Tax Agent

Who are we?

Back Office, a Buyers Edge Platform SaaS solution, dismantles siloed restaurant technology systems, offering Accounting & Bookkeeping, Payroll, Food Cost Management, and AP Automation as a unified tech stack. Developed by restaurant owners for restaurant owners, Back Office goes beyond traditional software; it's backed by industry experts who guide operators to make faster, more informed business decisions surrounding revenue, cost of goods, labor, and compliance. Through a combination of continued education and user-friendly software, independent, multi-location, franchise, and enterprise restaurant groups gain actionable insights into their performance, empowering them to make data-based operational decisions!

This position can either be based out of our Littleton, CO office or fully remote. The salary range is $60,000 - $72,000. We are unable to offer work sponsorship for this role. 

The Tax Agent is responsible for managing and processing payroll and sales-related business taxes across all 50 states, ensuring compliance with federal and state tax laws. This role serves as the primary point of contact for clients regarding tax matters, including tax notices, abatement requests, and tax setup during client onboarding. The Senior Tax Agent will assist in training junior tax specialists, research and resolve tax issues, and provide high-quality customer service. Additionally, this position requires a strong understanding of state employment and sales tax regulations and the ability to work both independently and collaboratively to meet deadlines and ensure accuracy in tax filings. 

Your impact:

Tax Filing & Processing: 

• Proficient in filing and processing payroll and sales-related business taxes across all 50 states. 

Tax Notice Research & Resolution: 

• Research tax notices and liaise with appropriate tax agencies for clarification and resolution. 
• Lead efforts to abate tax notices and follow up on abatement requests. 
• Process amended or missing returns/payments  
• Identify and comprehend the root causes of tax notices, ensuring future compliance and accuracy. 

New Client Onboarding: 

• Assist with onboarding new clients by gathering, verifying, and setting up tax rates and tax IDs, ensuring accuracy before running their first payroll. 
• Serve as the first point of contact for new clients regarding business tax matters. 

New Tax Specialist Training: 

• Assist in the training and development of new tax specialists, sharing best practices and knowledge. 

Research & Compliance: 

• Research state and local employment and sales tax laws to ensure clients receive accurate and up-to-date information. 
• Stay informed on the latest tax laws and regulations to maintain best practices in tax processing. 
• Continuously improve knowledge and processes regarding tax filings, compliance, and best practices. 

Customer Service: 

• Ensure timely responses to all client inquiries, maintaining clear and professional communication to address tax-related questions and concerns promptly. 

About you:

• In-depth knowledge of state employment tax, sales tax, and federal/state tax laws, with the ability to apply this knowledge in a business context. 
• Previous experience in a tax-related field, with a strong understanding of tax filing processes and resolving tax notices. 
• Proven experience in customer service, with the ability to effectively communicate and build strong relationships with clients. 
• Ability to handle sensitive client information with a high level of confidentiality and discretion. 
• Strong ability to identify issues and resolve problems in a timely and efficient manner, ensuring compliance and accuracy. 
• Excellent verbal and written communication skills to clearly convey tax-related information to clients and team members. 
• Proficient in using computers and software, including tax software, payroll systems, and other relevant platforms. 
• Keen attention to detail when processing tax information, reviewing reports, and ensuring accuracy in all tasks. 
• Ability to manage time effectively, prioritize tasks, and self-start projects, ensuring deadlines are met without supervision. 
• Strong team player who works well in a collaborative environment and contributes to the success of the team. 

What's in this for you?

Amazing coverages to start. Medical, dental, and vision coverages are just the beginning! We also offer ancillary plans, such as flexible spending accounts for both health and dependent care, critical illness, accident, and voluntary life as well as company paid life and long-term-disability plans! On top of this, we also offer a 401(k) plan with company match.

Invest in your success. We will provide you with a thorough training and development program; and offer competitive compensation.

Live well = Work well. Relax with our Personal Responsibility Paid Time Off policy where you don’t have to accrue time off in order to take it!