Tax Filing Specialist I

Who we are

Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than 100,000 clients to build great teams and better manage their people while staying compliant in an ever-changing HR legislative landscape. Asure’s HCM offering includes Payroll & Tax, HR, and Time & Attendance software and HR Services ranging from online compliance tools to a fully outsourced HR department.

This position will be hybrid at our Santa Ana, CA location.

How you will contribute

The Tax Filing Specialist I role provides operational, administrative, and filing-process support to the Senior Tax Filing Specialist and broader Tax Filing Team. This role assists with filing preparation, documentation updates, agency follow-up, status tracking, rejection support, and quarter-end filing activities. The position helps ensure filing work is organized, accurate, documented, and completed within required timelines, while escalating exceptions or unclear items to the Senior Tax Filing Specialist or Tax Filing Lead.

Core Responsibilities

• Support Senior Tax Filing Specialists with daily, periodic, and quarterly filing activities.
• Prepare filing packets, filing documentation, agency forms, and supporting materials as assigned.
• Assist with generating periodic paper filings and electronic filing support tasks under direction.
• Review filing packages for completeness before submission or mailing.
• Support check attaching, mailing preparation, scanning, labeling, and document organization.
• Maintain filing trackers, shared folders, agency logs, and status updates.
• Assist with agency follow-up to confirm filing receipt, posting, or outstanding items.
• Support rejection communication by gathering details, documenting status, and routing items to the appropriate filing owner.
• Help research basic agency filing requirements, mailing addresses, contact information, and portal instructions.
• Support bulk payment and ACH credit application documentation as assigned.
• Assist with tax code, mapping, or agency setup documentation updates under guidance from Senior Tax Filing Specialists.
• Support JIRA-related filing work by gathering screenshots, examples, file details, and testing documentation when requested.
• Assist with pre-quarter-end readiness tasks, including tracker cleanup, agency list review, filing packet preparation, and document organization.
• Escalate unclear, mismatched, blocked, or high-risk items to the Senior Tax Filing Specialist or Tax Filing Lead.
• Follow SOPs, documented filing procedures, escalation rules, and confidentiality requirements.

Quarter-End Responsibilities

• Support quarter-end filing package preparation, review, printing, sorting, and mailing preparation.
• Assist Senior Tax Filing Specialists with high-volume filing.
• Organize filing confirmations, proof of mailing, agency confirmations, and supporting documents.
• Help identify missing items, incomplete filing packets, or documentation gaps.
• Support post-filing cleanup, confirmation tracking, and exception documentation.
• Complete assigned quarter-end tasks by required deadlines and escalate delays promptly.

Required Experience

• Payroll tax, payroll operations, compliance, administrative operations, or document-processing experience.
• Strong attention to detail and ability to follow documented procedures.
• Ability to manage multiple assigned tasks during high-volume filing periods.
• Strong written communication and follow-through.
• Ability to document filing status, exceptions, and next steps clearly.
• Ability to escalate questions or exceptions rather than making independent filing decisions.

Technical Skills

• Proficiency with Microsoft Office, including Outlook, Excel, Word, and Teams.
• Ability to use agency websites, agency portals, shared folders, internal trackers, and case management tools.
• Experience maintaining trackers accurately and maintain current filing status.
• Able to follow SOPs, filing instructions, checklists, and escalation procedures.
• Organize documents, confirmations, proof of mailing, and filing support materials.

Compensation

The minimum base salary range for this position is based on relevant experience, skills, and industry knowledge. Asure Software offers a variety of employee benefits. Salary information is determined by market location and is provided in accordance with state and local pay-transparency laws. Applicants should apply via www.asuresoftware.com/careers.

Benefits

• Medical, Dental, Vision, HSA, FSA- All effective on day 1!
• Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
• 401K Program with 3% safe harbor contribution
• Employee Stock Purchase Program
• Fitness Reimbursement Program
• Self-Managed PTO

Our Mission

To provide Human Capital Management (HCM) software and services that help companies grow, while nurturing a culture of growth around us.

• Helping customers grow by getting the most from their human capital.
• Helping our employees grow personally and professionally.
• Growing relationships in our communities that inspire goodness.
• Grow shareholder value

Our Vision

Be the most trusted Human Capital Management resource to entrepreneurs everywhere.

Our Values

Reflect who we are and what we stand for as a company.

• Embrace Change
• Lead with Integrity
• Own the Outcome
• Deliver Awesome
• Be a Good Human

We are an equal opportunity employer. All candidates must be legally authorized to work in the US, as we are unable to sponsor or transfer Visas at this time. Criminal background checks conducted at employment offer.

NO AGENCIES PLEASE

Any unsolicited resumes sent to Asure Software from a third party, such as an Agency, including unsolicited resumes sent to Asure’s mailing address, fax machine or email address, directly to employees or hiring managers will be considered Asure property. Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.