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