Tax Account Registration Specialist

Responsibilities

• Own the end-to-end tax registration process for new and existing customers expanding into new states.
• Complete and file Power of Attorney forms.
• Implement customer profiles and register accounts for state and local unemployment, withholding, paid family and medical leave, workers’ compensation, wage, and business taxes.
• Partner with state agencies to establish accounts and complete Third-Party Administrator (TPA) confirmation workflows.
• Manage open issues involving unemployment tax accounts and provide timely resolutions.
• Collect and distribute registration confirmations, tax rates, and account IDs across internal systems and teams.
• Enter and verify customer and tax data in tax reporting and filing software.
• Communicate with customers by email and phone to obtain required account information and meet service-level agreements.
• Identify automation opportunities, establish standard operating procedures, and recommend improvements to collection and tax remittance processes.
• Research state registration regulations and maintain current state-specific requirements and setup instructions.
• Track state trends and develop proactive responses to regulatory changes.
• Audit account data and TPA connections to identify unfiled returns or outstanding penalties before deadlines.
• Collaborate with Onboarding, Customer Success, Payroll Tax Filing, and State Unemployment Claims teams to resolve complex issues and maintain accurate account routing.

Requirements

• 2+ years of experience in tax registration, filing, or reporting.
• Experience managing tax accounts across multiple states for a large employer or professional employer organization (PEO).
• Familiarity with government portals for registrations, Power of Attorney, and TPA submissions.
• Strong proficiency with Excel or Google Sheets, including VLOOKUP and data manipulation.
• Experience using multiple software systems to drive execution.
• Strong communication skills, including handling challenging situations with empathy and clarity.
• Process-oriented approach and experience improving processes in a fast-paced environment.
• Detail orientation, critical thinking, problem-solving, adaptability, and ownership.

Compensation

• Base wage: $35.58–$43.27 per hour.
• Benefits and other total rewards are provided.