Tax Production Specialist

Headquarters is in Charlotte, NC. Recently expanded to nearshore. isolved ranked for SMB Payroll in 2023 Sapient Report and voted top places to work in USA 2023.

About the role

The Tax Production Specialist supports the Tax Department to aid team initiatives. This person works closely with the Tax Operations team to support the payroll service client base.

Responsibilities

• Sort and manage daily tax mail
• Operate in a fast-paced environment
• Prepare and process power of attorney forms
• Maintain office supplies for tax team
• Aid in initial client outreach for operational data management initiatives
• Manage client records and create cases
• Assist with Daily, ME/QE/YE printing and filing of returns on behalf of clients
• Contribute to team effort by accomplishing related results as needed
• Make regular trips to the post office
• Other projects as assigned by Tax Production Lead or Tax Operations Manager

Requirements

• Must be extremely organized, have attention to detail, and meet critical deadlines
• Analytical with strong problem-solving abilities and creative resolution skills
• Strong interpersonal communication skills (both written and verbal) to interface effectively with individuals at various levels
• Leadership and time management skills
• Assists with establishing tax operations best practices and process improvements
• Must be able to communicate effectively and in a constructive manner with management, peers and coworkers
• Must be detail oriented, self-starter who has experience with Adobe Acrobat and Microsoft Office products
• Strong customer service skills are essential
• Ability to handle a busy working environment with multiple deadlines
• Possess strong organizational and prioritization skills
• Ability to work independently and in a team environment

About isolved

isolved is an employee experience leader, providing intuitive, people-first HCM (Human Capital Management) technology. Our solutions are delivered directly or through our partner network to more than five million employees and 145,000 employers - who use them every day to boost performance, increase productivity, and accelerate results while reducing risk. Our HCM platform, isolved People Cloud, seamlessly connects and manages the employee journey across talent management, HR & payroll, workforce management and engagement management functions. No matter the industry, we help high-growth organizations employ, enable and empower their workforce by transforming employee experience for a better today and a better tomorrow.