Tax Data Specialist

Overview

This role involves maintaining tax profile data for customers, ensuring accurate processing of tax profile updates across multiple systems. The position requires strong attention to detail and the ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Serve as a point of contact for tax profile and basic tax inquiries, providing outstanding tax service to customers.
• Manage cases for assigned customer teams, delivering professional and timely responses.
• Maintain customer tax profiles by updating internal systems, including unemployment tax rates, account status, and account numbers.
• Support and manage proactive customer cases related to data or configuration anomalies that may impact payments and filings.
• Review and analyze employee and employer-level payroll tax data on behalf of customers.
• Meet strict deadlines for monthly, quarterly, and ad hoc reports and data inquiries.
• Achieve quality and production metrics established for the position.
• Foster a positive, collaborative work environment.
• Establish and maintain relationships with customers and internal teams to ensure high-quality service delivery.
• Collaborate closely with the tax services department and other internal teams to support the payroll tax process.
• Assist with special projects as needed.

Competencies

• Strong verbal and written communication skills.
• Ability to establish and maintain effective working relationships.
• High energy and self-motivation.
• Proficiency in Microsoft Office Suite, with strong Excel skills.
• Data analytics capabilities.
• Exceptional attention to detail.
• Strong organizational and time management skills.
• Ability to manage multiple projects with varying deadlines.
• Working knowledge of tax rules and requirements.
• Flexibility to adapt in a changing environment.

Qualifications

Education/Certification

• Associate's degree required.

Required Experience

• Payroll tax experience.
• Organized and detail-oriented with strong written and verbal communication skills.
• Working knowledge and background in multistate tax jurisdiction.

Preferred Experience

• Experience with payroll tax outsourcing.

Location

Not specified.

Compensation & Benefits

Not specified.