Tax Specialist I

Asure Software • Santa Ana, CA

3d • $27 - $33 • Onsite

About The Position

As a Tax Notice Specialist on our team, you will provide support to our clients of payroll taxes that we remit on their behalf. Your in-depth knowledge of federal, state, and local processes and regulations will provide world class service to our clients. You will bring value every day with having a voice to enhance processes and avoid discrepancies with tax agencies. You will be able to make a difference with timely and accurate resolution of tax agency notices.

Requirements

• 2+ years of payroll tax payment or filing experience.
• Experience with multi-state and multi-client payroll taxes.
• Your expertise in Microsoft Office (Excel, Word, Outlook, etc).
• An ability to communicate with your team, agencies, and clients for notice resolution.
• Previous payroll technology skills, including advanced MS Excel, payroll software systems (Evolution Payroll software preferred, but not required), or even better payroll tax software systems.
• A High School Diploma or GED.

Nice To Haves

• Payroll Service Bureau (SBO) experience makes you a strong prospect.
• Advanced education in accounting, business administration or other relevant coursework a plus.

Responsibilities

• Proficiency with common practices on resolving tax discrepancies from beginning to end.
• Maintain timely and accurate resolution of tax agency notices.
• Familiarity of federal, state, and local tax return and payment submission.
• Strategize with peers and leadership on root cause of notices and processing filings.
• Anticipate problems, plan task, execute the solution by ensuring our customers are receiving world class service.
• Responsible to maintain clients tax setup of third-party, account numbers, unemployment rates, disbursement methods and withholding frequencies.
• Validate and evaluate request from clients and internal partners to assign workflow/volume based on request.

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: High school or GED