Tax Account Registration Specialist
Core
Own the end-to-end tax registration process for new and existing customers expanding into new states, ensuring accurate, compliant, and seamless filing across state agencies.
Role type
Tax Account Registration Specialist
Builds
Customer tax profiles and state agency connections
Domain
Payroll tax operations / Multi-state compliance
Required skills
Tax registration and filing expertise, State agency relationship management, Power of Attorney (POA) and TPA workflow execution, Multi-state tax compliance knowledge, Government portal navigation, Data entry and validation, Process automation, Regulatory research and documentation, Cross-functional collaboration, SLA management
Preferred skills
Experience with large employer or PEO tax accounts, Advanced Excel/Google Sheets (VLOOKUP, data manipulation), Systems thinking, Critical thinking and problem solving, Adaptability to changing regulations
Technologies
Excel, Google Sheets, Tax reporting and filing software, Government registration portals
Responsibilities
Complete and file Power of Attorney forms; Register accounts for state-level unemployment, withholding, paid family/medical leave, and worker's compensation agencies; Partner with state agency representatives for account setup; Execute TPA confirmation workflows; Manage open issue queues for unemployment tax accounts; Collect and disperse registration confirmations, tax rates, and account IDs; Input and verify new customer tax data in reporting software; Craft outbound emails and follow up via phone to meet SLAs; Identify opportunities to automate manual tasks; Update state requirements and setup instructions; Conduct regular audits of account data and TPA connections; Partner with Onboarding, Customer Success, and Payroll Tax Filing teams to resolve complex inquiries.
Seniority
Mid-level, hands-on IC