Tax Data Specialist

Job Description:

• Serve as the primary tax contact for an assigned customer portfolio during the transition period
• Manage customer cases, tasks, and inquiries, ensuring timely resolution and communication
• Lead customer meetings and support payroll tax transition activities
• Review and maintain tax profiles, setups, tax rates, and related customer data
• Research and resolve payroll tax data, configuration, and reconciliation issues
• Process profile update requests and maintain accurate records across tax systems
• Partner with internal teams to support successful customer onboarding and transition to Tax Services
• Recommend process, documentation, and knowledge resource improvements
• Meet established quality, productivity, and customer service standards
• Contribute to team initiatives, special projects, and other duties as assigned

Requirements:

• Associate degree or equivalent combination of education and relevant experience
• Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements
• Proficiency with Microsoft Excel, including analyzing payroll tax data, performing reconciliations, identifying variances, and supporting issue resolution
• Ability to manage multiple priorities and deadlines while producing accurate, well-documented work
• Highly organized and detail-oriented
• Excellent written and verbal communication skills
• Strong presentation and communication skills
• Ability to confidently facilitate customer meetings and discuss payroll tax processes, issues, and resolutions
• Attention to detail and commitment to data accuracy
• Analytical research, problem-solving, and follow-through
• Effective case, task, time, and priority management
• Independent ownership and cross-team collaboration
• Adaptability, accountability, discretion, and sound judgment

Benefits:

• Values-based culture
• Upward mobility
• Professional development opportunities
• Opportunities to learn and share ideas
• Creative collaboration
• Opportunities to contribute innovative thinking and fresh perspectives