Payroll Tax Specialist

• Serve as the first line of defense on all incoming payroll tax notices: triage, investigate, and deliver clear initial responses to customers
• Cross-reference each notice against the customer's tax profile, payroll history, and filing records to identify root cause before escalating anything
• Coordinate with internal payroll operations partners to drive resolution
• Track open notices in the ticketing system, maintain resolution timelines, and identify patterns
• Prepare customers for their first filing quarter – walk them through the filing lifecycle
• Conduct quarterly account hygiene reviews
• Support compliance calendar maintenance

• 3–5 years of payroll tax experience in a multi-state environment — ideally at a payroll provider or payroll SaaS company
• Deep working knowledge of federal, state, and local payroll taxes: withholding, FUTA/SUI, quarterly and annual filings, W-2/W-2C corrections, and tax registrations
• Hands-on experience managing and resolving tax notices from state and federal agencies
• Familiarity with TPA/POA processes and agency-specific filing requirements across multiple jurisdictions
• Strong written and verbal communication skills
• Organized and methodical

Demonstrates expertise in payroll tax management, including federal, state, and local tax regulations, while effectively communicating with customers and coordinating with internal teams to resolve issues. Proficient in tracking and analyzing payroll tax notices and maintaining compliance with filing requirements.

• Payroll Tax Experience
• Federal, State, And Local Payroll Taxes
• Tax Notice Management
• TPA/POA Processes
• Strong Communication Skills

• Payroll Tax Management
• Tax Notice Resolution
• FUTA/SUI Knowledge
• W-2/W-2C Corrections
• Tax Registrations
• Multi-State Payroll Experience
• Quarterly And Annual Filings
• Account Hygiene Reviews
• Compliance Calendar Maintenance

• Strong Written Communication
• Strong Verbal Communication
• Organizational Skills
• Methodical Approach

• Payroll Provider
• Payroll SaaS
• Agency-Specific Filing Requirements
• Jurisdictional Compliance

• Ticketing System