Tax Operations Advocate

Overview

This role supports customer payroll tax operations, ensuring tax payments, filings, and related processes are completed accurately and on time. The position involves hands-on research, analysis, and troubleshooting, alongside cross-functional teams and tax agencies.

Responsibilities

• Process and file customer tax payments accurately and on time using various technology platforms.
• Collaborate with cross-functional teams (including Compliance, Product, and Engineering) to ensure seamless tax operations.
• Proactively troubleshoot and resolve issues, identifying root causes and implementing preventative measures.
• Improve existing processes to enhance efficiency, including identifying opportunities to leverage AI.
• Provide exceptional customer support to ensure customer tax needs are met.
• Investigate and solve process errors and help prevent future issues through continuous improvement.
• Act as a liaison with tax agencies and internal teams to ensure accurate customer representation.
• Provide data-driven insights and recommendations for process and strategy improvements.
• Build and implement scalable operational processes, applying AI where it adds clear value.

Requirements

• 1+ years of experience in operations or payroll, ideally in a fast-paced environment. Tax filing experience is not required, but familiarity with payroll processes is helpful.
• Customer-first mindset with a passion for excellent, solutions-oriented service.
• Strong problem-solving skills and an improvement-oriented mindset.
• Strong organizational skills: ability to manage multiple tasks, prioritize effectively, and work through ambiguity.
• Strong teamwork and collaboration skills, with excellent written and verbal communication.
• Ability to quickly learn and adopt new software and tools, including AI-powered platforms.
• Working knowledge of Excel required.

Preferred Qualifications

• Proficiency and familiarity with AI tools (e.g., for automation, data analysis, or process improvement).

Compensation & Benefits

• Cash compensation: $23.50/hr to $27.42/hr in Denver & most major metro locations; $24.36/hr to $28.42/hr for Los Angeles.
• Final offer amounts are determined by multiple factors including candidate location, experience, and expertise and may vary from the amounts listed above.
• Full-time employees receive competitive base pay, benefits, and equity (RSUs).

Location

• Physical office locations: Denver, San Francisco, and New York City.
• Employees based in those locations are expected to work from the office on designated days approximately 2–3 days per week (or more depending on role).
• San Francisco office expectations cover both the San Francisco and San Jose metro areas.
• When approved to work from a location other than an office location, a secure, reliable, and consistent internet connection is required, including non-office days for hybrid employees.
• The organization has a subsidiary with a physical office in Scottsdale; the same office expectations apply to those roles.