Partner Support Specialist, Corrections
Own end-to-end payroll and payroll tax correction cases, from investigating discrepancies and amending records and filings to reconciling financial impacts and communicating outcomes to partners. The role requires 3–4 years of payroll or tax experience, multi-jurisdiction knowledge, analytical ability, and precise written communication.
About the job
Responsibilities
- Investigate payroll and payroll tax discrepancies, identify root causes, and assess impact across employees, pay periods, quarters, and jurisdictions.
- Correct historical payroll records, including wages, taxes, benefits, deductions, exemptions, and work locations, and verify corrected results.
- Determine affected filings and required amendments by period, jurisdiction, and form; provide complete documentation to filing teams.
- Determine when corrected employee and contractor tax forms, including W-2C and 1099 corrections, are required and validate corrected figures.
- Reconcile tax accounts by balancing calculated, collected, and filed amounts; identify tax due, refunds, or credits.
- Determine financial impact and initiate collections or refunds with internal partners.
- Assess materiality and filing obligations, documenting supporting rationale.
- Communicate correction outcomes, filing changes, tax impact, and timelines to partners in clear written updates.
- Partner with Tax Operations, Payroll Operations, Engineering, Product, Risk, and Revenue to resolve complex cases and escalate product defects.
- Manage concurrent cases against filing deadlines and service-level commitments, prioritizing by risk and impact.
- Identify recurring root causes and recommend process, documentation, automation, and product improvements.
Requirements
- 3–4 years of experience in payroll operations, payroll tax, tax compliance, or client-facing support for a payroll, HR technology, or fintech product.
- Hands-on experience with payroll corrections, account reconciliation, and amendment processes, or comparable experience correcting regulated submissions.
- Working knowledge of multi-jurisdiction payroll tax, including federal employment taxes, state income tax and unemployment insurance, paid leave and disability programs, annual reconciliations, and local taxes.
- Demonstrated data analysis and root-cause investigation skills, with advanced spreadsheet proficiency.
- Ability to identify process improvements and implement operational solutions at scale, including AI tooling with accuracy validation.
- Experience with ticketing or case management systems, especially Zendesk.
- Availability during elevated quarter-end and year-end filing periods and for the annual three-day company offsite.
Nice to Have
- SQL experience.
- Experience with corrected and amended tax forms.
Compensation and Benefits
- Annual salary: $83,300–$108,000.
- Distributed team across the United States, with remote, hybrid, and office-based work options.
- Opportunities to attend team offsites, events, and hackathons.
- In-office employees have access to meals twice weekly and regular in-person events.
Skills
Payroll Operations, Payroll Tax, Tax Compliance, Payroll Corrections, Account Reconciliation, Tax Amendments, Multi-Jurisdiction Payroll Tax, W-2C, 1099 Forms, Advanced Spreadsheets, SQL, Zendesk, Root Cause Analysis, AI Automation
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