Insurance Office of America

Tax and Operations Support Specialist

Insurance Office of America

full-time

Posted on:

Location Type: Hybrid

Location: Lakewood Ranch • Florida • United States

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Salary

💰 $21 - $28 per hour

About the role

  • Client service excellence: Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries.
  • Workers’ Compensation (WC) program management: Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions.
  • WC collaboration: Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data.
  • WC reporting automation: Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes.
  • Tax setup quality control: Review new client setups for accuracy, including tax codes, account formats, and payroll schedules.
  • Conversion data validation: Balance and verify conversion data against source documents such as tax returns and payroll records.
  • Tax deposit monitoring: Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax.
  • Tax compliance support: Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments.
  • 401(k) reporting: Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls.
  • Process improvement: Identify and communicate opportunities to enhance operational efficiency and data accuracy.
  • Internal collaboration: Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives.
  • Training and development: Participate in internal and external training to maintain technical competence and industry knowledge.
  • Team support: Act as a backup for teammates and contribute to overall team service excellence.
  • Positive relationships: Build and maintain productive relationships with clients, sales partners, and internal stakeholders.
  • Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities.
  • Champion IOA Values: Demonstrate integrity and leadership.

Requirements

  • 2 to 5 years of Payroll Service Bureau experience (Required)
  • 2 to 5 years of Payroll Tax and/or Workers’ Compensation knowledge (Required)
  • Accounting background (Preferred)
  • Experience with MasterTax or similar tax software - Preferred
  • High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups
  • Ability to work independently and in a team environment, and to multi-task, meet deadlines, and adapt to changing priorities
  • Experience working with Sales teams and clients to gather and analyze information
  • Excellent written and verbal communication skills
  • Strong analytical, organizational and data validation skills
  • High School Diploma (or equivalent)
Benefits
  • Competitive salaries and bonus potential
  • Company-paid health insurance
  • Paid holidays, vacations, and sick time
  • 401K with employer match
  • Employee stock plan participation
  • Professional growth and career progression opportunities
  • Respectful culture and work/family life balance
  • Community service commitment
  • Supportive teammates and a rewarding work environment
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Payroll Service Bureau experiencePayroll Tax knowledgeWorkers’ Compensation knowledgeMasterTaxExceldata validationtax compliance401(k) reportingreporting automationprocess improvement
Soft Skills
client service excellenceprofessional communicationteam collaborationanalytical skillsorganizational skillsadaptabilitymulti-taskingrelationship buildingtraining and developmentleadership