Tax Operations Specialist (Fintech)

TL;DR

Tax Operations Specialist (Fintech): Managing complex payroll tax operations and customer resolutions for a high-growth vertical software platform with an accent on federal, state, and local filing compliance. Focus on building scalable tax playbooks, resolving high-stakes tax notices, and partnering with product teams to automate tax workflows.

Location: Remote (USA). Hybrid work is required for candidates living within a reasonable commute to New York City or San Francisco offices.

Salary: $100,000 – $140,000 + Equity

Company

hirify.global is a fast-growing vertical software company rebuilding core HR, finance, and operations systems for the construction industry using AI and embedded payments.

What you will do

• Serve as the internal subject matter expert on federal, state, and local payroll tax filing rules.
• Manage reactive tax support tickets, including tax notices, W-2 issues, and filing blocks.
• Conduct proactive tax setup reviews for high-risk customers during onboarding.
• Build and maintain playbooks and training documentation to scale tax expertise across the company.
• Collaborate with Support, Launch, and Product teams to automate tax-related processes.

Requirements

• 3+ years of payroll tax experience at a payroll provider, SaaS, or PEO.
• Hands-on experience managing agency notices and resolving complex tax issues for customers.
• Strong Excel skills, including pivot tables, lookups, and tax reconciliations.
• Working knowledge of payroll systems such as Check, Gusto, Rippling, ADP, or Paychex.
• Deep understanding of POA/TPA processes, wage bases, and withholding mechanics.
• Excellent written and verbal communication skills to de-escalate frustrated customers.

Culture & Benefits

• Competitive salary and equity packages.
• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan with company matching.
• Unlimited PTO and 16 weeks of paid parental leave.
• Annual educational allowance for professional development.
• Regular company-wide and team-specific off-sites.

Hiring process

• Recruiter pre-screen.
• Hiring manager interview.
• Presentation round.
• Final executive interview.