Sr. Tax Operations Specialist

Key Responsibilities

• Daily Tax Remittances: Process and remit payroll tax payments to federal, state, and local taxing authorities, including high-frequency (daily) remittances when required.
• Execute and monitor tax filings and payments within MasterTax, ensuring accuracy and timeliness.
• Cook up and verify system access in MasterTax to enable filing and remittance on customers’ behalf.
• Partner closely with onboarding and customer service teams to ensure smooth customer transitions.
• Agency Coordination & Compliance: Work directly with federal and state taxing authorities to resolve issues related to filings, payments, penalties, and notices.
• Research and respond to IRS and state agency notices, including incorrect filings, penalties, or payment discrepancies.
• Aid in transitioning customers from manual payment methods (checks) to electronic remittance (ACH/EFT).
• Maintain compliance documentation and audit-ready records within MasterTax.

Quarterly & Year-End Reporting

• Support quarterly payroll tax filings through MasterTax with federal and state agencies.
• Aid in year-end compliance activities, including preparation and filing of W-2 and 1099 forms.
• Ensure accuracy during peak reporting periods and support reconciliation efforts.

Ad Hoc Tax Research & Customer Support

• Address non-routine, customer-specific payroll tax issues as they arise.
• Conduct research on tax regulations, filing requirements, and agency correspondence.
• Collaborate with customers to identify root causes of issues and implement corrective actions.