The opportunity
Training will be 5 weeks. There is no PTO allowed during training period.
What you'll do
Research and resolve payroll tax notices and issues raised by customers or: internal stakeholders, providing timely root cause analysis and clear recommendations
Support customers with tax-related questions across inbound phone (AI-routed: and/or warm transfer), email, and chat channels
Partner with internal operations teams and tax agencies to obtain accurate: payroll tax account information, ensuring timely and accurate filings and payments
Help customers identify and update payroll tax jurisdiction account: information to keep filings and payments on schedule
Review and reconcile payroll tax liability debits/credits against customer bank accounts
Recommend process improvements to reduce recurring tax issues and improve filing efficiency
What they're looking for
- Support customers through Third-Party Agent (TPA) setup
- Guide customers through completing Power of Attorney (POA) documentation and: submit forms to tax agencies on their behalf
- Correspond with tax agencies on payroll tax discrepancies, inquiries, penalty: abatements/waivers, and tax clearances
- Contribute to monthly, quarterly, and annual tax filings, plus special projects as assigned