Tax Agent - job 1 of 2

As a Tax Agent at Back Office, you'll manage payroll and sales-related taxes for our clients across all states, ensuring compliance with tax regulations. Your responsibilities will include researching tax notices, training junior tax specialists, resolving complex tax issues, and assisting with the onboarding process for new clients by accurately setting up tax accounts.

To qualify as a Tax Agent at Back Office, you should possess in-depth knowledge of state employment and sales tax regulations. Relevant experience in a tax-related field and understanding of tax filing processes are essential. Excellent communication skills and the ability to handle sensitive information discreetly are also crucial for success in this role.

Yes, the Tax Agent role at Back Office is designed to be hybrid, allowing for remote work while being based out of our Littleton, Colorado office. We welcome candidates who can work within the Mountain Standard Time zone.

At Back Office, we invest in your success through a comprehensive training and development program. As a new Tax Agent, you’ll receive guidance on our best practices and be equipped with the knowledge necessary to excel in managing payroll and sales tax responsibilities.

Working as a Tax Agent at Back Office comes with a wealth of benefits, including comprehensive medical, dental, and vision coverage. Additional perks like a 401(k) plan with company match, paid time off, and ancillary plans support your overall well-being and work-life balance.

Explain your commitment to continuous education, such as subscribing to tax law newsletters, attending workshops, or participating in webinars. Emphasize your proactive approach to ensuring compliance and accurate tax processes.

Share specific examples of how you've handled tax notices in previous roles, detailing your research process, interactions with tax agencies, and how you resolved these issues efficiently to maintain client compliance.

Outline the importance of gathering accurate information, including tax rates and IDs, to ensure a smooth onboarding process. Mention your attention to detail and communication with clients to confirm the accuracy before running the first payroll.

Discuss your organizational skills and ability to assess task urgency. You can mention tools you might use, such as project management software, to help manage your workload effectively.

Describe a specific challenge you've encountered, such as discrepancies in tax filings or complex client queries, and explain the steps you took to research, resolve the issue, and keep the client informed throughout the process.

Explain your understanding of confidentiality protocols, such as restricted access to sensitive files and safe communication practices. Mention any experience you have with training others on these protocols.

Describe your methodology when onboarding colleagues, emphasizing hands-on training, sharing best practices, and the importance of fostering an open environment for questions and discussions.

Talk about your strategies for ensuring clear and professional communication, such as regular updates, setting expectations, and being responsive to client inquiries, ensuring they feel supported and informed.

Mention specific tax software, payroll systems, or platforms you have extensive experience with, highlighting how they contribute to accuracy and efficiency in your work.

Share your approach to owning up to mistakes, detailing how you would promptly investigate and correct errors, notify affected parties, and implement measures to prevent recurrence.