Tax and Operations Support Specialist

About This Role

The Tax and Operations Support Specialist is responsible for managing all aspects of the Workers’ Compensation Pay-As-You-Go (PAYGO) reporting program, supporting the Tax Department across all functional areas, and assisting with 401(k) reporting. This role requires a detail-oriented, client-focused professional who can collaborate across departments, ensure data accuracy, and contribute to process improvements.

Responsibilities

• Deliver outstanding client service by anticipating needs 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 Workers’ Compensation issues and maintain accurate policy data
• Collaborate with Software Development and Reporting teams to streamline Workers’ Compensation file feeds and reporting processes
• Review new client setups for accuracy, including tax codes, account formats, and payroll schedules
• 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
• Ability to multi-task, meet deadlines, and adapt to changing priorities
• 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
• Experience working with Sales teams and clients to gather and analyze information

Skills

* Required skills

Benefits