Tax Onboarding Specialist I

The Tax Onboarding Specialist plays a critical role in helping customers make the switch onto the Toast Payroll platform.  Individuals in this role use their skills with data and specialized payroll tax expertise to ensure that our new customers experience a seamless, simple, and accurate first payroll and tax filing experience.

The Tax Onboarding Specialist’s main duties include the transfer and validation of employee and pay data from a customer’s previous payroll provider onto the Toast Platform.  Individuals in this role will work closely with Onboarding Consultants to coordinate the extraction & import of customer data at various points of a customer’s Onboarding Journey.  Tax Onboarding Specialists will need to validate the results of data imports against provided tax returns, investigate and resolve any discovered discrepancies, and conduct audits to ensure that each customer’s first payroll experience will be smooth and error-free.

About this roll* (Responsibilities)

• Extract, manipulate, and import payroll and demographic data from legacy payroll providers
• Validate payroll and tax information between legacy system to Toast system
• Research and update data inconsistencies between two systems
• Setup new customers in our Tax Software to enable tax payment and filing
• Resolve complex payroll system and tax issues
• Complete projects with a high level of reliability and accuracy
• Autonomously and reliably manage projects and deadlines

Do you have the right ingredients*? (Requirements)

• 2+ years experience with handling large volumes of data, including data extraction, manipulation, and analysis.
• Proficient in Microsoft Excel and Google Suite (Vlookups, Pivot Tables, formulas, etc.)
• Proven track record in effectively organizing and prioritizing workload to meet deadlines
• Strong attention to detail, ensuring high-quality outputs and minimizing errors
• Success operating independently and navigating competing priorities in a constantly changing environment
• Bright, self-starter with a growth mindset

Special Sauce* (Non-essential Skills/Nice to Haves)

• Knowledge of payroll processes or payroll taxes  experience
• Experience working with sensitive/confidential information
• Experience working in the tech industry or for a SAAS company

Our Spread* of Total Rewards

We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at https://careers.toasttab.com/toast-benefits.

*Bread puns encouraged but not required

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