Enterprise Tax Support Specialist

Asure Software; Santa Ana (CA); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA/FSA

401K with match

Employee Stock Purchase Program

Fitness Reimbursement

Self-Managed PTO

Job summary

Asure Software in Santa Ana, CA is seeking a Client Relationship Manager to serve as the primary contact for enterprise clients, ensuring compliant payroll tax operations and strong partnerships with payroll and finance teams.

You will guide clients on the APTM platform, support quarterly/year-end processing, and collaborate with Accounting, Implementation, and Product teams to improve service quality. Hybrid work with benefits and growth opportunities.

Qualifications

• Minimum of 2 years of payroll tax filing and/or payment experience, preferably for large or multi-state employers.
• High school diploma or GED; associate or bachelor's degree preferred.
• Strong knowledge of multi-state payroll tax compliance and agency requirements.
• Experience in enterprise-level payroll environments (1,000+ employees or multi-EIN) preferred.
• Prior experience with PEO or HCM platforms preferred.
• Excellent written and verbal communication skills and attention to detail.

Responsibilities

• Serve as the primary contact for assigned enterprise clients, ensuring proactive communication and exceptional service.
• Develop understanding of each client’s payroll tax structure and compliance needs.
• Build partnerships with client payroll/finance teams to ensure compliant tax operations.
• Conduct client review meetings to discuss performance, items, and deadlines.
• Manage client cases and inquiries to meet SLAs and KPIs.
• Provide guidance on the APTM platform and related systems; assist training and onboarding.

Skills

Payroll tax compliance

Multi-state payroll

Communication skills

Analytical thinking

Attention to detail

Organizational skills

Microsoft Office

Salesforce

Deadline-driven

Education

High School Diploma

Associate/Bachelor’s degree preferred

Tools

Payroll software systems

Excel

Outlook

CRM software

Job description

Who we are

Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asure’s HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department.

This is a hybrid position based out of Asure's hub office location in Santa Ana, CA.

Client Relationship Management

• Serve as the primary point of contact for assigned enterprise clients, providing proactive communication and exceptional service.
• Develop a deep understanding of each client’s payroll tax structure, operations, and compliance needs.
• Build and maintain strong partnerships with client payroll and finance teams to ensure consistent, compliant tax operations.
• Conduct regular client review meetings to discuss performance metrics, outstanding items, and upcoming deadlines.
• Manage client cases and inquiries to ensure timely, accurate, and thorough resolution in line with service-level agreements (SLAs) and key performance indicators (KPIs).

Payroll Tax Compliance & Support

• Ensure timely setup and maintenance of all client tax types and agencies, including registration updates, rate/frequency changes, and authorization management.
• Monitor and manage SUI (State Unemployment Insurance) rate updates, tax payment frequencies, and ID number maintenance to prevent compliance issues.
• Partner with clients to resolve payroll tax exceptions, unfiled returns, unpaid balances, or missing agency registrations.
• Collaborate closely with clients during quarterly and year-end processing to ensure full compliance and accurate reconciliation.
• Support variance analysis and tax reconciliation efforts to ensure accuracy across all filings and payments.
• Work with internal teams to address funding discrepancies, NSFs, or payment reversals promptly and accurately.

System Guidance & Process Optimization

• Provide guidance and technical assistance on the APTM platform and related systems, ensuring clients fully understand system features and functionality.
• Support client training and onboarding for new users or process updates.
• Identify opportunities to streamline client processes or improve tax data accuracy through better system usage or internal collaboration.
• Document and maintain best practices, SOPs, and reference materials for client use and internal training.

Collaboration & Continuous Improvement

• Partner with internal departments—including Accounting, Implementation, and Product teams—to resolve issues and enhance service quality.
• Proactively identify process or system issues affecting enterprise clients and recommend solutions.
• Participate in special projects and initiatives designed to enhance client experience, compliance, and operational efficiency.
• Escalate potential compliance risks or complex issues to management as appropriate.

Qualifications

• Minimum of 2 years of payroll tax filing and/or payment experience, preferably supporting large or multi-state employers.
• High school diploma or GED required; associate or bachelor’s degree preferred.
• Strong knowledge of multi-state payroll tax compliance and agency requirements.
• Experience in enterprise-level payroll environments (e.g., 1,000+ employees or multi-EIN organizations) preferred.
• Prior experience with PEO or HCM platforms preferred.
• Exceptional attention to detail, analytical thinking, and organizational skills.
• Excellent written and verbal communication skills; able to communicate complex tax issues clearly and professionally.
• Proficiency in Microsoft Office (Excel, Word), Outlook, Salesforce, and payroll/tax software systems.
• Ability to balance multiple priorities, work independently, and maintain accuracy in a fast-paced, deadline-driven environment.
• Strong commitment to compliance, ethics, and high-quality client service.

Compensation

The base range for this role is $33.00-$40.00 per hour depending upon level of experience.

This role offers a comprehensive benefit package.

Benefits

• Medical, Dental, Vision, HSA, FSA- All effective on day 1!
• Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
• 401K Program with 3% safe harbor contribution
• Employee Stock Purchase Program
• Fitness Reimbursement Program
• Self-Managed PTO

We are an equal opportunity employer. All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time.

NO AGENCIES PLEASE

Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asure’s mailing address, fax machine or email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.