History Implementation Specialist

Payroll4Construction•Strongsville, OH

5d•Onsite

About The Position

The Implementation History Specialist is a tax-trained professional who partners with the Implementation team to engage clients at the start of the relationship. This role is responsible for proactively collecting historical tax documentation, assessing prior filings, identifying potential risks or gaps, and setting clear expectations regarding tax compliance, remediation, and timelines. The specialist ensures that tax history review begins concurrently with onboarding, accelerating readiness and improving client experience while reducing downstream risk.

Requirements

Proven ability to provide top-level support to customers and associates.
Practical experience analyzing payroll reports and payroll tax filings.
Strong verbal and written communication skills, with a focus on effective communication.
High degree of accuracy and attention to detail.
Proficient in Microsoft Office programs, including strong MS Excel skills, and ability to master other software applications as needed.
Ability to work closely with internal departments and outside agencies.
Excellent critical thinking skills.
Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member.
3+ years of experience in tax compliance or tax advisory
Strong understanding of federal and state tax filings

Nice To Haves

Multi-State Payroll Tax knowledge preferred.
Accounting/Business background or degree a plus.

Responsibilities

Participate in kickoff/onboarding calls alongside the Onboarding and Implementation Specialist
Explain tax documentation requirements and historical review process
Set clear expectations regarding scope, timelines, and responsibilities
Serve as the tax subject-matter presence during initial engagement
Request and track receipt of all necessary and required historical tax documentation
Own customer correspondence until all documentation is received
Ensure completeness of documentation before moving into compliance phase
Align client expectations with internal tax team capacity and deadlines
Maintain proactive communication throughout onboarding process
Partner closely with the Implementation Specialists
Ensure smooth handoff with documented tax history summary
Adhere to all department and company standard operating procedures.
Project a professional and positive image as a company representative by providing thorough assistance to associates and clients.
Perform other duties as assigned.