Talent.com
Customer Support Specialist - Tax
Customer Support Specialist - TaxAsure Software • Santa Ana, CA, US
Customer Support Specialist - Tax

Customer Support Specialist - Tax

Asure Software • Santa Ana, CA, US
17 hours ago
Job type
  • Full-time
Job description

Job Description

Job Description

Salary : $31.00-$36.00

Who we are

Over600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owners mentality. We help businesses develop their Human Capital to get to the next level, stay compliant, andallocatetheir time,moneyand technology toward growth. Our HCM platform empowers more than100,000 clientsto build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asures HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department.

This is an on-site position and can be based from any of Asure's hub office locations including Austin, TX; Santa Ana, CA; Burlington, VT; Cherry Hill, NJ; Rochester, NY; Tampa, FL; or Cherry Hill, NJ

How you will contribute

TheCustomer Tax Support Specialistprovides expert support to Asures reseller tax service clients. This role ensures clients receiveaccurate, compliant, andtimelyassistancewith all payroll taxrelated inquiries. The Specialist serves as the primary point of contact for assigned resellers, guiding them through Asures Payroll Tax Management (APTM) system and related processes.

This position is ideal for someone who enjoys problem-solving, building client relationships, and helping others navigate payroll tax complexities.Strong communication, organization, and technical skills are key to success in this role.

Client Relationship Management

  • Serve as the single point of contact for assigned reseller clients.
  • Build andmaintainstrong relationships to ensure client satisfaction and retention.
  • Establish regular meetings with resellers to review open items, issue status, and account updates.
  • Providetimely,accurateresponses to client inquiries and manage cases within defined service levels and KPIs.

Payroll Tax Support & Compliance

  • Support clients in the setup of new tax types and agencies, ensuring receipt of required authorizations, TPA assignments, ID updates, and rate / frequency changes.
  • Partner with resellers on SUI (State Unemployment Insurance) rate updates, withholding payment frequencies, and ID number resolutions.
  • Assistin resolving unfiled returns, unpaid taxes, missing agencies, andpayrollimport errors or holds.
  • Collaborate with resellers during quarterly and year-end payroll tax reporting to meet deadlines.
  • Helpidentifyand reconcile variances, correct import exceptions, and manage quarter-end adjustments as needed.
  • Work closely with accounting teams to resolve funding issues, including reversals, NSFs, and funding discrepancies.
  • Training & Technical Support

  • Provide guidance and technicalassistanceon the APTM system and related tax processes.
  • Assistin training resellers on system functionality, features, and best practices.
  • Create standard operating procedures (SOPs), knowledge base articles, or training materials as needed.
  • Collaboration & Continuous Improvement

  • Partner with internal teams and management to troubleshoot issues and develop solutions.
  • Identifyopportunities to improve internal processes, enhance client experience, and increase operational efficiency.
  • Participate in special projects as assigned.
  • Maintain compliance with all internal procedures and external tax regulations, escalating issues when necessary.
  • Qualifications

  • High school diploma or GEDrequired; college degree preferred
  • Minimum of2 yearsof payroll tax payment and / or filing experience.
  • Experience withmulti-state and multi-client payroll taxationpreferred.
  • Prior experience with aPEO (Professional Employer Organization)environment preferred.
  • Previouscustomer support or serviceexperience preferred.
  • Strong attention to detail, organization, and problem-solving skills.
  • Proficiencyin Microsoft Office (Excel, Word), Outlook, Salesforce, and payroll / tax software.
  • Excellent written and verbal communication skills; able to build rapport with clients and internal teams.
  • Comfortable working in a structured, performance-based environment with high ethical standards.
  • Able to manage multiple priorities, work independently, and make sound decisions.
  • Demonstrated ability to delivertimely,accurateresults andmaintaineffective relationships.
  • Compensation

    The base range for this role is $31.00-$36.00 per hour depending upon level of experience.

    This role offers a comprehensive benefit package.

    Benefits

  • 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
  • We are an equal opportunity employer. All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time.

    NO AGENCIES PLEASE

    Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asures mailing address, faxmachineor email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

    Create a job alert for this search

    Customer Support Specialist • Santa Ana, CA, US

    Related jobs
    Customer Support Specialist (Contract-Hire!)

    Customer Support Specialist (Contract-Hire!)

