Lead Tax Filing and Rejection Specialist

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

📋 Description

• Offer specialized knowledge and support to team members in the Tax Filing and Rejection department

• Assist with high-touch or high-profile accounts, special initiatives, and daily responsibilities

• Aid in handling aged, reopened, complex, or escalated cases

• Develop guides and standard operating procedures (SOPs) for resolving filing errors

• Enhance quality assurance by flagging cases for review and pinpointing first-touch closure opportunities

• Examine and interpret employer- and employee-level tax and payroll information

• Recognize opportunities for process improvements and contribute to enhancement proposals

• Report trends and recurring issues to management

• Provide timely and precise tax support to both internal and external clients

• Create or assist in Filing/Rejection-related root cause analyses

• Work collaboratively with Account Health to prevent errors and reduce rejections

• Identify opportunities for automation within Filing/Rejection processes

• Promote team efficiency, consistency, collaboration, and performance

⛳️ Requirements

• Associate degree

• 2+ years of experience in payroll tax

• Familiarity with Payroll and Payroll Tax functions and terminology

• Comprehensive knowledge of all tax agencies and various tax types

• Strong grasp of payroll tax regulations, including multistate and SUI requirements, as well as tax data management processes

• Understanding of quality assurance principles, techniques, and best practices

• Skills in root cause analysis

• Advanced proficiency in Excel and the Microsoft Office Suite

• Preferred experience with ERP systems such as Workday, PeopleSoft, or similar platforms

• Experience in payroll tax outsourcing is preferred

• Strong analytical, problem-solving, organizational, and time management skills

• Excellent verbal and written communication abilities

• Capability to manage multiple tasks, projects, and deadlines

• Ability to maintain confidentiality while dealing with sensitive matters

🏝️ Benefits

• A values-driven culture

• Opportunities for upward mobility

• Professional development opportunities

• Chances to learn and exchange ideas

• Creative collaboration

• Recognition and rewards for innovative thinking and hard work