Tax and Operations Support Specialist

Job Overview

Join Insurance Office of America as a Tax & Operations Support Specialist
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Fully remote for Florida based candidates. Initial training will be 1-2 days hybrid out of Longwood, FL or Lakewood Ranch, FL office.

• Deliver outstanding client service by proactively anticipating needs and responding promptly to inquiries.
• Oversee Workers’ Compensation Pay-As-You-Go (PAYGO) program: setup, reporting, renewals, accurate net rate calculations, and timely carrier submissions.
• Collaborate with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data.
• Streamline WC file feeds and reporting processes with Software Development and Reporting teams.
• Review new client setups for tax accuracy including codes, account formats, and payroll schedules.
• Balance and verify conversion data against source documents such as tax returns and payroll records.
• Manage daily tax deposits and ensure proper handling of conversion payrolls within Master Tax.
• Assist with tax registrations, notice resolution, and quarterly/annual reporting including W‑2s and amendments.
• Ensure accurate 401(k) setup and timely submission of reports to plan administrators.
• Identify and communicate opportunities to enhance operational efficiency and data accuracy.
• Work closely with Implementation, Payroll, and HRIS teams to support cross‑functional initiatives.
• Participate in internal and external training to maintain technical competence and industry knowledge.
• Act as a backup for teammates and contribute to overall team service excellence.
• Build and maintain productive relationships with clients, sales partners, and internal stakeholders.
• Continuously improve professional skills by actively participating in development opportunities.
• Demonstrate integrity and leadership by championing IOA values.

• 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 Master Tax or similar tax software (Preferred)
• High degree of Excel skills – functions, formulas, pivot tables, V‑lookups
• Ability to work independently and in a team, multitask, meet deadlines, and adapt to changing priorities
• Experience analyzing information with Sales teams and clients
• Excellent written and verbal communication skills
• Strong analytical, organizational, and data validation skills
• High School Diploma (or equivalent)

• Competitive salaries and bonus potential
• Company‑paid health insurance
• Paid holidays, vacations, and sick time
• 401(k) 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

The expected pay range for this position is $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.