    Vaco by Highspring • Foothill Ranch, CA, US
    Full-time
    Customer Support Specialist – Environmental Services.Join a mission-driven environmental team where your communication, coordination, and problem-solving skills make a real impact.Communicate clear...Show more
    Last updated: 30+ days ago • Promoted
    Manager, Customer Tax Support

    Manager, Customer Tax Support

    Asure Software • Santa Ana, CA, US
    Full-time
    Over600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owners mentality. We help businesses develop their Human Capital to get t...Show more
    Last updated: 17 hours ago • Promoted • New!
    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Avalon, CA

    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Avalon, CA

    LifeStance Health • Avalon, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 30+ days ago • Promoted
    Customer Support Specialist

    Customer Support Specialist

    Uline • Ontario, California, US
    Full-time
    All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. Pay from $27 to $32 per hour with significant growth and earning...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Customer Support Specialist

    Sr. Customer Support Specialist

    Xylem • Mira Loma, CA, US
    Full-time
    Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23...Show more
    Last updated: 16 days ago • Promoted
    Remote Technical Support Specialist

    Remote Technical Support Specialist

    VirtualVocations • Carson, California, United States
    Remote
    Full-time
    A company is looking for a Remote Customer Technical Support specialist.Key Responsibilities Provide technical assistance and customer education through inbound phone calls regarding alarm system...Show more
    Last updated: 30+ days ago • Promoted
    Customer Implementation Specialist

    Customer Implementation Specialist

    VirtualVocations • Carson, California, United States
    Full-time
    A company is looking for a Customer Implementation Specialist to join their Activation Services team in a remote work opportunity. Key Responsibilities Manage EZLynx implementation projects, ensur...Show more
    Last updated: 30+ days ago • Promoted
    Side Hustle Coordinator (Part-Time Remote)

    Side Hustle Coordinator (Part-Time Remote)

    Finance Buzz • Avalon, California, US
    Remote
    Full-time +2
    We are looking for someone to take part in a program designed for people who already hold a full-time position but want extra income. You’ll explore proven side-hustle models, try them out, and find...Show more
    Last updated: 12 days ago • Promoted
    Technical Support Specialist

    Technical Support Specialist

    VirtualVocations • Corona, California, United States
    Full-time
    A company is looking for a Technical Customer Support Specialist for 3D Modeling Software.Key Responsibilities : Establish rapport with customers through empathetic and professional interaction M...Show more
    Last updated: 30+ days ago • Promoted
    Claims Support Specialist

    Claims Support Specialist

    VirtualVocations • Ontario, California, United States
    Full-time
    A company is looking for a Claims Support Specialist to provide customer service and support in the claims management process. Key Responsibilities Monitor phone queue and provide assistance for n...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior - R&D

    Tax Senior - R&D

    JobLookup • Los Angeles, California, US
    Full-time
    Providing the services of a large firm with a blended environment of practices, services and industry specializations, we continue to demonstrate renowned industry leadership year-over-year.The fir...Show more
    Last updated: 1 day ago • Promoted
    Customer Support Specialist

    Customer Support Specialist

    VirtualVocations • Signal Hill, California, United States
    Full-time
    A company is looking for a Customer Support Specialist to join their customer service team.Key Responsibilities Act as the front-line representative for customer communication and issue acknowled...Show more
    Last updated: 30+ days ago • Promoted
    Tax Specialist

    Tax Specialist

    Automatic Data Processing • San Dimas, CA, US
    Full-time
    Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guideline...Show more
    Last updated: 30+ days ago • Promoted
    Enterprise Tax Support Specialist

    Enterprise Tax Support Specialist

    Asure Software • Santa Ana, CA, US
    Full-time
    Over600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owners mentality. We help businesses develop their Human Capital to get t...Show more
    Last updated: 17 hours ago • Promoted • New!
    Procure-to-Pay Tax Specialist

    Procure-to-Pay Tax Specialist

    Qvest • Los Angeles, CA, US
    Full-time
    Consulting Consulting / Contractor / Hybrid.US is the global leader in technology and business consulting for media, entertainment, consumer packaged goods and retail. We bring our clients closer t...Show more
    Last updated: 30+ days ago • Promoted
    Customer Support Specialist Reference Lab (Evergreen)

    Customer Support Specialist Reference Lab (Evergreen)

    Antech Diagnostics • Fountain Valley, CA, US
    Full-time
    Antech Customer Support Specialist.We understand that the world we want tomorrow starts with how we do business today, and that's why we're inspired to make A Better World for Pets.Antech is compri...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Client Service & Product Support Specialist

    Sr. Client Service & Product Support Specialist

    Automatic Data Processing • San Dimas, CA, US
    Full-time
    Senior Client Service - Product Support Specialist Tax.Are you ready to join a company offering career advancement opportunities throughout your career journey?. Do you want to join a company wit...Show more
    Last updated: 30+ days ago • Promoted
    Trilingual Customer Support Specialist

    Trilingual Customer Support Specialist

    VirtualVocations • Signal Hill, California, United States
    Full-time
    A company is looking for a Supplier Success Professional (Customer Support) who is trilingual in Spanish, Portuguese, and English. Key Responsibilities Learn and understand the Worker Management S...Show more
    Last updated: 1 day ago • Promoted