About Netchex
Netchex is a leading HR, payroll, and workforce management platform trusted by thousands of businesses across the U.S. Our mission is simple: make HR and payroll easier through intuitive, intelligent software.
We’re a remote‑first team of builders, problem‑solvers, and people‑focused innovators — and we’re just getting started.
Summary of the Role
The Tax Operations Specialist plays a critical role in supporting the accuracy, completeness, and efficiency of payroll tax operations by executing high-volume, process-driven tasks. This role partners closely with the US-based Tax Operations team to ensure required tax data, documentation, and account setup activities are completed timely and in alignment with compliance standards. This position focuses on non-client-facing, backend operational work, enabling the onshore team to prioritize complex issue resolution, compliance decisions, and client interaction.
Key Responsibilities
• Request and track missing tax account numbers from internal systems and client records.
• Request, process, and manage POA documentation on behalf of clients.
• Request, validate, and maintain TPA forms.
• Follow up on tax verification documentation to ensure completeness and accuracy.
• Triage incoming tax-related mail and create system cases as needed.
• Update and maintain tax account details within Salesforce and internal systems.
• Process refunds for funds that cannot be remitted due to incomplete account setup.
• Support data accuracy and completeness to enable timely tax filings.
• Maintain documentation and records in accordance with internal compliance standards.
• Collaborate with US-based teams to ensure work is completed within defined SLAs.
• Flag recurring process gaps or workflow issues to the onshore team lead for review.
What We’re Looking For
• 1–3 years of experience in data processing, back-office operations, or support roles — Payroll, HCM or Finance background preferred.
• Strong attention to detail with a consistent focus on accuracy and data integrity.
• Ability to follow structured processes and SOPs in a high-volume environment.
• Proficiency in Microsoft Excel and Office Suite.
• Experience working with CRM or case management systems — Salesforce preferred.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Professional written and verbal English communication skills for internal and external collaboration.
• Ability to work independently while collaborating effectively with distributed teams.
• Availability to work hours with meaningful overlap with US Central Time business hours.
About You
• You take accuracy seriously — you double-check your work and catch things others miss.
• You’re comfortable working from structured playbooks and SOPs, and you flag it when something doesn’t add up.
• You manage your own queue with discipline and don’t let things sit.
• You communicate clearly and professionally across time zones and with teammates you’ve never met in person.
• You take pride in the behind-the-scenes work that keeps clients on track — even when no one sees it.
Here’s how we show up
• Win Together — One team. One mission. No silos.
• Deliver Results — No excuses. Just results.
• Raise the Bar — Better today. Stronger tomorrow.
• Decide and Drive — We don’t wait for perfect. We move.
• Bring the Energy — Positivity fuels performance.