Tax Operations Specialist

Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy.

The Tax Operations team works closely with our clients, agencies, and internal teams such as onboarding, customer care, and banking. Our primary focus is ensuring compliance with US payroll tax filing and deposits for our clients. The Tax Specialist will be responsible for contributing to the day-to-day success of the Tax Operations team. This individual will be responsible for the completion of tasks related to maintaining client tax profiles and ensuring a smooth client experience. In addition, the Tax Specialist will serve as a key contributor to larger team and organizational initiatives to drive improvement and efficiency as we continue to grow

A day in the life (Responsibilities)

• Perform routine payroll tax profile audits of existing clients to ensure accuracy
• Processes payroll corrections to prepare for amendments and communicates summaries of the corrections to clients
• Completes monthly New Hire Reporting to state agencies
• Assists in monthly, quarterly and annual tax filing audits
• Communicates with clients regarding missing or invalid account information
• Maintain individual performance to meet established team goals and OKRs
• Obtain accurate tax jurisdiction account information to ensure timely filing and payment of payroll tax obligations
• Participate in various processes and initiatives to ensure accurate payments and filings of client taxes

What you'll need to thrive (Requirements)

• A minimum Bachelor's degree in any area, or related discipline
• 1 to 5 years experience working in a similar role or closely related field
• Knowledge of US payroll taxes including federal, state, local, and paid family leave
• Prior experience in a customer service role
• Excellent written and verbal communication skills
• Ability to adapt to change and varying job responsibilities
• Effectively manage time and self-start projects
• Comfortable working with sensitive/confidential information
• Proficient in Microsoft Excel
• Work timings for the role would be 3:00 PM - 12:00 AM IST

Payroll Tax Terms (Nice to Have)

• Local Tax filings / LIT
• US Payroll / Taxation
• Payroll Audits
• 401k, SCORP, garnishments, pretax deduction
• Payroll Testing

Payroll Tax Terms (Great to Have)

• Amended returns / Amendments
• 941, 940, W2 Filing, SUI/SUTA, FICA, Social Security, Medicare
• TPA, POA

AI at Toast

At Toast we're Hungry to Build and Learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it's a core part of our culture.

Our Spread* of Total Rewards

We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters' changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

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