Tax and Operations Support Specialist

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* Job Description:

***
* Title:

Tax & Operations Support Specialist
**** Fully remote for Florida based candidates. Initial training will be 1-2 days hybrid out of Longwood, FL or Lakewood Ranch, FL office. | Location/Supporting:
** Lakewood Ranch, FL or Longwood, FL office **|

Experience:

** Payroll Service Bureau, Payroll Tax and/or Worker’s Comp  

* Please note:

If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here:
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* About the Role:

** The Tax & Operations Support Specialist is responsible for managing all aspects of POA’s Workers’ Compensation Pay-As-You-Go (PAYGO) reporting program, supporting the Tax Department across all functional areas, and assisting with 401(k) reporting. This role requires a detail-oriented, client-focused professional who can collaborate across departments, ensure data accuracy, contribute to process improvements, and perform other duties as assigned by Management.
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* Key Responsibilities:

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* ** Client service excellence:
** Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries.
* ** Workers’ Compensation (WC) program management:
** Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions.
* ** WC collaboration:
** Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data.
* ** WC reporting automation:
** Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes.
* ** Tax setup quality control:
** Review new client setups for accuracy, including tax codes, account formats, and payroll schedules.
* ** Conversion data validation:
** Balance and verify conversion data against source documents such as tax returns and payroll records.
* ** Tax deposit monitoring:
** Manage daily tax deposits and ensure proper handling of conversion payrolls within Master Tax.
* ** Tax compliance support:
** Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments.
* ** 401(k) reporting:
** Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls.
* ** Process improvement:
** Identify and communicate opportunities to enhance operational efficiency and data accuracy.
* ** Internal collaboration:
** Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives.
* ** Training and development:
** Participate in internal and external training to maintain technical competence and industry knowledge.
* ** Team support: A
** ct as a backup for teammates and contribute to overall team service excellence.
* ** Positive relationships:
** Build and maintain productive relationships with clients, sales partners, and internal stakeholders.
* ** Professional development:
** Continuously improve professional skills by actively participating in internal and external development opportunities.
* ** Champion IOA Values:
** Demonstrate integrity and leadership.
** Ideal Candidate

Qualifications:

*** 2 to 5 years of Payroll Service Bureau experience (Required)
* 2 to 5 years of Payroll Tax and/or Workers’ Compensation knowledge (Required)
* Accounting background (Preferred)
* Experience with Master Tax or similar tax software - Preferred
* High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups
* Ability to work independently and in a team environment, and 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)
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* What We Offer:

*** Competitive salaries and bonus potential
* Company-paid…