Payroll Tax Analyst

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7 million customers access over $40 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $6.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. 

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

About the Role

The Payroll Tax Analyst works closely with the Director, Payroll and other members of the Finance and People operations teams to support the payroll, payroll tax, benefits, and accounting processes. This will be a hybrid role and will require you to go to our Phoenix office three times a week. 

What You'll Do

• Responsible for reviewing Workday tax audit reports and make necessary corrections

• Review quarterly/annual tax returns with third party vendor to ensure correctness

• Balance and audit annual US & Canada tax forms for completeness and accuracy

• Prepare & review bi-weekly US and Canada retirement and benefits reconciliations. Work with the Payroll and People Operations team to resolve disconnects

• Reconcile payroll funding activities to assist with month end closing

• Assist the accounting team with identifying and resolving payroll GL issues

• 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

• Identify opportunities for simplification and automation

• Support other departments as needed with queries related to payroll, tax, 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

• 5+ years of relevant experience

• Bachelor’s degree in Accounting/Finance or related fields 

• Team player with proven payroll tax and accounting experience and ability to work cross-functionally

• Strong analytical, problem-solving, and decision-making abilities

• Excellent verbal, written, and interpersonal communication skills

• Intern co-op experience in business finance/accounting

• Advanced MS Office skills required (basic formula, Vlookup, Pivot Tables)

• Strong organizational, multi-tasking, and prioritizing skills

Nice to Have

• Workday experience a plus

• Canadian & US cross-border payroll tax experience a plus

What We Offer You

• Competitive salary and stock option plan

• 100% paid coverage of medical, dental and vision insurance 

• Flexible PTO

• Competitive 401(k) and RRSP program

• Opportunities for professional growth and development 

• Paid parental leave

• Health & wellness initiatives

#LI-Hybrid #BI-Hybrid

For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.

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.

Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.