Decode federal, state, and local payroll tax notices, translate tax jargon into plain English, and guide founders through resolution via email, Zoom, and Pylon
Draft letters, file responses, and represent Warp in conversations with IRS, state, and local tax agencies to resolve account discrepancies, penalties, and registration issues
Process state tax registrations, assist with jurisdiction setup across all 50 states, and support quarterly filings (Form 941 and state equivalents)
Maintain detailed case notes in Linear and Notion, track tax issues using project management platforms, and perform tax reconciliations
Flag compliance trends and process gaps, turn recurring issues into FAQs and Founder Guides, and help improve workflows through automation initiatives
Partner with Customer Support, Engineering, Product, and third-party administrators to test new tools and address client tax questions
Assist with end of year preparation and other annual compliance processes

Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience)
2-4 years of payroll or payroll tax experience
Strong attention to detail and exceptional organizational skills
you rigorously track every deadline, document, and follow-up
Excellent written and verbal communication skills with ability to translate complex tax concepts for non-technical audiences
Comfort juggling high notice volume and shifting priorities while maintaining exceptional customer experience
Experience with project management tools (Jira, Linear) and collaboration platforms (Slack, Zoom, Notion)
Proficiency with Google Sheets for data analysis and reconciliation
Experience with Mastertax or similar tax filing platforms
Comfortable making phone calls to tax agencies and researching compliance requirements
Willingness and openness to learn new things daily.

Tax Operations Specialist

Key skills