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Tax Operations Specialist

Miter Inc.

Job Overview

Location

Remote

Job Type

Full-time

Full Job Description

📋 Description

• Serve as Miter’s internal tax expert by maintaining current knowledge of Check policy updates, federal, state, and local payroll tax filing rules, and agency-specific nuances to support team escalations.
• Own and resolve reactive tax support tickets including tax notices, blocked filings, W-2 and year-end reporting issues, balancing discrepancies, HLD debits, and complex tax setup inquiries from customers.
• Conduct proactive tax setup reviews for high-risk customers during onboarding by auditing payroll profiles, verifying agency IDs, TPA/POA status, filing frequencies, withholding rates, and ensuring First Quarter Filing readiness.
• Identify and resolve historical payroll reconciliation issues, including benefit and deduction design errors, prior-year tax liabilities, and ownership-change related tax risks to prevent future compliance failures.
• Build and maintain scalable playbooks, training materials, and enablement documentation for Sales, Launch, and Support teams to systematically address recurring tax issues and reduce dependency on expert-level intervention.
• Collaborate with Product, Support, and Launch teams to translate operational tax insights into product improvements, workflow automations, and customer-facing guidance that reduces manual effort and increases accuracy.
• Communicate clearly and calmly with stressed customers, including CFOs and finance leads, to de-escalate tense situations, explain complex tax requirements in plain language, and guide them through resolution steps.
• Interpret and generate balancing reports from payroll systems, performing gross/net reconciliations and tax liability validations from scratch using Excel pivot tables, lookups, and data modeling techniques.
• Triaging and prioritizing tax notices across 941/940 forms, state unemployment insurance, local tax obligations, and withholding requirements to determine root causes and appropriate next actions.
• Maintain deep fluency in POA/TPA processes, ‘Applied For’ tax status handling, wage base calculations, and jurisdictional filing mechanics to accurately advise internal teams and external customers.
• Ensure all tax operations align with Miter’s commitment to reliability and trust by acting as the primary point of accountability for payroll tax accuracy across all customer accounts.

🎯 Requirements

• 3+ years (mid) / 5+ years (senior) of payroll tax experience at a payroll provider, payroll SaaS, or PEO with hands-on knowledge of federal, state, and local filing requirements across multiple jurisdictions
• Direct experience owning agency notices end-to-end, including researching guidance, guiding customers through resolution, and handling cases from first email through live calls with stressed CFOs
• Strong Excel skills (pivot tables, lookups, gross/net and tax reconciliations) and working knowledge of payroll systems like Check, Gusto, Rippling, ADP, or Paychex, with the ability to build and interpret balancing reports from scratch
• Deep agency fluency: POA/TPA processes, "Applied For" handling, filing frequencies, wage bases, withholding mechanics, and triaging 941/940, state UI, withholding, and local notices into clear next steps
• Excellent written and verbal communication paired with strong judgment: can distill a tangled tax history into a calm, concise reply, de-escalate frustrated customers, and turn repeat issues into playbooks alongside Support, Launch, and Product

🏖️ Benefits

• Competitive Compensation: We offer competitive (well above “market”) salary, commission, and equity packages
• Medical Insurance: Comprehensive medical, dental, FSA, vision plans to suit you and your family’s needs
• 401(k) Retirement Plan: Company-matched contributions to help you plan for your future
• Unlimited PTO: Take the time you need to recharge and be your best self

Skills & Technologies

Remote

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Miter Inc.

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About Miter Inc.

Miter Inc. provides a web-based platform that helps teams collaboratively develop, share, and refine ideas to improve products and processes. The software supports structured feedback, prioritization, and iteration cycles without requiring users to install applications. It serves product managers, designers, and engineers seeking lightweight tools to capture insights, align stakeholders, and accelerate decision-making. The company was founded in 2019 and is headquartered in San Francisco, California.

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