Tax Operations Advocate

Overview

This role supports Tax Operations within the Payroll Operations organization. The team ensures the payroll tax engine runs smoothly by processing and filing tax payments and returns accurately and on time, while working closely with tax agencies and cross-functional partners.

The position is hands-on and emphasizes research, analysis, excellent communication, and first-principles problem solving. Success requires strong attention to detail, organization, task management, and comfort working in a fast-paced, deadline-driven environment.

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, identify root causes, and implement preventative measures.
• Continuously improve existing processes to enhance efficiency, including identifying where AI can be leveraged to drive improvements.
• Provide exceptional customer service and support to ensure customers’ tax needs are met.
• Investigate and solve process errors, helping prevent future issues.
• 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, including opportunities to apply AI where it adds clear value.

Requirements

• 1+ years of experience in tax filing, ideally in a fast-paced environment, with familiarity with tax filing processes.
• Customer-first mindset with a passion for solutions-oriented service.
• Strong problem-solving skills and an improvement-oriented mindset that challenges the status quo.
• Excellent organizational skills: ability to manage multiple tasks, prioritize effectively, and navigate ambiguity.
• Strong teamwork and collaboration skills, plus excellent written and verbal communication.
• Ability to quickly learn and adopt new software and tools, including AI-powered platforms that streamline workflows and improve efficiency.
• Proficiency in Excel required.

Preferred Qualifications

• Familiarity with SQL.
• Experience with AI tools (e.g., for automation, data analysis, or process improvement).

Compensation & Benefits

• Cash compensation: $26.19/hr to $32.30/hr in Denver & most major metro locations.
• Los Angeles cash compensation: $26.84/hr to $34.00/hr.
• 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).
• Offer amounts are determined by role, level, and location.

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).
• Same office expectations apply to Symmetry roles (a subsidiary) with a physical office in Scottsdale.
• 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, a secure, reliable, and consistent internet connection is required, including on non-office days for hybrid employees.

Equal Opportunity

The employer is an equal opportunity employer and does not discriminate in hiring or employment decisions based on protected characteristics. The employer considers qualified applicants with criminal histories consistent with applicable law and is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans during the application process.