Overview
This role is a Lead Tax Processor and Subject Matter Expert (Level X5) within Payroll Tax Operations (PTO). You will provide technical leadership, independently resolve complex escalations, and serve as the primary go-to resource for the team.
SelectTime provides virtual expert services directly to customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. This is an hourly, non-exempt position, eligible for overtime pay.
Responsibilities
- Serve as the primary real-time technical expert for TP1, TP2, and TP3 staff by answering complex questions and teaching resolution paths to build team capability.
- Author, technically review, and provide formal approval of Standard Operating Procedures (SOPs) and Knowledge Base (KB) articles across core operations.
- Conduct structured formal coaching sessions at least once per quarter with assigned team members using the SBIC feedback model to close skill gaps.
- Lead or contribute to team huddles, group QA sessions, and performance board updates; serve as primary backup facilitator for Daily Stand-Ups when the M1 manager is unavailable.
- Maintain a full understanding of the daily business landscape by independently overseeing WIP management, backlog reduction, and aging reports; recommend staffing adjustments to the M1 manager.
- Resolve the most severe State and Federal payroll tax notices, including multi-quarter IRS discrepancies, state audit inquiries, and cross-jurisdictional penalty assessments.
- Approve highly complex amended Federal (Form 941-X, W-2c) and State returns across all states, ensuring complete audit trails and ledger reconciliation.
- Identify systemic trends, emerging compliance risks, and Known Issues (KIs); communicate findings to the M1 manager and cross-functional stakeholders with data-driven recommended responses.
- Represent the team’s perspective in cross-functional meetings, demonstrate a commitment to compliance integrity, and provide risk-informed alternatives under pressure.
Required Qualifications
- 4+ years of payroll tax experience, with a demonstrated focus on complex tax defect resolution, notice response, and multi-state amendment filings.
- Prior experience functioning formally as a lead, senior specialist, or SME, with specific examples of coaching, mentoring, or training junior staff through nuanced resolution scenarios.
- Expert knowledge of tax payment and filing regulations across all US jurisdictions, including extensive experience with local municipal tax systems (e.g., PA, OH) and state-level programs (e.g., PFML, SDI).
- Advanced writing skills used to create, review, and approve Standard Operating Procedures and technical documents for a tax processor audience without requiring revision.
- Demonstrated extreme ownership of team Service Level Agreements by consistently identifying “red flags” and resolving workflow barriers before they impact the business.
- A consistent “validation-first” mindset, bringing fully vetted potential solutions and technical alternatives to leadership rather than only identifying problems.
- 5+ years of experience independently handling highly sensitive customer and internal peer escalations with minimal leadership guidance.
- 4+ years of experience in contact center, customer service, or back-office operations enabling navigation of high-volume, service-related business needs.
- Comfortable leveraging and testing AI (artificial intelligence) tools to complete daily tasks and drive continuous improvement across team workflows.
Preferred Qualifications
- Certified Payroll Professional (CPP) designation is highly preferred, or expected within 18 months of placement (Enrolled Agent designation is a strong differentiator).
- High proficiency in driving Lean management practices, including consistent execution of Daily Huddles, Gemba Walks, and use of Daily Management boards to resolve operational bottlenecks.
- History of exceeding standard metrics while maintaining a personal quality accuracy rate of 95% or higher.
Compensation & Benefits
This role includes a competitive compensation package with pay for performance rewards.
Expected base pay range by work location:
- California (Bay Area): $46.00 - $62.00
- Southern California: $46.00 - $62.00
- Colorado: $38.00 - $51.00
- District of Columbia: $38.00 - $51.00
- Hawaii: $39.50 - $53.50
- Illinois: $38.00 - $51.00
- Maine: $34.50 - $46.50
- Maryland: $38.00 - $51.00
- Massachusetts: $39.50 - $53.50
- Minnesota: $34.50 - $46.50
- New Jersey: $39.50 - $53.50
- New York: $46.00 - $62.00
- Ohio: $34.50 - $46.50
- Vermont: $38.00 - $51.00
- Virginia: $38.00 - $51.00
- Washington: $39.50 - $53.50
This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.
Location
United States (pay ranges provided by state listed above).