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Payroll Tax and Benefits Analyst



IT, Accounting & Finance
San Francisco, CA, USA
Posted on Thursday, September 14, 2023

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.

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

Essential Responsibilities

  • 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

Desired Characteristics

  • Team player with proven leadership experience and ability to work cross-functionally

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

  • Workday experience a plus

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

  • Excellent verbal, written, and interpersonal communication skills

  • Intern co-op experience in business finance/accounting

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

  • Strong organizational, multi-tasking, and prioritizing skills

Educational Requirements

  • Bachelor’s degree in Accounting/Finance or related fields and/or 5-7 years of related work experience

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.