About Netchex Netchex is a leading HR, payroll, and workforce management platform trusted by thousands of businesses across the U.S. Our mission is simple: make HR and payroll easier through intuitive, intelligent software. We're a remote‑first team of builders, problem‑solvers, and people‑focused innovators — and we're just getting started. Summary of the Role We are looking for a Tax Onboarding Specialist to own the tax setup lifecycle for new Netchex clients. From the initial kickoff call through go-live, you'll ensure every FEIN registration, tax account, multi-state filing, and agency authorization is validated, documented, and in place before the first payroll runs. You'll be the bridge between clients, government agencies, and internal teams — and the person who catches what others miss. Key Responsibilities • Participate in client kickoff calls to introduce and align on all tax onboarding requirements from day one. • Communicate tax setup requirements clearly and early in the onboarding lifecycle to minimize delays and keep clients on track. • Proactively identify and resolve missing setup items — account numbers, POA, TPA, etc • Validate FEIN and tax account setup, including all applicable multi-state registrations, for accuracy prior to go-live. • Handle federal, state, and local tax agency communications accurately and on behalf of clients throughout onboarding. • Identify and escalate tax setup risks with sufficient lead time to protect go-live timelines. • Review Offshore Tax Operations Specialist tasks for accuracy and ensure backend documentation and data collection are completed within defined handoff timelines. • Confirm tax account numbers, frequencies, and rates within established SLA windows. • Deliver complete and accurate tax verification documents to clients at close of onboarding. • Maintain onboarding case files to audit-ready standards in accordance with internal SOPs. What We're Looking For • 2–3 years of experience in payroll, tax, client onboarding, or HCM implementation — payroll or tax experience required. • Knowledge of payroll tax compliance at the federal, state, and local level is strongly preferred. • Demonstrated ability to communicate directly with government agencies and clients. • Strong organizational skills and sharp attention to detail — you catch the small things before they become big problems. • Ability to manage multiple onboarding cases simultaneously in a deadline-driven environment. • Proficiency with Microsoft Office Suite, especially Excel and Outlook. • Familiarity with multi-state payroll and tax complexity is a plus. About You • You're the person who reads the fine print — and finds the thing everyone else missed. • You communicate complex tax and compliance topics clearly to clients who may have never dealt with them before. • You stay calm when agency timelines are tight or a setup issue surfaces close to go-live. • You take ownership of your cases end-to-end and don't let things fall through the cracks. • You're collaborative by default — you know that getting a client live requires the whole team. • You want to build deep expertise in payroll tax, and you see this role as the foundation for it. Here's how we show up • Win Together — One team. One mission. No silos. • Deliver Results — No excuses. Just results. • Raise the Bar — Better today. Stronger tomorrow. • Decide and Drive — We don't wait for perfect. We move. • Bring the Energy — Positivity fuels performance.

• Prepare, review, and finalize state and local income, franchise, and gross receipts tax returns for multistate corporate and pass-through entities. • Identify and analyze state filing requirements and nexus exposure, including considerations related to due process and the commerce clause. • Perform business activity tax nexus analyses to determine where income or gross receipts tax filings are required. • Conduct technical state and local tax research using statutes, regulations, and administrative guidance to support tax positions. • Assist with state and local tax audits, including responding to inquiries and supporting documentation requests. • Document technical conclusions, calculations, and research findings in clear, audit-ready workpapers and client deliverables. • Manage assigned SALT workstreams within client engagements, including tracking open items, coordinating data requests, and meeting filing deadlines. • Communicate with clients primarily through phone and email to gather information, clarify tax matters, and deliver updates. • Identify opportunities to improve client service delivery and engagement efficiency. • Participate in internal and external training programs to continuously develop technical tax knowledge. • Handle technically challenging tax projects while ensuring compliance with firm policies and quality control standards.

• Direct the strategic design and execution of high-value tax planning initiatives, including: Tax-free mergers and acquisitions and related restructurings • Multi-tier corporate and partnership structures • Complex partnership agreements, including profits interests • Section 1202 QSBS planning and memoranda • Corporate conversions, reorganizations, and recapitalizations • Translate high-level designs into sequenced implementation plans • Ensure strategic alignment and efficient execution across multi-party transactions • Serve as a primary client contact on advanced tax planning matters • Explain complex tax concepts clearly and practically • Coordinate with clients, internal attorneys, and external advisors • Build and maintain long-term client relationships • Coordinate clients, advisors, and internal teams on implementation and design of tax strategies • Oversee team execution and maintain high performance standards • Mentor and guide junior and mid-level attorneys and staff • Maintain productive relationships with external advisors • Opportunity to help scale a nationally recognized advanced tax planning platform • Participate in regional expansion initiatives • Shape team structure and hiring decisions • Potential pathway into practice group leadership.

Role Description - Erstellung der laufenden Finanzbuchhaltung - Vorbereitung und Erstellung von Jahresabschlüssen - Anfertigung von Steuererklärungen für Unternehmen und Privatpersonen - Kommunikation mit Mandanten, Behörden und Finanzämtern - Mitwirkung bei steuerlichen Sonderthemen und Projekten Qualifications - Abgeschlossene Ausbildung als Steuerfachangestellte/r - Erste Berufserfahrung von Vorteil, aber nicht zwingend erforderlich - Interesse an digitalen Prozessen und modernen Arbeitsweisen - Strukturierte, zuverlässige und eigenständige Arbeitsweise Benefits - Überdurchschnittliche Vergütung mit Entwicklungsperspektive - 100% flexible Arbeitszeiten und Homeoffice-Möglichkeiten - 30 Urlaubstage oder mehr - Digitale Arbeitsweise (DATEV, papierarme Prozesse) - Unterstützung bei Weiterbildungen (z. B. Steuerfachwirt / Steuerberater) - Modern ausgestatteter Arbeitsplatz in zentraler Lage in Berlin - Kollegiales Team mit wertschätzender Unternehmenskultur Company Description Unser Mandant ist ein wirtschaftlich starkes, etabliertes Unternehmen mit nachhaltigem Wachstum und stabiler Marktposition. Die Strukturen sind modern, digital ausgerichtet und auf Effizienz sowie Qualität ausgelegt. Gleichzeitig wird großen Wert auf langfristige Zusammenarbeit und ein professionelles, wertschätzendes Miteinander gelegt. Durch die Vielfalt der Mandate ergeben sich abwechslungsreiche Aufgaben und hervorragende Entwicklungsmöglichkeiten.