Demo

Tax Specialist I - Implementation

Asure Software
Santa Ana, CA Full Time
POSTED ON 11/15/2025
AVAILABLE BEFORE 12/22/2025
Who we are

Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asure’s 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

The primary duties of the Implementation Tax Specialist are to ensure that new customers are compliant with onboarding requirements.

  • Inspect customer power-of-attorney forms to ensure they are properly completed.
  • Mail/fax/email forms to the appropriate tax agencies on a regular basis
  • Ensure 8655 forms are submitted to the IRS in accordance with RAF program require
  • Assist with audits of Evolution tax setups. as new accounts are live. Account numbers, tax rates and all applicable taxes should be reviewed during this audit to ensure completeness and accuracy for future tax payments and filings.
  • Process RAF Name Controls
  • Notify originators when IRS FEINs do not pass the validation process.
  • Update and maintain bank account setups within APTM.
  • Updating Preparer IDs in APTM for Direct Bank clients as needed via automated email requests.
  • Initiate and monitor the TPA bot; ensure MQ start customer immediately address TPA enrollments.
  • Maintain and distribute team metrics
  • Other duties as assigned

Qualifications

  • AA degree in a business-related field of study or equivalent work experience
  • Above average communication skills
  • Must possess a sense of urgency
  • The ability to multi-task with excellent follow-up skills
  • Mandatory overtime during heaving processing months

Compensation

The base range for this role is $75,000 - $85,000 depending on 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

Our Mission

To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us.

  • Helping customers grow by getting the most from their human capital.
  • Helping our employees grow personally and professionally.
  • Growing relationships in our communities that inspire goodness.
  • Grow shareholder value

Our Vision

Be the most trusted Human Capital Management resource to entrepreneurs everywhere.

Our Values

Reflect who we are and what we stand for as a company.

  • Embrace Change
  • Lead with Integrity
  • Own the Outcome
  • Deliver Awesome
  • Be a Good Human

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 Asure’s mailing address, fax machine or 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.

Salary : $75,000 - $85,000

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