Tax Analyst - PEO

Overview

This role supports U.S. payroll tax operations in a remote, PEO-focused environment. You will manage tax registrations and account maintenance with federal and state tax agencies, resolve daily tax issues, and drive process improvements to improve efficiency and accuracy.

Responsibilities

Tax Operations & Account Management

• Manage payroll-related state tax registrations and account maintenance, including employment tax and workers’ compensation accounts, in coordination with federal and state tax agencies to support employer onboarding and ongoing compliance.
• Handle daily tax operations, including tax filing, account setup, and issue resolution with government tax authorities.
• Provide constructive feedback to internal teams and government agencies to support accurate and timely tax registrations and account maintenance.
• Review and resolve inbound escalations related to tax issues, including registration errors, registration challenges, and agency communications.
• Must have U.S. payroll experience to support compliance requirements in a PEO environment.

Strategic Tax Planning & Process Improvement

• Develop and execute tax operations strategies to streamline registration processes and tax filings.
• Identify opportunities to improve tax registration workflows, ensuring efficiency and accuracy.
• Collaborate with R&D to automate tax registration and reporting processes to improve customer onboarding efficiency.

Compliance & Tax Quality Assurance

• Ensure compliance with federal, state, and local tax regulations, including timely and accurate tax registrations and submissions.
• Establish and maintain high-quality assurance standards for tax-related operations, ensuring accuracy in tax data and reporting.

Stakeholder Communication & Reporting

• Serve as the primary point of contact for federal and state tax agencies, ensuring effective communication, prompt issue resolution, and strong agency relationships.
• Share agency tax-related updates and insights with internal stakeholders, including reports on tax filings, registration status, and compliance metrics.
• Use internal software tools to analyze customer tax data and provide insights to sales teams for tax-related aspects of customer proposals and engagements.

Requirements

• Proven experience supervising operations, ideally in a payroll or similar environment.
• Strong project management skills with a record of leading cross-functional initiatives.
• Excellent organizational and problem-solving skills.
• Strong leadership and team-building abilities.
• High comfort with technology and the ability to work in a fast-paced remote environment.
• Outstanding written and verbal communication skills.
• Ability to work autonomously and make decisions with minimal supervision.
• Passion for building new business lines and driving growth.
• Fluent in English; additional languages are a plus.
• Experience working remotely is preferred but not required.
• Ability to work U.S. hours (flexibility for Pacific time zone - PST + Eastern standard time - EST).
• Demonstrated strength in automation and AI capabilities, including AI fluency.

Preferred Qualifications

• Experience working remotely (preferred).

Compensation & Benefits

• Not specified.

Location

• United States

Start Date

• As soon as possible

Reporting Line

• Finance Manager (PEO)

Application Process

1. Interview with recruiter
2. Interview with team members (no managers present)
3. Interview with future manager
4. Interview with General Manager (PEO)
5. Interview with VP of Tax
6. Bar Raiser Interview
7. Prior employment verification check