- Professional
- Escritório em Lakewood Ranch
Job Description:
Title: Tax Specialist
Hybrid 1-2 days out of Longwood, FL or Lakewood Ranch, FL office | Required Experience: Payroll Service Bureau, MasterTax, and knowledge of payroll taxes
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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: The Payroll Tax Specialist plays a critical role in ensuring accurate and timely payroll tax processing for POA clients. This position is responsible for managing all aspects of payroll tax operations, including daily deposits, quarterly and annual filings, and notice resolution. The ideal candidate is detail-oriented, client-focused, and technically proficient, with the ability to collaborate across departments, maintain data integrity, and contribute to process improvements. This role also supports client onboarding and compliance efforts, and participates in ongoing professional development.
Key Responsibilities:
Payroll tax processing: Prepare and submit timely federal, state, and local payroll tax deposits using MasterTax software.
Client onboarding support: Review new client setups for accuracy, including tax codes, account formatting, start dates, and payroll schedules.
Conversion data validation: Balance and verify conversion data against source documents such as tax returns and payroll records.
Tax account registration: Assist clients in registering for payroll tax accounts and ensure electronic filing access is established.
Power of Attorney management: Process POA forms as required for tax account access and compliance.
Quarterly and annual filings: Prepare and file payroll tax returns, including W-2 coordination and amendment processing.
Taxable wage audits: Conduct periodic audits to identify discrepancies in taxable wages, FICA variances, and W-2 data.
Notice resolution: Monitor and respond to correspondence from tax agencies, resolving issues promptly and professionally.
Unemployment rate tracking: Maintain and update annual state unemployment rates for client accounts.
Reconciliation support: Assist with reconciliation payrolls and variance resolution during quarter-end and year-end reporting.
Internal collaboration: Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives.
Client service excellence: Deliver proactive, professional communication and support to clients and internal stakeholders.
Process improvement: Identify and communicate opportunities to enhance operational efficiency and data accuracy.
Training and development: Participate in internal and external training to maintain technical competence and industry knowledge.
Team support: Act as a backup for teammates and contribute to overall team service excellence.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications:
3+ years of Payroll Service Bureau experience (Required)
MasterTax experience (Required)
Strong knowledge of payroll tax regulations and compliance
High degree of Excel proficiency (formulas, pivot tables, V-lookups)
Ability to gather and analyze data with attention to detail
Experience working directly with clients and Sales teams
Excellent written and verbal communication skills
High School Diploma (or equivalent)
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $45,000 to $70,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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