Tax Operations Specialist

External

Warp · NY

$71K–$108K/yrFull-timeRemote2d ago

ComplianceCross-functional CollaborationData AnalysisDocumentationJiraLinear

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About the role

We're looking for a detail-oriented Tax Operations Specialist to join our payroll tax compliance team. You'll directly report to our Tax Operations Lead, becoming the first line of defense when customers receive payroll tax notices. This role combines technical tax expertise with exceptional customer service - you'll investigate issues, communicate with tax agencies, and guide founders through resolutions with clarity and confidence. This is an excellent opportunity for someone with 2-4 years of payroll tax experience who wants to deepen their multi-state compliance expertise while helping build scalable processes at a fast-growing startup.

Responsibilities

Notice Resolution & Customer Support : Decode federal, state, and local payroll tax notices, translate tax jargon into plain English, and guide founders through resolution via email, Zoom, and Pylon

Agency Communication : Draft letters, file responses, and represent Warp in conversations with IRS, state, and local tax agencies to resolve account discrepancies, penalties, and registration issues

Tax Operations : Process state tax registrations, assist with jurisdiction setup across all 50 states, and support quarterly filings (Form 941 and state equivalents)

Documentation & Tracking : Maintain detailed case notes in Linear and Notion, track tax issues using project management platforms, and perform tax reconciliations

Process Improvement : Flag compliance trends and process gaps, turn recurring issues into FAQs and Founder Guides, and help improve workflows through automation initiatives

Cross-Functional Collaboration : Partner with Customer Support, Engineering, Product, and third-party administrators to test new tools and address client tax questions

Year-End Support : Assist with end of year preparation and other annual compliance processes

What You Need

Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience)

2-4 years of payroll or payroll tax experience

Strong attention to detail and exceptional organizational skills - you rigorously track every deadline, document, and follow-up

Excellent written and verbal communication skills with ability to translate complex tax concepts for non-technical audiences

Comfort juggling high notice volume and shifting priorities while maintaining exceptional customer experience

Experience with project management tools (Jira, Linear) and collaboration platforms (Slack, Zoom, Notion)

Proficiency with Google Sheets for data analysis and reconciliation

Experience with Mastertax or similar tax filing platforms

Comfortable making phone calls to tax agencies and researching compliance requirements

Willingness and openness to learn new things daily

Tax Operations Specialist

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