Remote Lead, Tax Resolution & Settings

Remote; San Francisco (CA); Remote; USD 37,000 - 44,000; Full time

Benefits offered by this job

Paid time off

Paid holidays

Medical, dental, and vision insurance

HSA and FSA accounts

Company-paid life, disability

401(k) with company match

Home office stipend

Education reimbursement

Flexible scheduling

Job summary

Patriot Software is hiring a Lead, Tax Resolution Specialist III for a 100% remote role serving US clients. The position blends hands-on payroll tax work with team leadership, guiding the Tax Resolution and Tax Settings groups to deliver accurate, compliant payroll tax services and exceptional customer experience.

You’ll resolve tax notices, respond to inquiries, coach teammates, and collaborate with the Tax Manager to build a scalable tax settings function.

Qualifications

• 3+ years in payroll or payroll tax with customer inquiries and tax notices.
• 1+ years handling customer escalations.
• 2+ years in a leadership role within customer support.
• Strong knowledge of federal, state, and local payroll tax procedures across all states.
• Self-starter who builds processes where none exist.
• Technically adept; quick to learn new software.
• Excellent time management and prioritization while balancing leadership duties.
• Ability to think conceptually with high attention to detail.
• Strong people and customer service skills for all levels.
• Calm and professional when dealing with frustrated customers.
• Able to work independently and in a team.

Responsibilities

• Lead Tax Resolution Specialist and Tax Settings teams, ensuring output and quality.
• Handle escalated customer calls and guide to timely resolutions.
• Perform quality checks and provide constructive feedback to teammates.
• Review weekly check-ins and identify coaching needs.
• Collaborate with Tax Manager to improve team performance and training.
• Support ongoing training in payroll tax knowledge and customer service.
• Ensure smooth workflows between Tax Resolution and Tax Settings teams.
• Hands-on tax resolution work (about 70%) and leadership (about 30%).

Skills

Payroll tax

Leadership

Customer service

Communication

Time management

Coaching

Self-motivation

Technical aptitude

Team leadership

Education

High School Diploma or GED

Tools

Payroll tax software

Job description

Patriot Software is hiring a Lead, Tax Resolution Specialist III for a 100% remote role serving US clients. The position blends hands-on payroll tax work with team leadership, guiding the Tax Resolution and Tax Settings groups to deliver accurate, compliant payroll tax services and exceptional customer experience.

You’ll resolve tax notices, respond to inquiries, coach teammates, and collaborate with the Tax Manager to build a scalable tax settings function.