Partner Support Specialist – Corrections

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

📋 Description

• Analyze discrepancies in payroll and payroll taxes to uncover root causes and assess their effects on employees, pay periods, quarters, and jurisdictions.

• Amend historical payroll records, encompassing wages, taxes, benefits, deductions, exemptions, and work locations, while ensuring the accuracy of the updated results.

• Identify previously submitted filings that require amendments based on period, jurisdiction, and form.

• Supply filing teams with thorough and precise correction documentation.

• Ascertain when corrected tax forms for employees and contractors, such as W-2C and 1099 corrections, are necessary.

• Verify corrected tax figures prior to the issuance of forms.

• Reconcile tax accounts by ensuring that calculated, collected, and filed amounts are balanced.

• Determine any resulting tax due, refund, or credit.

• Assess the financial impact of each correction and initiate the appropriate collection or refund process.

• Evaluate materiality and filing obligations, define the scope of corrections, and document the supporting rationale.

• Communicate the outcomes of corrections, filing changes, tax implications, and anticipated timelines to partners through written updates.

• Collaborate with Tax Operations, Payroll Operations, Engineering, Product, Risk, and Revenue teams to address complex cases.

• Raise suspected product defects with comprehensive context.

• Handle a large volume of concurrent cases while adhering to filing deadlines and service-level commitments, prioritizing based on risk and impact.

• Identify recurring root causes and propose enhancements to processes, documentation, automation, and products.

⛳️ Requirements

• 3–4 years of experience in payroll operations, payroll tax, tax compliance, or a client-facing role in support of a payroll, HR technology, or fintech product.

• Practical experience with payroll corrections, account reconciliation, and the amendment process, or equivalent experience in rectifying regulated submissions.

• Proficiency in handling corrected and amended tax forms.

• Knowledge of multi-jurisdiction payroll tax, including federal employment taxes, state income tax, unemployment insurance, paid leave and disability programs, annual reconciliations, and local taxes.

• Proven ability to analyze data to investigate issues and identify root causes and resolutions.

• Advanced proficiency in spreadsheets; experience with SQL is an added advantage.

• Capability to identify process enhancements and execute operational solutions at scale.

• Familiarity with AI tools to automate workflows while ensuring accuracy.

• Experience with ticketing and/or case management systems, particularly Zendesk.

• Willingness to manage elevated workloads during quarter-end and year-end filing periods.

• Availability to attend the annual 3-day company offsite each spring.

• Eligibility to work in the United States.

• Check participates in E-Verify and requires verification of work authorization for new employees.

🏝️ Benefits

• Equity.

• Flexible PTO and sick leave.

• Generous paid parental leave for all new parents.

• Flexible return-to-work options.

• 401k retirement plan.

• $100 monthly stipend for home internet and mobile phone expenses.

• Medical, dental, vision, short-term/long-term disability, and basic life insurance coverage starting on the first day of employment.

• Annual 3-day company retreat/offsite.

• Meals provided on Tuesdays and Thursdays for in-office and hybrid employees.

• Regular happy hours, game nights, and other in-person events for in-office and hybrid employees.