Tax Data Specialist

Job Summary

Serving as the primary tax specialist for customers during the first quarter of their Tax Services, the full-time Transitions Tax Data Specialist will manage customer cases, research payroll tax issues, and coordinate resolutions while working remotely.

Key responsibilities

• Serve as the primary tax contact for an assigned customer portfolio during the transition period
• Manage customer cases, tasks, and inquiries, ensuring timely resolution and communication
• Lead customer meetings and support payroll tax transition activities

Required qualifications

• Associate degree or equivalent combination of education and relevant experience
• Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements
• Proficiency with Microsoft Excel, including the ability to analyze payroll tax data and perform reconciliations
• Demonstrated ability to manage multiple priorities and deadlines while producing accurate work
• Highly organized and detail-oriented, with strong presentation and communication skills