Tax and Operations Support Specialist

About This Role

Manage POA's Workers' Compensation Pay-As-You-Go reporting program, support the Tax Department, and assist with 401(k) reporting for Insurance Office of America. Ensure data accuracy, contribute to process improvements, and collaborate across departments to deliver client service excellence.

Responsibilities

• Deliver outstanding client service by anticipating needs 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 tax setup 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

• 2-5 years of Payroll Service Bureau experience
• 2-5 years of Payroll Tax and/or Workers' Compensation knowledge
• High degree of Excel skills (functions, formulas, pivot tables, 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)
• 2-5 years of Payroll Service Bureau experience and 2-5 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