Tax Specialist I

Posted Yesterday
Be an Early Applicant
Santa Ana, CA, USA
Hybrid
30-33 Hourly
Junior
HR Tech • Payments
The Role
Resolves payroll tax notices and agency issues, supports client tax setup and authorizations, updates tax rates and IDs, files amended and periodic returns, and assists with quarterly and annual payroll tax reporting. Maintains accurate documentation in the CRM, communicates tax resolutions to clients, supports year-end SSN updates through the SSA, and coordinates special projects while ensuring regulatory compliance and timely filing.
Summary Generated by Built In

Who we are 

Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asure’s HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department.

How you will contribute

The Tax Specialist I position is responsible for the compliant and accurate resolution of system, agency, and client issues regarding periodic, quarterly, and annual tax notices and requests from clients, internal staff and taxing authorities. Use the Asure tools for documentation and resolution of all tax issues and request. Reponses are required to be accurate and timely. Assists with compliant and timely filing of required quarterly and annual tax returns.

Major Duties and Responsibilities

  • Performs all duties in compliance with internal procedures, external regulations and brings compliance issues to the attention of Manager. 
  • Responds to various agency notices inclusive of SUI returns, Missing coupons, missing returns or wage reports, incorrect rate notices, and zero coupon or return submissions.  
  • Assists in client set up of new tax types/ agencies, proper and compliant receipt of authorizations and TPA assignments, and ID number updates.
  • Includes annual SUI rate update handling to ensure accurate UI payments for quarter end processing, frequency updates for timely withholding payments, and basic ID number updates/ resolution of ‘applied for’ situations. 
  • Assists with notification and collection of quarter end adjustments.
  • Completes special projects and coordinates with Manager on progress. 
  • Completes and files amended returns.
  • At year-end, acts as primary support to submit Social Security Number (SSN) updates to the Social Security Administration (SSA) via BSO when new W2s are requested to be provided. 
  • Assists with monthly, quarterly, and annual payroll tax reporting within timely established deadlines.   
  • Ensures that the appropriate documentation (for clients and agencies) in updated in Asure CRM tool.  
  • Resolves tax notice issues and communicate instructions or updates to clients.  

    Qualifications 

    • Minimum 1 Year of payroll tax payment and/or filing experience. 
    • Proficient attention to detail and organization skills.
    • Multi-state and multi-client local taxation experience preferred. Strong communication skills- written and verbal.
    • Strong interpersonal skills.
    • Demonstrated ability to learn and apply basic concepts in new situations.
    • Participation in continuing education with American Payroll Association to obtain knowledge of current payroll tax regulations, or Certified Payroll Professional (CPP) standing is nice to have. 
    • Ability to collaborate and work in a team environment, as well as work independently and make sound decisions. 
    • Must be comfortable working in a performance-based and structured environment with demonstrating high ethical standards. 
    • Strong computer skills including but not limited to Microsoft Office (Excel, Word), Outlook, Evolution Payroll software (preferred, but not required), or other payroll tax software experience. 
    • Advanced excel and payroll software skills. 
    • Minimum H.S. diploma/GED equivalent.
    • College degree preferred but not required. 

    Compensation

    The base hourly range for this position is $30.00 - $33.00, based on relevant experience, skills, and industry knowledge.

    Benefits 

    • Medical, Dental, Vision, HSA, FSA- All effective on day 1! 
    • Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability 
    • 401K Program with 3% safe harbor contribution 
    • Employee Stock Purchase Program 
    • Fitness Reimbursement Program 
    • Self-Managed PTO 

     

    Our Mission 

    To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us. 

    • Helping customers grow by getting the most from their human capital. 
    • Helping our employees grow personally and professionally. 
    • Growing relationships in our communities that inspire goodness. 
    • Grow shareholder value 

     

    Our Vision 

    Be the most trusted Human Capital Management resource to entrepreneurs everywhere. 

     

    Our Values 

    Reflect who we are and what we stand for as a company. 

    • Embrace Change 
    • Lead with Integrity 
    • Own the Outcome 
    • Deliver Awesome 
    • Be a Good Human 

     

    We are an equal opportunity employer. All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time. 

     

    NO AGENCIES PLEASE 

    Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asure’s mailing address, fax machine or email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume. 

    Skills Required

    • Minimum 1 year of payroll tax payment and/or filing experience
    • Attention to detail and organizational skills
    • Strong written and verbal communication skills
    • Strong interpersonal skills
    • Ability to learn and apply basic concepts in new situations
    • Ability to collaborate, work independently, and make sound decisions
    • Ability to work in a performance-based and structured environment with high ethical standards
    • Strong computer skills, including Microsoft Office, Outlook, and payroll tax software
    • Advanced Excel and payroll software skills
    • High school diploma or GED equivalent
    • Multi-state and multi-client local taxation experience
    • American Payroll Association continuing education or Certified Payroll Professional standing
    • Evolution Payroll software experience
    • College degree
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    The Company
    HQ: Austin, TX
    436 Employees
    Year Founded: 1994

    What We Do

    Asure (NASDAQ: ASUR) sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help more than 60,000 small and mid-sized businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Asure HCM solution includes Asure Payroll & Tax, Asure HR, and Asure Time & Attendance. Our Asure HRServices offering ranges from online compliance tools to a fully outsourced HR department.

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