Tax Health Check Specialist

📋 Description

• Conduct customer-facing meetings to review and collect missing tax registration information required for filing
• Guide customers through registering for state tax accounts they haven't yet established
• Follow up persistently and professionally with customers to obtain outstanding documentation and credentials
• Maintain accurate records of customer status, outstanding items, and resolved issues
• Coordinate internally with Tax Filing, Tax Amendment, and Onboarding teammates to communicate customer readiness and flag blockers
• Support broader Tax Operations processes as needed, including processing amendments, account audits, and case documentation

🎯 Requirements

• 1–2 years of experience in a customer-facing, operations, or administrative role
• Strong written and verbal communication skills — you'll be talking to stressed restaurant operators regularly
• Highly organized with strong follow-through; nothing falls through the cracks on your watch
• Comfortable working independently and managing a queue of open customer cases
• Basic familiarity with payroll taxes or willingness to learn quickly
• Detail-oriented — accuracy in this role directly impacts customers' ability to file their taxes correctly

🎁 Benefits

• Hybrid work model with in-person and remote options
• Competitive compensation and benefits package
• Diversity, equity, and inclusion baked into our culture
• Accessible hiring process with accommodations