Tax and Operations Support Specialist

About This Role

The Tax and Operations Support Specialist will manage POA's Workers' Compensation Pay-As-You-Go reporting, support the Tax Department across all functional areas, and assist with 401(k) reporting. This role requires a detail-oriented professional to ensure data accuracy and contribute to process improvements.

Responsibilities

• Deliver outstanding client service by anticipating needs, maintaining professional 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 Workers’ Compensation knowledge
• High School Diploma (or equivalent)
• High degree of Excel skills (functions, formulas, pivot tables, V-lookups)
• Ability to work independently and as part of a team, multi-task, meet deadlines, and adapt
• 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

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