Remote Payroll Operations Specialist

Overview

This role involves serving as a Senior Payroll Tax Processor within Payroll Tax Operations (PTO), handling accurate and timely resolution of payroll tax issues across Notices, Corrections, Amendments, and Pay & File. You will be a core production contributor with strong technical competence and meaningful independence in a high-volume case workload.

Responsibilities

• Execute full-cycle payroll tax case work for assigned accounts, including:
  • Process payroll runs accurately
  • Audit pre- and post-payroll output
  • Manage tax filings and payments
  • Maintain compliance across all active jurisdictions
• Independently research and resolve complex State and Federal payroll tax notices (including balance-due notices, deposit discrepancies, SUI rate change notices, and account mismatch notices), owning each case from intake through confirmed closure.
• Prepare written agency responses with complete supporting documentation; submit within agency-required deadlines and confirm receipt.
• Prepare amended payroll tax returns (Form 941-X and state equivalents) independently for complex amendments while retaining case ownership.
• Support payroll correction workflows by:
  • Identifying the source of a payroll error
  • Quantifying tax impact across affected quarters
  • Documenting the correction audit trail
  • Seeing resolution through to completion
• Manage a personal WIP queue with discipline:
  • Prioritize cases by SLA date
  • Flag aging cases before they breach SLA
  • Maintain thorough case documentation from first touch to closure
• Perform high-level trend analysis using customer data, system data, and agency correspondence to identify process or system deficiencies.
• Contribute to SOP and KB updates by flagging outdated content, suggesting revisions, and documenting solutions to previously unresolved issues.
• Collaborate cross-functionally with Corrections, Amendments, Pay & File, and Tax Notice teams; serve as a role model for TP1 staff and actively seek coaching and development from Staff Payroll Tax Processor and managers.

Qualifications

• 2–3+ years of hands-on payroll tax experience with a strong focus on notice resolution, amended return preparation, and payroll error correction across multiple states (not just general payroll administration).
• Working knowledge of IRS and state agency notice types, including the ability to read a notice, identify the type, understand the agency’s claim, and determine the appropriate resolution path.
• Demonstrated experience resolving State and Federal payroll tax notices independently, including:
  • Balance-due notices
  • Penalty assessments
  • SUI rate change notices
  • Deposit mismatch notices
• Comprehensive knowledge of tax payment and filing regulations, including understanding the distinction between employee and employer tax responsibilities across federal and state jurisdictions.
• Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more.
• Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures.
• Multi-state payroll tax expertise, including reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions.
• Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce.
• Excel/Google Sheets skills required, including VLOOKUP, pivot tables, and reconciliation auditing; able to trace a tax discrepancy through a spreadsheet independently.
• Strong written and verbal communication skills, including professional interactions with state and federal tax agencies and clear, complete documentation of case activity.
• Associate's or Bachelor's degree in Accounting, Business, or Finance preferred; equivalent experience accepted.
• Fundamental Payroll Certification (FPC) required; CPP preferred for candidates with 4+ years of experience. Active pursuit of CPP is viewed favorably. CPP holders will be evaluated for accelerated development.
• Experience at a payroll service bureau, PEO, or multi-client payroll tax environment is a significant advantage.

Preferred Qualifications

• CPP (preferred).
• Experience in a payroll service bureau, PEO, or multi-client payroll tax environment.

Compensation & Benefits

• This position includes eligibility for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.
• Expected base pay range:
  • California (Bay Area): $36.00 - $49.00
  • Southern California: $36.00 - $49.00
  • Colorado: $27.00 - $36.50
  • District of Columbia: $27.00 - $36.50
  • Hawaii: $28.50 - $38.50
  • Illinois: $27.00 - $36.50
  • Maine: $25.00 - $33.50
  • Maryland: $27.00 - $36.50
  • Massachusetts: $28.50 - $38.50
  • Minnesota: $25.00 - $33.50
  • New Jersey: $28.50 - $38.50
  • New York: $29.50 - $34.47
  • Ohio: $25.00 - $33.50
  • Vermont: $27.00 - $36.50
  • Virginia: $27.00 - $36.50
  • Washington: $28.50 - $38.50
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

• California (Bay Area)
• Southern California
• Colorado
• District of Columbia
• Hawaii
• Illinois
• Maine
• Maryland
• Massachusetts
• Minnesota
• New Jersey
• New York
• Ohio
• Vermont
• Virginia
• Washington

Work Schedule

• Minimum 20 hours per week, with the option to flex up to 40 hours per week based on business need.
• Hourly, non-exempt position eligible for overtime pay.

Additional Information

Candidates must meet the Fundamental Payroll Certification (FPC) requirement.