Tax Specialist

Asure Software

. Resolve system, agency, and client issues regarding periodic, quarterly, and annual tax notices and requests .

Posted 10/6/2026full-timeSanta Ana • California • United StatesJunior💰 $30 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in payroll tax payment and filing, with a strong focus on compliance and attention to detail. Proficient in using Asure tools and payroll software to manage multi-state tax issues and client documentation effectively.

Highest-signal resume keywords

Payroll Tax Payment ExperienceAsure Tools ProficiencyMulti-State Taxation ExperienceStrong Communication SkillsAdvanced Excel Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll Tax FilingTax Issue ResolutionSUI Returns ManagementAmended Returns FilingQuarterly Tax ReportingClient Documentation ManagementID Number UpdatesTax CompliancePerformance-Based WorkAttention to Detail

Soft Skills

Strong Interpersonal SkillsOrganizational SkillsTeam CollaborationIndependent Decision-MakingEthical Standards

Tools & Technologies

Asure CRM ToolMicrosoft OfficeExcelWordOutlookEvolution Payroll Software

Certifications & Qualifications

Certified Payroll Professional (CPP)American Payroll Association Continuing Education

Industry Keywords

Payroll Tax RegulationsClient SetupAgency NoticesTax ReturnsQuarter-End Adjustments

About the role

Key responsibilities & impact

Resolve system, agency, and client issues regarding periodic, quarterly, and annual tax notices and requests
Use Asure tools to document and resolve tax issues and requests accurately and timely
Assist with compliant and timely filing of required quarterly and annual tax returns
Perform duties in compliance with internal procedures and external regulations
Respond to agency notices including SUI returns, missing coupons, missing returns or wage reports, incorrect rate notices, and zero coupon or return submissions
Assist with client setup of new tax types/agencies, authorizations, TPA assignments, and ID number updates
Handle annual SUI rate updates, frequency updates, and basic ID number updates/resolution of “applied for” situations
Assist with notification and collection of quarter-end adjustments
Complete special projects and coordinate progress with the Manager
Complete and file amended returns
Submit SSN updates to the SSA via BSO for requested new W-2s
Assist with monthly, quarterly, and annual payroll tax reporting within established deadlines
Maintain appropriate client and agency documentation in the Asure CRM tool
Resolve tax notice issues and communicate instructions or updates to clients

Requirements

What you’ll need

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
All candidates must be legally authorized to work in the US; unable to sponsor or transfer Visas

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