Tax Support Specialist

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Take ownership of a designated set of federal, state, and local tax agencies from start to finish, encompassing notice resolution, correspondence, corrections, and ongoing compliance within your portfolio.

• Serve as the primary contact with agencies: making calls, navigating agency processes, and ensuring issues are fully resolved.

• Directly communicate with partners regarding the status of their notices or tax accounts.

• Balance and reconcile tax accounts within your agency portfolio, identifying discrepancies and driving their resolution.

• Manage a queue of tax issues across your agencies, effectively balancing urgency and complexity while keeping track of outstanding items.

• Identify when patterns within your portfolio indicate a larger systemic issue and relay that information to the appropriate individuals.

⛳️ Requirements

• 3–5 years of experience in payroll tax, tax operations, compliance, or notice resolution.

• Comfort with phone communication with tax agencies, as well as written communication with partners.

• Familiarity with federal (IRS/SSA), state, and local agencies; ability to research and navigate unfamiliar agencies as they arise.

• Highly organized and methodical in approach.

• Proactive in problem-solving, thoughtfully escalating issues, and ensuring outcomes are achieved to completion.

• An inquisitive nature towards edge cases; viewing unfamiliar notice types as puzzles to be solved.

🏝️ Benefits

• Flexible PTO and sick leave.

• Generous paid parental leave for all new parents along with flexible return-to-work options.

• A 401k retirement plan.

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

• Comprehensive medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective from your first day of employment.