Tax and Operations Support Specialist

Tax & Operations Support Specialist

Insurance Office of America

Fully remote for Florida-based candidates. Initial training will be 1-2 days hybrid out of Longwood, FL or Lakewood Ranch, FL office. Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Occasionally on‑site presence may be required to meet specific business needs.

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 collaborates across departments, ensures data accuracy, contributes to process improvements, and performs other duties as assigned by Management.

• Deliver outstanding client service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries.
• Oversee WC program management: PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions.
• Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data.
• Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes.
• Review new client setups for accuracy, including tax 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 setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls.
• 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 internal and external 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, including functions, formulas, pivot tables, and V-lookups
• Ability to work independently and in a team environment, 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

• 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

• 30‑minute phone screen
• Online assessments
• Interview(s)

$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.