Customer Care Tax Expert

This is a fully remote position, open to applicants in United States.

📋 Description

• Investigate and address payroll tax notifications as well as issues raised by customers or internal stakeholders, delivering root cause analysis and actionable recommendations.

• Assist customers with tax-related inquiries via incoming phone calls, emails, and chat support.

• Collaborate with internal operations teams and tax agencies to gather precise payroll tax account information.

• Aid customers in identifying and updating their payroll tax jurisdiction account details.

• Review and balance payroll tax liability debits and credits against customer bank statements.

• Suggest process enhancements to minimize recurring tax challenges and enhance filing efficiency.

• Provide support to customers during the setup of Third-Party Agents.

• Assist customers with Power of Attorney documentation and submit necessary forms to tax agencies.

• Communicate with tax agencies regarding discrepancies in payroll taxes, inquiries, penalty abatements or waivers, and tax clearances.

• Participate in monthly, quarterly, and annual tax filings as well as special projects.

⛳️ Requirements

• A minimum of 2 years of experience in a role focused on customer satisfaction and enhancing the customer experience.

• At least 1 year of previous experience in a payroll service bureau.

• Familiarity with federal, state, local, and paid family leave payroll taxes.

• Ability to work autonomously and manage competing priorities in a dynamic environment.

• Excellent communication, critical thinking, and problem-solving abilities.

• Strong organizational and time-management skills, capable of handling a high volume of customer cases.

• Experience in managing sensitive or confidential information.

• Proficient in Microsoft Excel and Google Suite.

🏝️ Benefits

• Competitive salary and comprehensive benefits packages.

• A total rewards program that promotes a healthy lifestyle.

• Flexibility to adapt to the evolving needs of employees.

• Reasonable accommodations for individuals with disabilities during the hiring process.