitive Motions - C, Finger Dexterity - F, Vision-Preparing/Analyzing figures - C, Hearing - F, Talking - F, Lifting-0-30 lbs. - R, Reaching - R

Work Environment

Inside - C

Interested applicants should apply via the Employment page located at http://uncg.edu.


Welcome to the Charlotte Chapter of the American Payroll Association!

 We strive to provide the most current information possible to make your payroll efforts more efficient and precise. Please enjoy your visit and come back often, as information is always being added.

History: The Charlotte Chapter APA was founded in July,1995. We currently enjoy a membership of over 300 payroll professionals from Charlotte and the surrounding areas representing organizations of a wide variety of sizes and types.   

Our Chapter meetings take place in Charlotte from February through October. Meetings are typically held on the third Thursday or Friday of the month. Our meeting agenda includes speakers on a wide variety of payroll-related topics, as well as other topics of general interest to the payroll professional, which provides you with an opportunity to earn recertification credit hours (RCH's). Our goal is to offer members 28 RCHs per year. Vendors are also invited to participate, allowing them to offer their payroll-related products and services. Please check our calendar for updates and meeting information.

Special Events: Study groups are held twice a year in accordance with the testing schedule with APA. We celebrate National Payroll Week the first Thursday after Labor Day in September and there is an All Day Education Meeting in August.

Membership Benefits: Study Group Discounts, Chapter Meetings with RCHs, Seminars, Special Programs, Federal, State and Regulatory Updates, Statewide Conferences and access to Job Announcements in the Charlotte area.

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