Tax Specialist I

Asure Software; Santa Ana (CA); On-site; USD 41,000 - 45,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401K with match

Stock Purchase Program

Fitness Reimbursement

PTO

Job summary

Asure Software is seeking a Tax Specialist I to handle compliant resolution of system, agency, and client tax notices. The role supports quarterly and annual tax returns, with responsibilities to manage SUI returns, wage reports, and SSA SSN updates when necessary.

You will work with Excel, Outlook, and Evolution Payroll in a collaborative, performance-driven environment. A HS diploma is required; college degree is a plus.

Qualifications

• Minimum 1 year payroll tax payment and/or filing experience.
• Proficient attention to detail and organizational skills.
• Multi-state and multi-client local taxation experience preferred.
• Strong written and verbal communication skills.
• Demonstrated ability to learn and apply concepts in new situations.
• CPP/APA knowledge or certification is a plus.
• Ability to collaborate in a team and work independently.

Responsibilities

• Resolve tax notices and assist with quarterly and annual payroll tax reporting.
• Update documentation in Asure CRM and ensure accuracy for clients and agencies.
• Coordinate with Manager on special projects and year-end ssn updates with SSA when needed.
• Assist with SUI returns, wage reports, and tax rate updates to ensure timely payments.
• Respond to agency notices and communicate instructions to clients.

Skills

Attention to detail

Multi-state taxation

Strong communication

Team collaboration

Adaptability

Learning mindset

Education

High school diploma or equivalent

College degree preferred

Tools

Excel

Outlook

Evolution Payroll

Payroll 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.

How you will contribute

The Tax Specialist I position is responsible for the compliant and accurate resolution of system, agency, and client issues regarding periodic, quarterly, and annual tax notices and requests from clients, internal staff and taxing authorities. Use the Asure tools for documentation and resolution of all tax issues and request. Reponses are required to be accurate and timely. Assists with compliant and timely filing of required quarterly and annual tax returns.

Major Duties and Responsibilities

• Performs all duties in compliance with internal procedures, external regulations and brings compliance issues to the attention of Manager.
• Responds to various agency notices inclusive of SUI returns, Missing coupons, missing returns or wage reports, incorrect rate notices, and zero coupon or return submissions.
• Assists in client set up of new tax types/ agencies, proper and compliant receipt of authorizations and TPA assignments, and ID number updates.
• Includes annual SUI rate update handling to ensure accurate UI payments for quarter end processing, frequency updates for timely withholding payments, and basic ID number updates/ resolution of ‘applied for’ situations.
• Assists with notification and collection of quarter end adjustments.
• Completes special projects and coordinates with Manager on progress.
• Completes and files amended returns.
• At year-end, acts as primary support to submit Social Security Number (SSN) updates to the Social Security Administration (SSA) via BSO when new W2s are requested to be provided.
• Assists with monthly, quarterly, and annual payroll tax reporting within timely established deadlines.
• Ensures that the appropriate documentation (for clients and agencies) in updated in Asure CRM tool.
• Resolves tax notice issues and communicate instructions or updates to clients.

Qualifications

• Minimum 1 Year of payroll tax payment and/or filing experience.
• Proficient attention to detail and organization skills.
• Multi-state and multi-client local taxation experience preferred. Strong communication skills- written and verbal.
• Strong interpersonal skills.
• Demonstrated ability to learn and apply basic concepts in new situations.
• Participation in continuing education with American Payroll Association to obtain knowledge of current payroll tax regulations, or Certified Payroll Professional (CPP) standing is nice to have.
• Ability to collaborate and work in a team environment, as well as work independently and make sound decisions.
• Must be comfortable working in a performance-based and structured environment with demonstrating high ethical standards.
• Strong computer skills including but not limited to Microsoft Office (Excel, Word), Outlook, Evolution Payroll software (preferred, but not required), or other payroll tax software experience.
• Advanced excel and payroll software skills.
• Minimum H.S. diploma/GED equivalent.
• College degree preferred but not required.

Compensation

The base hourly range for this position is $30.00 - $33.00, based on relevant experience, skills, and industry knowledge.

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

Our Mission

To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us.

• Helping customers grow by getting the most from their human capital.
• Helping our employees grow personally and professionally.
• Growing relationships in our communities that inspire goodness.
• Grow shareholder value

Our Vision

Be the most trusted Human Capital Management resource to entrepreneurs everywhere.

Our Values

• Embrace Change
• Lead with Integrity
• Own the Outcome
• Deliver Awesome
• Be a Good Human

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.