Payroll Tax Specialist (Hybrid

At Homebase, you’ll join a team that’s bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team.

We’re not just building an app—we’re building unstoppable teams. So what do you say, are you in?

Your Impact Starts Here

We're building something new at Homebase: a dedicated Payroll Tax function that sits inside the Payroll Care Team and owns the most technically complex, trust-critical layer of our payroll product.

Right now, when a customer receives a tax notice, there's no in-house expert to triage it, investigate the root cause, or coordinate a resolution with our embedded payroll partners. That gap costs us customers — and it costs small business owners peace of mind they can't afford to lose.

You'll change that. As our first Payroll Tax Specialist
, you'll be Homebase's resident payroll tax authority — the person who turns an overwhelming notice queue into a structured, resolved, documented operation. You'll work directly with customers, partner closely with our payroll operations team, and flag patterns that help Product and Engineering build a smarter product. Your work won't just resolve tax notices — you'll uncover the patterns that help us build a smarter payroll product powered by automation and AI.

This is a builder's seat. You'll be defining the playbook as you go — and your work will directly shape how we scale this function.

These are the key ways you’ll contribute and create impact in this role:

Own Tax Notice Resolution — Primary Focus

Serve as the first line of defense on all incoming payroll tax notices: triage, investigate, and deliver clear initial responses to customers that build trust fast.

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 — and follow through until issues are closed.

Track open notices in the ticketing system, maintain resolution timelines, and identify patterns that point to systemic issues worth escalating to Product.

Request penalty abatements, draft agency correspondence, and manage the documentation trail for each case.

Build scalable documentation, playbooks, and operational standards for Homebase's Payroll Tax function as it grows.

Quarterly and Year-End Proactive Support

Prepare customers for their first filing quarter — walk them through the filing lifecycle, explain draft filings, and resolve blockers (missing IDs, TPA/POA gaps, agency mismatches) before the deadline hits.

Conduct quarterly account hygiene reviews: verify TPA/POA is in place for all active filing states, confirm agency IDs and rates are current, and surface any at-risk accounts before they generate notices.

Monitor for year-end risk factors — owner/shareholder changes, 2% shareholder benefits, compensation adjustments — and surface them proactively.

Support customers through quarter-end variance questions and help reconcile payroll updates with tax filings.

Registration and Compliance Guidance

Serve as an internal SME for customers expanding into new jurisdictions — providing agency-sourced guidance on registration requirements, deadlines, and filing frequencies.

Maintain a running tracker of agency-specific requirements: filing rates, TPA/POA requirements,  Applied For  , and agency quirks. Keep it current.

Support compliance calendar maintenance and ensure customers have what they need to meet their obligations — without crossing into advice or completing registrations on their behalf.

Proactive Customer Account Health

Review accounts for early warning signs: blocked accounts, taxes held by the client, outdated rates, unresolved prior-quarter filing failures.

Surface risk to the right owners before a customer feels the impact.

Partner with the broader Payroll Care Team to close the loop on patterns across the portfolio.

The Foundation for Success - These are the experiences and strengths that will set you up for success in this role:

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