Tax Specialist

Role Overview

• Prepare and file payroll and sales tax returns in compliance with local, state, and federal regulations
• Accurately remit tax payments on behalf of customers within filing deadlines
• Respond to customer inquiries via the ticketing system, email, or phone with professionalism and clarity
• Communicate with tax authorities to resolve account issues, pursue penalty abatements, and clarity discrepancies in filings or payments
• Amend previously filed returns as needed, ensuring appropriate documentation and compliance
• Maintain thorough and up-to-date documentation of all filings, communications, decisions, and resolution steps to ensure transparency and continuity across internal teams
• Collaborate cross-functionally with Customer Success, Account Management, Technical Support, and Onboarding teams to deliver aligned customer communication and resolution
• Monitor assigned accounts to proactively identify and escalate potential tax compliance risks or filing delays
• Support process improvement by contributing feedback on reoccurring issues, inefficiencies, or customer education gaps

Requirements

• 2+ years of experience in payroll or sales tax filing, compliance, or related finance/tax operations roles
• Prior experience working with tax authorities (e.g., state revenue departments, IRS) is preferred
• Familiarity with business systems and processes related to payroll, accounts payable, inventory management, and reporting
• Strong knowledge of payroll and/or sales tax filing processes
• Excellent organizational skills with the ability to manage deadlines across multiple accounts or jurisdictions
• Professional communication skills, both verbal and written
• Attention to detail and commitment to accurate documentation
• Confidence in handling phone and email communications with customers and government agencies
• Ability to work effectively within a team and cross-functionally
• Proficiency in CRM, ticketing, or tax compliance platforms.

Benefits

• We are unable to offer work sponsorship for this role.
• Committed to creating a diverse environment and are proud to be an equal opportunity employer.