Technical Tax Operations Lead

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

📋 Description

• Act as the main technical operations and support connection for clients throughout implementation, onboarding, parallel testing, and production activities.

• Deliver expert troubleshooting, data consulting, file/data validation, customer configuration assistance, and guidance on technical tax setups.

• Serve as the escalation point for intricate customer issues related to payroll tax data, tax code mapping data files, agency setup data requirements, API integrations, file processing, ACH/payment configurations, and production assistance.

• Assist customers in successfully onboarding and enhancing their tax operations by addressing issues, ensuring data quality, and recommending best practices.

• Review, validate, and troubleshoot onboarding files for customers, which include company setup, filer setup, employee data, tax setup files, tax detail files, and associated data imports.

• Identify, investigate, and resolve data quality concerns prior to production deployment.

• Analyze extensive data loads for completeness, formatting errors, missing values, invalid identifiers, and compliance issues.

• Troubleshoot rejected files, malformed data, missing records, import failures, and downstream processing challenges.

• Coordinate customer history loads, parallel testing datasets, and readiness for production cutover.

• Facilitate ongoing customer data synchronization and update processes.

• Analyze XML, TXT, CSV, ACH/NACHA, tax detail, notification, and payment-related files.

• Diagnose issues related to APIs, inbound/outbound file processing, integrations, authentication, notifications, and data transformations.

• Validate specifications for inbound and outbound files.

• Support customer testing efforts involving payment files, agency files, filing extracts, notification feeds, and reconciliation processes.

• Provide Tier 2 escalation support for complex customer incidents and operational challenges.

• Manage technical support tickets through investigation, prioritization, documentation, communication, and resolution.

• Document recurring issues and contribute to the development of the knowledge base and standard operating procedures (SOPs).

• Coordinate and assist with integration testing, user acceptance testing (UAT), connectivity validation, parallel testing, and production cutover activities.

• Validate API integrations, batch processes, nightly jobs, file exchanges, and operational workflows.

• Track defects, testing results, and readiness milestones.

• Ensure end-to-end customer processing is verified before going live.

⛳️ Requirements

• Over 7 years of experience in supporting payroll, tax, finance, HR technology, payroll integrations, or enterprise software platforms.

• Proficient in analyzing XML, CSV, TXT, JSON, and related integration files.

• Background in relational data structures, data validation, and configuration management.

• Familiarity with ACH, NACHA, payment processing, and file transfer concepts is preferred.

• Experience in troubleshooting complex customer-facing software implementations.

• Proven experience in supporting APIs, integrations, data imports, and file-based processing solutions.

• Skilled in managing escalated support incidents and technical support queues.

• Preferred experience with payroll platforms such as SAP, Workday, UKG, Dayforce, Oracle HCM, or similar systems.

• Experience in participating in software implementations and UAT cycles.

• Knowledge of payroll tax filing, garnishments, and payment processing operations.

• Experience in operations or customer success roles.

🏝️ Benefits

• Culture based on values.

• Opportunities for upward mobility.

• Professional development opportunities.