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