Tax Filing Manager

Asure Software

. Manage the daily and quarterly filing operation across periodic and quarter-end cycles .

Posted 9/24/2026full-timeSanta Ana • California • United StatesSeniorLead💰 $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in payroll tax filing processes, including managing agency deadlines and high-volume filing cycles. Proficient in overseeing filing operations, team management, and ensuring compliance with tax codes and agency requirements.

Highest-signal resume keywords

Payroll Tax Filing ExperienceTeam LeadershipAgency Compliance ManagementJIRA ProficiencyTax Code Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll Tax FilingFiling SLA ManagementE-file TroubleshootingBulk Payment ReconciliationFiling DocumentationACH Credit ApplicationsFiling SOP DevelopmentQuarter-End Filing ProcessesPerformance Metrics ReportingAgency Implementation Procedures

Soft Skills

Strong Communication SkillsEscalation ManagementTeam DevelopmentExecutive Reporting

Tools & Technologies

JIRASalesforceMicrosoft OfficeAgency PortalsInternal Filing Systems

Industry Keywords

Tax CodesFiling OperationsAgency RelationshipsHigh-Volume Filing CyclesFiling Rejections

About the role

Key responsibilities & impact

Manage the daily and quarterly filing operation across periodic and quarter-end cycles
Oversee Filing Leads and Filing Specialists
Set filing priorities and own filing SLA performance
Monitor risk trends and escalate staffing, quality, production, and deadline risks to leadership
Ensure paper and electronic filings, check attaching, bulk check reconciliation, ACH credit applications, and mail processes are completed accurately and on time
Oversee resolution and communication of filing rejections and corrective actions
Ensure proof of mailing, agency confirmations, and filing documentation are complete and audit-ready
Track missing authorizations, third-party authorization issues, and agency follow-up items through resolution
Serve as an escalation point for complex agency questions and filing issues
Own and update filing SOPs as agency or system requirements change
Direct employee training, onboarding, and cross-training
Oversee JIRA testing for filing-related changes, defects, and updates; coordinate release readiness with Development
Maintain accurate tracking systems and documentation
Oversee new tax-code build and setup with Product and Development
Direct quarter-end filing coverage planning, progress tracking, and temporary staffing
Manage agency bulk filer applications and relationships, including e-file, ACH, and import-file specifications
Partner with Client Services, Legal, and Product on complex filing, rejection, and agency compliance matters
Prepare and present filing performance, quality, and risk metrics to senior leadership
Manage staffing, performance, hiring, coaching, and development of Filing Leads and Specialists

Requirements

What you’ll need

Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred
7+ years of payroll tax filing experience, including periodic and quarter-end filing processes, with prior supervisory or management experience
Experience managing agency deadlines, filing SLAs, and high-volume filing cycles at a team or department level
Experience overseeing troubleshooting of e-file rejections and directing corrective action plans
Experience managing agency bulk filer applications
Strong understanding of the Asure Tax Code module and new agency implementation procedures
Experience reading and translating e-file, ACH, and import file specifications, and directing testing and documentation for development changes
Experience overseeing bulk payments and reconciliation, including balancing filing totals and reported figures
Demonstrated ability to lead a team, including assigning work, managing performance, and developing staff
Strong communication, escalation, and executive-reporting skills
Experience with JIRA, Salesforce, agency portals, and internal filing/payment systems
Strong understanding of Tax Codes
Proficiency with Microsoft Office, including Outlook, Excel, Word, and Teams
Ability to use agency websites, agency filing portals, shared folders, and internal trackers
Ability to develop, follow, and enforce filing instructions, SOPs, and escalation procedures
Ability to document and report on filing status, issues, and next steps clearly to leadership
Must be legally authorized to work in the US; visa sponsorship or transfer is unavailable
Criminal background check conducted at employment offer

Benefits

Comp & perks

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