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Asure Software

Tax Implementation Specialist I

Reposted 6 Days Ago
Be an Early Applicant
In-Office
Santa Ana, CA, USA
75K-85K Annually
Entry level
In-Office
Santa Ana, CA, USA
75K-85K Annually
Entry level
Ensure new customers meet tax onboarding requirements by reviewing and submitting power-of-attorney and IRS 8655 forms, auditing Evolution tax setups, processing RAF name controls, validating FEINs, maintaining bank and preparer ID setups in APTM, initiating and monitoring the TPA bot, and maintaining team metrics.
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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 a hybrid position based at our Santa Ana, CA office location. We will also consider hybrid work from Asure's other hub office locations.



How you will contribute

Our Implementation Specialist brings a builder mindset to client configurations of our payroll tax product, proactively translating requirements into scalable, accurate solutions. This role drives successful adoption of our solutions by leading training, defining client requirements with clarity, executing configurations, validating outcomes through testing, and taking ownership of implementation results from kickoff through stabilization.

  • Delivers group presentations and training sessions that enable clients to confidently use and maintain Asure Software.
  • Owns all stages of software implementation projects with clear accountability for scope, quality, and timelines:
    • Discovery: identify client business requirements
    • Configure: our Asuretax solution based on the client requirements
    • Deliver: training on the Asure tax configured solution
    • Deploy: successfully complete implementations
    • Support: clients for the first 2 successful payrolls
  • Deliver results on time.
  • Ensure client product and Asure procedure adoption for success with our products.
  • Provides status reports and overall project updates to the project team.
  • Anticipates and resolves project hurdles through effective coordination with clients and internal teams to keep implementations on track.
  • Creates client advocacy for our products- leaving every customer happy and willing to provide a reference for future customers.

    Qualifications 

    • 3+ years of experience supporting clients with their US payroll and/or tax processing.
    • 2+ years of success in a dedicated account ownership service model.
    • Solid understanding of HR practices, labor laws, and payroll principles.
    • Strong attention to detail, confidentiality, and organizational skills.
    • Excellent communication and interpersonal skills.
    • Ability to prioritize and manage multiple tasks in a fast-paced environment.
    • CPP, FPC, PHR or SHRM-CP certification is a plus.
    • Proficiency in Microsoft Office Suite, especially Excel and Word.

    Compensation 

    The base range for this role is $75,000 - $85,000 depending on level of experience.

    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. 

    Asure Software Santa Ana, California, USA Office

    3631 South Harbor Blvd, Suite 100 , Santa Ana, United States, 92704

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