Payroll Tax Specialist
Core
Resolve payroll tax notices, filings, and account issues for small business customers using established processes and judgment.
Role type
Payroll Tax Specialist (Customer Support)
Builds
Customer account health, tax filing readiness, and internal documentation for a payroll SaaS platform.
Domain
Payroll operations and tax compliance
Deliverable
client delivery
Required skills
Payroll tax fundamentals, tax notice investigation, account reconciliation, regulatory research, documentation management, escalation judgment
Preferred skills
AI/automation workflow integration, payroll SaaS experience, CPP or FPC certification progress
Technologies
Ticketing systems, spreadsheets, AI research tools
Responsibilities
Review and resolve incoming payroll tax notices; communicate investigation status and next steps to customers; draft agency correspondence and penalty abatement requests; maintain accurate case documentation; flag recurring issues for process improvement; support quarterly and year-end filing readiness; review accounts for compliance risks.