Tax Specialist I - Implementation

Asure Software•Santa Ana, CA

69d•$75,000 - $85,000•Onsite

About The Position

Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner's mentality. We help businesses develop their "Human Capital" to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asure's HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department. This is an on-site position and can be based from any of Asure's hub office locations including Austin, TX; Santa Ana, CA; Burlington, VT; Cherry Hill, NJ; Rochester, NY; Tampa, FL; or Cherry Hill, NJ How you will contribute The primary duties of the Implementation Tax Specialist are to ensure that new customers are compliant with onboarding requirements.

Requirements

AA degree in a business-related field of study or equivalent work experience
Above average communication skills
Must possess a sense of urgency
The ability to multi-task with excellent follow-up skills
Mandatory overtime during heaving processing months

Responsibilities

Inspect customer power-of-attorney forms to ensure they are properly completed.
Mail/fax/email forms to the appropriate tax agencies on a regular basis
Ensure 8655 forms are submitted to the IRS in accordance with RAF program require
Assist with audits of Evolution tax setups. as new accounts are live. Account numbers, tax rates and all applicable taxes should be reviewed during this audit to ensure completeness and accuracy for future tax payments and filings.
Process RAF Name Controls
Notify originators when IRS FEINs do not pass the validation process.
Update and maintain bank account setups within APTM.
Updating Preparer IDs in APTM for Direct Bank clients as needed via automated email requests.
Initiate and monitor the TPA bot; ensure MQ start customer immediately address TPA enrollments.
Maintain and distribute team metrics
Other duties as assigned

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

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume