Payroll Tax Case Administrator

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

📋 Description

• Oversee the entire Power of Attorney (POA) and Third-Party Authorization (TPA) process, which includes reviewing requests, preparing documentation, obtaining necessary signatures, submitting authorizations, and tracking the progress until completion.

• Analyze jurisdictional requirements to ensure that POA and TPA documents are precise, comprehensive, and adhere to agency guidelines.

• Work collaboratively with tax agencies, clients, and internal teams to address missing information, rejected forms, and issues related to authorization.

• Keep track of pending, rejected, and outstanding POA/TPA requests and follow up to ensure timely resolutions.

• Maintain accurate records, trackers, documentation, and case statuses.

• Identify jurisdictions that have specific TPA or authorization requirements and adhere to the appropriate processes.

• Assist in the creation and upkeep of Standard Operating Procedures (SOPs), work instructions, and reference materials.

• Offer guidance to team members regarding POA and TPA requirements and processes.

• Elevate complex or unresolved authorization issues for further assistance.

• Aid in the management of tax cases during periods of high volume, staffing shortages, or increased aged inventory.

• Review, research, and process assigned tax cases in accordance with established procedures and service-level expectations.

• Contribute to the reduction of aged cases while ensuring queue health is maintained.

• Collaborate with Case Administrators and Tax Operations teams to resolve issues and advance cases.

• Prioritize tasks based on urgency, age, jurisdiction, and business impact.

• Uphold quality and accuracy while managing both POA/TPA and case-handling responsibilities.

⛳️ Requirements

• High School diploma is required.

• A minimum of 1 year of experience in tax is necessary.

• Strong analytical and research capabilities are essential.

• Proficiency in Microsoft Word is required.

• Excellent skills in Excel are necessary.

• Flexibility to work split shifts, evenings, weekends, and holidays is required.

• Strong organizational skills with the ability to multitask and effectively support multiple clients are essential.

• Exceptional data entry and research abilities are necessary.

• Comfort with technology and its application in problem-solving is important.

• Ability to meet deadlines is crucial.

• A Bachelor's degree is preferred.

• Knowledge of payroll taxes is an advantage.

• Familiarity with Zendesk and/or Salesforce programs is preferred.

🏝️ Benefits

• A values-driven culture.

• Opportunities for upward mobility.

• Professional development opportunities available.

• Chances to learn and exchange ideas.

• Encouragement of creative collaboration.

• Recognition and rewards for innovative thinking, fresh perspectives, collaborative efforts, and hard work.