Tax Data Specialist

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

📋 Description

• Act as the main tax representative for a designated customer portfolio throughout the transition phase.

• Oversee customer cases, tasks, and inquiries, ensuring prompt resolution and effective communication.

• Facilitate customer meetings and assist with payroll tax transition efforts.

• Review and manage tax profiles, configurations, tax rates, and associated customer information.

• Investigate and resolve issues related to payroll tax data, configurations, and reconciliations.

• Process requests for profile updates and ensure accurate record-keeping across tax systems.

• Collaborate with internal teams to ensure successful customer onboarding and transition to Tax Services.

• Suggest enhancements for processes, documentation, and knowledge resources.

• Meet set quality, productivity, and customer service benchmarks.

• Participate in team initiatives, special projects, and other assigned tasks.

⛳️ Requirements

• Associate degree or a comparable combination of education and relevant experience.

• Familiarity with U.S. federal, state, and local payroll tax principles as well as multi-jurisdictional requirements.

• Proficient in Microsoft Excel, including analyzing payroll tax data, conducting reconciliations, identifying discrepancies, and aiding issue resolution.

• Capability to handle multiple priorities and deadlines while producing precise and well-documented work.

• Highly organized and detail-oriented.

• Exceptional written and verbal communication abilities.

• Strong skills in presentation and communication.

• Confidence in facilitating customer meetings and discussing payroll tax processes, issues, and solutions.

• Keen attention to detail and a commitment to data precision.

• Skills in analytical research, problem-solving, and follow-through.

• Effective management of cases, tasks, time, and priorities.

• Independent ownership and collaboration across teams.

• Adaptability, accountability, discretion, and sound judgment.

🏝️ Benefits

• Values-driven culture.

• Opportunities for career advancement.

• Professional development initiatives.

• Chances to learn and exchange ideas.

• Creative teamwork.

• Opportunities to offer innovative ideas and fresh perspectives.