Tax Specialist I - Implementation

Asure Software • Santa Ana, CA

1d • $75,000 - $85,000 • Onsite

About The Position

The primary duties of the Implementation Tax Specialist are to ensure that new customers are compliant with onboarding requirements. This role involves inspecting customer power-of-attorney forms, submitting them to the appropriate tax agencies, and assisting with audits of tax setups to ensure completeness and accuracy. The specialist will also process specific tax forms, manage account updates, monitor automated processes, and maintain team metrics.

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 heavy processing months.
• All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time.

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 requirements.
• Assist with audits of Evolution tax setups as new accounts go live, reviewing account numbers, tax rates, and applicable taxes for completeness and accuracy.
• 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 customers 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

What This Job Offers

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