Tax Specialist I - Implementation

Asure Software • Santa Ana, CA

5d • Onsite

About The Position

The primary duties of the Implementation Tax Specialist are to ensure that new customers are compliant with onboarding requirements. 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

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

• Ensure that new customers are compliant with onboarding requirements.
• 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.
• Review account numbers, tax rates and all applicable taxes 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.
• Update 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
• Company paid Basic Life Insurance
• A+D
• Long-Term Disability
• Short-Term Disability
• 401K Program with 3% safe harbor contribution
• Employee Stock Purchase Program
• Fitness Reimbursement Program
• Self-Managed PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree