Tax Services Consultant

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

HCM Unlocked is a technology-enabled managed service provider helping organizations improve the way they manage human capital technology and operations. The company provides managed services and consulting across payroll, tax, HR, benefits, leave of absence, compliance, technology implementation and optimization, data governance and related workforce services. Its proprietary DELTA technology supports HCM data migration, validation and management across technology environments.

HCM Unlocked is part of Specialty Program Group, LLC (SPG), which is part of HUB International. When you join the team at HUB International, you become part of one of the world’s largest insurance brokers and financial services firms, providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees and 700+ offices across North America, HUB combines the resources and reach of a global organization with the entrepreneurial culture and specialized expertise of its businesses.

HCM Unlocked’s difference is our people. Our culture thrives on trust, accountability, and empowering consultants to be autonomous, nimble, and client focused.

The Tax Services Consultant manages a diverse, multi-jurisdictional client portfolio, balancing priorities across tax registrations and closures, notice resolution, audits and special projects. Consultants are trusted advisors who engage effectively with all levels of client leadership, including the C-suite, by translating complex tax issues into clear, actionable business terms. Success in this role requires delivering proactive updates, anticipating risks, and driving accurate, timely outcomes in a fast-paced, multi-client environment.

Essential Duties and Responsibilities:

- Portfolio Management:  Manage an assigned client portfolio by monitoring HCM systems and communications for actionable items, ensuring timely completion of actionable items, and providing clear, ongoing status updates to clients.
- Client Engagement:  Build and maintain strong client relationships at all levels by leading tax discussions, communicating proactively, managing expectations, and translating complex tax matters into simple, easy-to-understand information.
- Registrations & Account Maintenance:  Register and maintain state and local payroll tax accounts (including withholding, unemployment, paid leave, and disability), by managing activations, deactivations, portal enrollments, and account updates while ensuring accurate records within the HCM system.
- Acquisitions:  Support mergers, acquisitions, restructurings, and FEIN/entity changes by coordinating the registration of new payroll tax accounts and the inactivation of existing accounts, ensuring proper reporting of changes for compliance purposes
- Notice Resolution:  Resolve payroll tax notices by taking appropriate action, including opening cases within the HCM system, filing $0 or previously prepared returns, researching issues, preparing agency responses, securing abatements, coordinating payments or amendments, and providing timely, effective client updates.
- Audits & Reconciliations:  Conduct payroll tax audits of state and local payroll tax accounts to validate account numbers, SUI rates, and payment and filing frequencies, ensuring agency records align with the HCM system thus maintaining compliance with payroll tax requirements.
- Collaboration:  Collaborate with internal teams to ensure accuracy and deliver excellent client service, while proactively identifying and preventing breakdowns between departments.
- Process & Documentation:  Follow standard procedures; organize, update, and maintain client files and trackers; and support the tax team in developing and maintaining team resources.
- Time & Performance Management:  Accurately track billable time on a daily basis, maintaining an average annual utilization rate of 85%.

Required Qualifications:

- 4+ years of payroll tax compliance experience (registrations, notice resolution, audits)
- Strong understanding of state, and local payroll tax rules and filing calendars, and stays current as regulations change
- Client-facing experience with HR and executive leadership.
- Proven ability to manage multiple client accounts and competing deadlines with strong organizational skills, collaboration efforts, and critical thinking.
- Experience with one or more payroll platforms (ADP, UKG, Paylocity, Dayforce etc.) and with state payroll tax agency portals
- Basic to Intermediate Excel Skills (pivots, v-lookups)

Preferred Qualifications:

- Prior experience in a multi-client services environment.
- Experience with ticketing/shared inbox tools and queue management.

Core Competencies:

- Client Communication & Presence: Leads client updates and translates tax into business terms.
- Ownership & Accountability (BRAVE): Takes responsibility for portfolio outcomes; escalates risks early.
- Agility & Change Management: Adapts quickly to regulatory, system, or client changes.
- Value Creation (BRAVE): Goes beyond compliance to deliver measurable client impact (e.g., abatements, process improvements).
- Excellence in Service (BRAVE): Consistently professional, proactive, and trusted by clients.

Compensation & Benefits:

The expected pay range for this position is $36.06 - $39.42/hr and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

#SPG

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

- Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.