Tax and Operations Support Specialist

About This Role

This role manages Workers’ Compensation Pay-As-You-Go reporting, supports the Tax Department, and assists with 401(k) reporting. The specialist will ensure data accuracy, contribute to process improvements, and collaborate across departments to deliver excellent client service within the insurance industry.

Responsibilities

• Deliver outstanding client service by anticipating client needs, maintaining professional communication, and responding promptly to inquiries
• Oversee PAYGO setup, reporting, and renewals for Workers’ Compensation, ensuring accurate net rate calculations and timely carrier submissions
• Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data
• Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes
• Review new client setups for accuracy, including tax codes, account formats, and payroll schedules on the Tax setup
• Balance and verify conversion data against source documents such as tax returns and payroll records
• Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax
• Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments
• Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls
• Identify and communicate opportunities to enhance operational efficiency and data accuracy

Requirements

• 2 to 5 years of Payroll Service Bureau experience
• 2 to 5 years of Payroll Tax and/or Workers’ Compensation knowledge
• High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups
• Ability to work independently and in a team environment, to multi-task, meet deadlines, and adapt to changing priorities
• Experience working with Sales teams and clients to gather and analyze information
• Excellent written and verbal communication skills
• Strong analytical, organizational and data validation skills
• High School Diploma (or equivalent)

Qualifications

• High School Diploma (or equivalent)
• 2 to 5 years of Payroll Service Bureau experience, and 2 to 5 years of Payroll Tax and/or Workers’ Compensation knowledge.

Nice to Have

• Accounting background
• Experience with MasterTax or similar tax software

Skills

* Required skills

Benefits