Tax Operations Advocate

Overview

This role supports Tax Operations, which ensures the organization’s payroll tax engine runs accurately and on time. The work is hands-on and emphasizes research, analysis, customer-focused service, and first-principles problem solving.

Responsibilities

• Process and file customer tax payments accurately and on time using various technology platforms.
• Collaborate effectively 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 and enhance efficiency, including identifying opportunities to leverage AI.
• Provide exceptional customer service and support to ensure customers’ tax needs are met.
• Investigate and solve process errors and contribute to preventing future issues.
• Serve 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 and drives process optimization.
• Excellent organizational skills: ability to manage multiple tasks, prioritize effectively, and stay comfortable navigating 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 that streamline workflows and improve efficiency.
• Proficiency in Excel required.

Preferred Qualifications

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

Compensation & Benefits

• Cash compensation: $26.19/hr to $32.30/hr in Denver & most major metro locations.
• Cash compensation: $26.84/hr to $34.00/hr for Los Angeles.
• Final offer amounts are determined by multiple factors including candidate location, experience, and expertise, and may vary from the ranges 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).
• Office expectations also apply to roles for a subsidiary (office in Scottsdale).
• San Francisco office expectations encompass 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 organization is an equal opportunity employer and does not discriminate in hiring or employment decisions based on legally protected characteristics. Reasonable accommodations are available for qualified individuals with disabilities and disabled veterans in the application process.