Tax Data Specialist

Overview

This role supports customers by maintaining and updating tax profile data, managing assigned cases and tasks, researching payroll tax data concerns, and coordinating with internal teams to ensure accurate data, timely resolution, and consistent service across multiple systems.

Responsibilities

• Own and maintain assigned customer tax profiles, including:
  • Jurisdictions
  • Account numbers
  • Unemployment insurance rates
  • Filing frequencies
  • Account statuses
  • Other employer tax attributes
• Process accurate and timely tax profile updates within approved systems and tools.
• Manage assigned customer cases and internal tasks from intake through resolution, including:
  • Prioritization
  • Research
  • Documentation
  • Communication
  • Follow-up
  • Closure or transfer
• Provide professional support for:
  • Tax profile questions
  • Tax-code setup needs
  • General payroll tax inquiries
  • Customer-reported data concerns
• Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies within the team’s scope.
• Proactively identify conditions that may affect funding, payments, filings, reconciliation, or customer reporting, and initiate the appropriate correction or escalation.
• Use established outreach and escalation processes, set clear expectations, and provide complete handoffs when specialized ownership is required.
• Collaborate across Tax Operations and use tools such as Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions.
• Meet established service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs.
• Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate company values.

Core Competencies

• Attention to detail and commitment to data accuracy
• Analytical research, problem-solving, and follow-through
• Clear, professional, customer-focused communication
• Effective case, task, time, and priority management
• Independent ownership and cross-team collaboration
• Adaptability, accountability, discretion, and sound judgment

Requirements

• 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 organize, compare, filter, and analyze data.
• Demonstrated ability to manage multiple priorities and deadlines while producing accurate, well-documented work.
• Highly organized and detail-oriented, with excellent written and verbal communication skills.

Preferred Qualifications

• Payroll tax outsourcing or managed-services experience.
• Experience in payroll tax, payroll operations, tax data management, or a comparable data-intensive service environment.

Location

• Remote, computer-based role.
• Requires reliable attendance, sustained focus, confidentiality, and effective virtual collaboration.
• Schedule flexibility may be needed during critical business periods, consistent with company policy and applicable law.
• This position does not have direct people-management responsibility.