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

We are looking for a Tax Onboarding Specialist to own the tax setup lifecycle for new Netchex clients. From the initial kickoff call through go-live, you'll ensure every FEIN registration, tax account, multi-state filing, and agency authorization is validated, documented, and in place before the first payroll runs. You'll be the bridge between clients, government agencies, and internal teams — and the person who catches what others miss.

Key Responsibilities

•     Participate in client kickoff calls to introduce and align on all tax onboarding requirements from day one.

•     Communicate tax setup requirements clearly and early in the onboarding lifecycle to minimize delays and keep clients on track.

•     Proactively identify and resolve missing setup items — account numbers, POA, TPA, etc

•     Validate FEIN and tax account setup, including all applicable multi-state registrations, for accuracy prior to go-live.

•     Handle federal, state, and local tax agency communications accurately and on behalf of clients throughout onboarding.

•     Identify and escalate tax setup risks with sufficient lead time to protect go-live timelines.

•     Review Offshore Tax Operations Specialist tasks for accuracy and ensure backend documentation and data collection are completed within defined handoff timelines.

•     Confirm tax account numbers, frequencies, and rates within established SLA windows.

•     Deliver complete and accurate tax verification documents to clients at close of onboarding.

•     Maintain onboarding case files to audit-ready standards in accordance with internal SOPs.

What We're Looking For

•     2–3 years of experience in payroll, tax, client onboarding, or HCM implementation — payroll or tax experience required.

•     Knowledge of payroll tax compliance at the federal, state, and local level is strongly preferred.

•     Demonstrated ability to communicate directly with government agencies and clients.

•     Strong organizational skills and sharp attention to detail — you catch the small things before they become big problems.

•     Ability to manage multiple onboarding cases simultaneously in a deadline-driven environment.

•     Proficiency with Microsoft Office Suite, especially Excel and Outlook.

•     Familiarity with multi-state payroll and tax complexity is a plus.

About You

•     You're the person who reads the fine print — and finds the thing everyone else missed.

•     You communicate complex tax and compliance topics clearly to clients who may have never dealt with them before.

•     You stay calm when agency timelines are tight or a setup issue surfaces close to go-live.

•     You take ownership of your cases end-to-end and don't let things fall through the cracks.

•     You're collaborative by default — you know that getting a client live requires the whole team.

•     You want to build deep expertise in payroll tax, and you see this role as the foundation for 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.