Insurance Office of America
Tax and Operations Support Specialist
Insurance Office of America, Clearwater, Florida, United States, 34623
Join to apply for the
Tax & Operations Support Specialist
role at
Insurance Office of America .
Location: Lakewood Ranch, FL or Longwood, FL office. Fully remote for Florida based candidates. Initial training will be 1-2 days hybrid out of the
Longwood, FL or Lakewood Ranch, FL office .
About the Role The Tax & Operations Support Specialist is responsible for managing all aspects of POA’s Workers’ Compensation Pay-As-You-Go (PAYGO) reporting program, supporting the Tax Department across all functional areas, and assisting with 401(k) reporting. This role requires a detail-oriented, client-focused professional who can collaborate across departments, ensure data accuracy, contribute to process improvements, and perform other duties as assigned by Management.
Key Responsibilities
Client service excellence: Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries.
Workers’ Compensation (WC) program management: Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions.
WC collaboration: Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data.
WC reporting automation: Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes.
Tax setup quality control: Review new client setups for accuracy, including tax codes, account formats, and payroll schedules.
Conversion data validation: Balance and verify conversion data against source documents such as tax returns and payroll records.
Tax deposit monitoring: Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax.
Tax compliance support: Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments.
401(k) reporting: Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls.
Process improvement: Identify and communicate opportunities to enhance operational efficiency and data accuracy.
Internal collaboration: Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives.
Training and development: Participate in internal and external training to maintain technical competence and industry knowledge.
Team support: Act as a backup for teammates and contribute to overall team service excellence.
Positive relationships: Build and maintain productive relationships with clients, sales partners, and internal stakeholders.
Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications
2 to 5 years of Payroll Service Bureau experience (Required)
2 to 5 years of Payroll Tax and/or Workers’ Compensation knowledge (Required)
Accounting background (Preferred)
Experience with MasterTax or similar tax software - Preferred
High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups
Ability to work independently and in a team environment, and to multi-task, meet deadlines, and adapt to changing priorities
Experience working with Sales teams and clients to gather and analyze information
Excellent written and verbal communication skills
Strong analytical, organizational and data validation skills
High School Diploma (or equivalent)
What We Offer
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range: $23.00 - $29.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level Entry level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Insurance
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Tax & Operations Support Specialist
role at
Insurance Office of America .
Location: Lakewood Ranch, FL or Longwood, FL office. Fully remote for Florida based candidates. Initial training will be 1-2 days hybrid out of the
Longwood, FL or Lakewood Ranch, FL office .
About the Role The Tax & Operations Support Specialist is responsible for managing all aspects of POA’s Workers’ Compensation Pay-As-You-Go (PAYGO) reporting program, supporting the Tax Department across all functional areas, and assisting with 401(k) reporting. This role requires a detail-oriented, client-focused professional who can collaborate across departments, ensure data accuracy, contribute to process improvements, and perform other duties as assigned by Management.
Key Responsibilities
Client service excellence: Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries.
Workers’ Compensation (WC) program management: Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions.
WC collaboration: Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data.
WC reporting automation: Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes.
Tax setup quality control: Review new client setups for accuracy, including tax codes, account formats, and payroll schedules.
Conversion data validation: Balance and verify conversion data against source documents such as tax returns and payroll records.
Tax deposit monitoring: Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax.
Tax compliance support: Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments.
401(k) reporting: Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls.
Process improvement: Identify and communicate opportunities to enhance operational efficiency and data accuracy.
Internal collaboration: Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives.
Training and development: Participate in internal and external training to maintain technical competence and industry knowledge.
Team support: Act as a backup for teammates and contribute to overall team service excellence.
Positive relationships: Build and maintain productive relationships with clients, sales partners, and internal stakeholders.
Professional development: Continuously improve professional skills by actively participating in internal and external development opportunities.
Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications
2 to 5 years of Payroll Service Bureau experience (Required)
2 to 5 years of Payroll Tax and/or Workers’ Compensation knowledge (Required)
Accounting background (Preferred)
Experience with MasterTax or similar tax software - Preferred
High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups
Ability to work independently and in a team environment, and to multi-task, meet deadlines, and adapt to changing priorities
Experience working with Sales teams and clients to gather and analyze information
Excellent written and verbal communication skills
Strong analytical, organizational and data validation skills
High School Diploma (or equivalent)
What We Offer
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range: $23.00 - $29.00 per hour, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Seniority level Entry level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Insurance
#J-18808-Ljbffr