Tax Specialist I

Jobtailor; Santa Ana (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Jobtailor in Santa Ana, CA is seeking a payroll tax specialist to support client tax remittance and notices. You will resolve discrepancies, prepare federal/state/local returns, and collaborate with leadership to address root causes and improve processes.

The role requires experience with multi-state payroll taxes, SBO exposure, and strong Excel skills. Legal work authorization in the US is required; visa sponsorship is not available.

Qualifications

• 2+ years of payroll tax payment or filing experience
• Experience with multi-state and multi-client payroll taxes
• Payroll Service Bureau experience is a strong prospect qualification
• Advanced MS Excel skills
• Experience with payroll software systems; Evolution Payroll preferred
• High School Diploma or GED
• Must be legally authorized to work in the US
• Asure is unable to sponsor or transfer Visas

Responsibilities

• Provide support to clients regarding payroll taxes remitted on their behalf
• Resolve tax agency notices accurately and in a timely manner
• Resolve tax discrepancies from beginning to end
• Handle federal, state, and local tax return and payment submissions
• Strategize with peers and leadership on root causes of notices and filing processes
• Anticipate problems, plan tasks, and execute solutions to provide world-class customer service
• Maintain client tax setup, including third-party details, account numbers, unemployment rates, disbursement methods, and withholding frequencies
• Validate and evaluate requests from clients and internal partners to assign workflow and volume

Skills

Payroll tax processing

Multi-state payroll tax

Payroll software know-how

Advanced MS Excel

Client communication

Team collaboration

Attention to detail

Time management

Education

High School Diploma or GED

Tools

Evolution Payroll Software

Payroll Tax Software Systems

Microsoft Office Suite

Word

Outlook

Job description

• Provide support to clients regarding payroll taxes remitted on their behalf
• Resolve tax agency notices accurately and in a timely manner
• Resolve tax discrepancies from beginning to end
• Handle federal, state, and local tax return and payment submissions
• Strategize with peers and leadership on root causes of notices and filing processes
• Anticipate problems, plan tasks, and execute solutions to provide world-class customer service
• Maintain client tax setup, including third-party details, account numbers, unemployment rates, disbursement methods, and withholding frequencies
• Validate and evaluate requests from clients and internal partners to assign workflow and volume

Requirements

• 2+ years of payroll tax payment or filing experience
• Experience with multi-state and multi-client payroll taxes
• Payroll Service Bureau (SBO) experience is a strong prospect qualification
• Expertise in Microsoft Office, including Excel, Word, and Outlook
• Ability to communicate with team members, agencies, and clients for notice resolution
• Previous payroll technology skills
• Advanced MS Excel skills
• Experience with payroll software systems; Evolution Payroll software preferred, but not required
• Payroll tax software systems experience preferred
• High School Diploma or GED
• Must be legally authorized to work in the US
• Asure is unable to sponsor or transfer Visas

Core Competencies

Demonstrates expertise in payroll tax processes, including multi-state and multi-client payroll tax management, while providing exceptional customer service and effective communication with clients and agencies.

Highest-signal resume keywords

• Payroll Tax Payment Experience
• Multi-State Payroll Tax Experience
• Payroll Service Bureau Experience
• Advanced MS Excel Skills
• Payroll Software Systems Experience

ATS Optimization Keywords

Hard Skills

• Payroll Tax Filing
• Tax Discrepancy Resolution
• Federal Tax Return Submission
• State Tax Return Submission
• Local Tax Return Submission
• Client Tax Setup Maintenance
• Payroll Technology Skills
• Workflow Assignment
• Tax Agency Communication
• Problem Anticipation and Resolution

Soft Skills

• Customer Service
• Team Collaboration
• Communication Skills
• Problem-Solving

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Payroll Taxes
• Tax Agency Notices
• Tax Discrepancies
• Client Management
• Disbursement Methods

Tools & Technologies

• Microsoft Office
• Excel
• Word
• Outlook
• Evolution Payroll Software
• Payroll Tax Software Systems