RemoteLeaf Logo
Log in Sign up

Lead, Tax Resolution Specialist III

1 day ago
United States
Full-time
Lead
Customer Support
Customer and Technical Support
Apply Now
Patriot Software

Patriot Software

Patriot Software LLC offers affordable and easy-to-use online accounting and payroll software for small and medium-sized American businesses. With a passion for supporting small businesses, Patriot Software provides simple yet powerful software solutio...

Professional Services
51-250
Founded 2002
View All Jobs 3

Description

  • Research payroll tax notices, identify root causes, and communicate accurate resolutions to customers.
  • Respond to customer calls and emails regarding payroll tax issues and handle escalations.
  • Advise the Tax Department and other teams on complex tax questions and customer interactions.
  • Use and improve Patriot’s internal payroll tax software and online tax engine.
  • Set quality, productivity, and customer-care standards for Tax Resolution and Tax Settings teams.
  • Monitor calls and review work, providing constructive coaching and feedback.
  • Partner with the Tax Manager on performance, productivity, training, and knowledge gaps.
  • Build the Tax Settings function by defining processes, success measures, and expected outcomes.
  • Coordinate workflow between the Tax Resolution and Tax Settings teams.

Requirements

  • 3+ years of payroll or payroll tax experience handling customer inquiries and tax notices.
  • 1+ year of experience handling customer escalations.
  • 2+ years of leadership experience in a customer support setting.
  • Working knowledge of federal, state, and local payroll tax procedures, including calculations, deposits, and filings in all 50 states.
  • High school diploma or GED equivalent.
  • Ability to build processes, take initiative, and adapt quickly to change.
  • Strong time management, organization, prioritization, attention to detail, and conceptual-thinking skills.
  • Excellent written and verbal communication, customer service, and coaching abilities.
  • Ability to remain calm with frustrated customers and work independently or collaboratively.
  • Ability to learn technical subjects and new software quickly.

Benefits

  • $27.00–$32.00 per hour.
  • 100% remote, full-time direct-hire position with flexible scheduling.
  • Paid vacation, sick time, and holidays.
  • Medical, dental, and vision insurance, plus HSA/FSA accounts.
  • Company-paid life and short- and long-term disability insurance.
  • 401(k) with company match.
  • Education reimbursement and advancement opportunities.
  • Home office setup stipend and company-provided hardware and equipment.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Capital on Tap

Customer Service Advisor - Nights

Capital on Tap 251-1K Diversified Financial Services

Capital on Tap is hiring a UK-based remote Customer Service Representative to support small-business customers across phone, email, and live chat, resolving enquiries and improving their customer experience.

United Kingdom Full-time Mid Level Customer Support
$38k-$38k
5 minutes ago
Natera

Regional Customer Support Specialist

Natera 1K-5K Pharmaceuticals

Natera is hiring a remote Regional Customer Support Specialist (Territory Manager) to support medical professionals, patients, sales representatives, and internal teams by ensuring accurate orders, resolving issues, and delivering timely oncology test results.

United States Full-time Mid Level Customer Support
$44k-$48k
HIPAA
23 hours, 50 minutes ago
A

Part-Time Remote Client Care Representative

AO Garcia Agency Insurance

Remote financial-services representative who speaks with warm leads, matches clients with protection options, and builds a serviced client portfolio through a structured training system.

United States Part-time Mid Level Customer Support
1 day ago
A

Part-Time Work From Home Client Support Representative

AO Garcia Agency Insurance

Remote financial-services representative who helps warm leads identify protection options, complete enrollment, and build a long-term client portfolio through a structured training and mentorship program.

United States Part-time Entry Level Customer Support Sales Representative
1 day ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers