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.