Tax Specialist I

Asure Software•Santa Ana, CA

23h•Onsite

About The Position

The Tax Specialist I position is responsible for the compliant and accurate resolution of system, agency, and client issues regarding periodic, quarterly, and annual tax notices and requests from clients, internal staff and taxing authorities. Use the Asure tools for documentation and resolution of all tax issues and request. Reponses are required to be accurate and timely. Assists with compliant and timely filing of required quarterly and annual tax returns.

Requirements

Minimum 1 Year of payroll tax payment and/or filing experience.
Proficient attention to detail and organization skills.
Strong communication skills- written and verbal.
Strong interpersonal skills.
Demonstrated ability to learn and apply basic concepts in new situations.
Ability to collaborate and work in a team environment, as well as work independently and make sound decisions.
Must be comfortable working in a performance-based and structured environment with demonstrating high ethical standards.
Strong computer skills including but not limited to Microsoft Office (Excel, Word), Outlook, Evolution Payroll software (preferred, but not required), or other payroll tax software experience.
Advanced excel and payroll software skills.
Minimum H.S. diploma/GED equivalent.

Nice To Haves

Multi-state and multi-client local taxation experience preferred.
Participation in continuing education with American Payroll Association to obtain knowledge of current payroll tax regulations, or Certified Payroll Professional (CPP) standing is nice to have.
College degree preferred but not required.

Responsibilities

Performs all duties in compliance with internal procedures, external regulations and brings compliance issues to the attention of Manager.
Responds to various agency notices inclusive of SUI returns, Missing coupons, missing returns or wage reports, incorrect rate notices, and zero coupon or return submissions.
Assists in client set up of new tax types/ agencies, proper and compliant receipt of authorizations and TPA assignments, and ID number updates.
Includes annual SUI rate update handling to ensure accurate UI payments for quarter end processing, frequency updates for timely withholding payments, and basic ID number updates/ resolution of ‘applied for’ situations.
Assists with notification and collection of quarter end adjustments.
Completes special projects and coordinates with Manager on progress.
Completes and files amended returns.
At year-end, acts as primary support to submit Social Security Number (SSN) updates to the Social Security Administration (SSA) via BSO when new W2s are requested to be provided.
Assists with monthly, quarterly, and annual payroll tax reporting within timely established deadlines.
Ensures that the appropriate documentation (for clients and agencies) in updated in Asure CRM tool.
Resolves tax notice issues and communicate instructions or updates to clients.