Tax and Operations Support Specialist

About This Role

The Tax and Operations Support Specialist is responsible for managing Worker's Compensation Pay-As-You-Go reporting, supporting the Tax Department in all functional areas, and assisting with 401(k) reporting for IOA.

Responsibilities

• Deliver outstanding client service by understanding client needs, maintaining communication, and responding promptly to inquiries.
• Oversee Workers’ Compensation (WC) PAYGO setup, reporting, and renewals, 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.
• 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 Worker’s 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
• 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 Worker’s Compensation knowledge

Nice to Have

• Accounting background
• Experience with MasterTax or similar tax software

Skills

* Required skills

Benefits