Director of Tax Client Operations

Asure SoftwareSanta Ana, CA
1d$110,000 - $120,000Hybrid

About The Position

As the Director of Tax Client Operations, you will lead and shape the strategic direction of tax operations and compliance for our enterprise-level Human Capital Management (HCM) and Human Resources Information Systems (HRIS) platforms. You will be responsible for ensuring our systems remain fully compliant with federal, state, and local tax regulations, while delivering world-class support to clients and internal stakeholders. This role will oversee a high-performing team of tax professionals and collaborate closely with product, engineering, legal, and client services teams to ensure seamless tax processing and support across our platforms.

Requirements

  • Bachelor’s degree in Accounting, Finance, Taxation, related field or equivalent work experience.
  • 10+ years of progressive experience in payroll tax or employment tax compliance, preferably in an HCM/HRIS or payroll service provider environment.
  • 5+ years of experience in a senior leadership role managing enterprise tax operations.
  • Deep understanding of multi-state and federal payroll tax regulations and reporting.
  • Proven ability to manage large, cross-functional teams and complex operational processes.
  • Strong analytical, problem-solving, and decision-making skills.
  • Excellent verbal and written communication skills, with an ability to translate complex tax concepts to diverse audiences.

Nice To Haves

  • CPA, CPP, or equivalent tax certification.
  • Experience in SaaS, technology, or software product environments.
  • Familiarity with tax integration in large-scale HCM/HRIS platforms.
  • Knowledge of systems like Workday, ADP, UKG, Oracle HCM, or similar.

Responsibilities

  • Lead and manage the Enterprise/Reseller Tax Support function, setting strategic goals and ensuring operational excellence.
  • Build and scale a high-performing team, fostering a culture of accountability, collaboration, and continuous improvement.
  • Serve as a key advisor to senior leadership on tax-related matters impacting the HCM/HRIS landscape.
  • Ensure tax processes (e.g., payroll tax filings, unemployment tax, W-2 processing) are compliant with federal, state, and local regulations.
  • Monitor legislative and regulatory developments and assess their impact on systems and operations.
  • Collaborate with Legal, Risk, and Product teams to ensure tax compliance is embedded in product offerings and client deliverables.
  • Oversee daily operations related to tax filings, amendments, payments, reconciliations, and year-end processing.
  • Design and implement scalable processes and automation to support enterprise clients with complex tax needs.
  • Manage relationships with third-party vendors, agencies, and partners as needed.
  • Act as a key escalation point for complex client tax issues, ensuring timely resolution and communication.
  • Provide thought leadership and technical tax expertise to internal teams including Customer Support, Sales, and Product Development.
  • Develop and maintain knowledge content, tools, and training to support internal stakeholders and client education.
  • Partner with Product and Engineering teams to guide tax-related system development and enhancements.
  • Ensure accuracy and timeliness in tax configurations, updates, and system testing.
  • Champion the integration of tax compliance automation and self-service tools for clients.

Benefits

  • Medical, Dental, Vision, HSA, FSA- All effective on day 1!
  • Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
  • 401K Program with 3% safe harbor contribution
  • Employee Stock Purchase Program
  • Fitness Reimbursement Program
  • Self-Managed PTO
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