Tax Data Specialist – Lead

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

📋 Description

• Assist the Tax Data Specialist team in managing queues, handling escalations, and providing subject-matter expertise.

• Oversee workload distribution, case assignments, and adjustments.

• Provide support for escalated Sev 1 and Sev 2 cases.

• Evaluate cases for quality assurance, reopened cases for initial closure chances, and aged cases for resolution.

• Aid team members in reviewing and resolving PBI reports.

• Support or assign tasks for high-touch/high-profile clients.

• Identify potential enhancements and assist in the enhancement process.

• Report patterns and opportunities to leadership.

• Deliver tax service support to OSV clients.

• Complete monthly, quarterly, and ad hoc reports and data requests within strict deadlines.

• Provide guidance, instruction, and training as a functional subject matter expert.

• Assist with day-to-day tasks and special team initiatives.

• Respond to internal and external customers in a professional and timely manner.

• Achieve quality and production targets.

• Build and maintain relationships with customers and internal teams.

• Collaborate with tax services and other internal departments on payroll tax processes.

• Analyze tax and payroll data at both employer and employee levels.

⛳️ Requirements

• Associate's degree or higher (or equivalent experience).

• 3-5 years of experience in Payroll Tax.

• Knowledge and experience with multistate tax jurisdictions.

• Familiarity with QA programs and techniques.

• Proficient in Microsoft Office Suite.

• Advanced skills in Excel.

• Data analytics capabilities.

• Understanding of tax rules and requirements.

• Strong research and follow-up abilities.

• Excellent written and verbal communication skills.

• Capacity to establish and maintain effective working relationships.

• Ability to manage sensitive and confidential matters in a fast-paced environment.

• Proficient in managing multiple projects with varying deadlines.

• Highly organized and detail-oriented.

• Customer-service oriented.

• Demonstrates professionalism and fosters team spirit.

🏝️ Benefits

• Values-driven culture.

• Opportunities for upward mobility.

• Professional development opportunities.

• Platforms to learn and share ideas.

• Opportunities for creative collaboration.