Payroll Tax & Operations Specialist

Job Description:

Title: Tax & Operations Support Specialist 

Fully remote for Florida based candidates. Initial training will be 1-2 days hybrid out of Longwood, FL or Lakewood Ranch, FL office. | Location/Supporting: Lakewood Ranch, FL or Longwood, FL office | Experience: Payroll Service Bureau, Payroll Tax and/or Worker’s Comp  
 

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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations 

 
About the Role: The Tax & Operations Support Specialist is responsible for managing all aspects of POA’s Workers’ Compensation Pay-As-You-Go (PAYGO) reporting program, supporting the Tax Department across all functional areas, and assisting with 401(k) reporting. This role requires a detail-oriented, client-focused professional who can collaborate across departments, ensure data accuracy, contribute to process improvements, and perform other duties as assigned by Management. 

 
Key Responsibilities: 

• Client service excellence: Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries. 

• Workers’ Compensation (WC) program management: Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions. 

• WC collaboration: Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data. 

• WC reporting automation: Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes. 

• Tax setup quality control: Review new client setups for accuracy, including tax codes, account formats, and payroll schedules. 

• Conversion data validation: Balance and verify conversion data against source documents such as tax returns and payroll records. 

• Tax deposit monitoring: Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax. 

• Tax compliance support: Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments. 

• 401(k) reporting: Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls. 

• Process improvement: Identify and communicate opportunities to enhance operational efficiency and data accuracy. 

• Internal collaboration: Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives. 

• 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. 

• Positive relationships: Build and maintain productive relationships with clients, sales partners, and internal stakeholders. 

• Professional development: Continuously improve professional s