Customer Tax Account Specialist

United StatesRemoteFull-timemid

OtherAccount Specialist

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Tax Account Specialist based in United States.

Technical Tools

OtherAccount Specialist

This role provides specialized Canadian payroll tax services and customer support to a dedicated portfolio of customers.
You will manage daily casework, research complex payroll tax questions, and provide practical guidance tailored to customer needs.
The position includes responsibility for tax remittances and year-end processing, including T4, T4A, Relevé 1, and Relevé 2 activities.
You will build ongoing customer relationships, lead customer calls, and collaborate with internal teams to resolve escalated or complex requests.
Success requires strong knowledge of Canadian multi-jurisdiction payroll tax requirements and exceptional attention to accuracy and deadlines.
You will work in a structured, service-focused environment where regulatory knowledge, problem-solving, and continuous improvement are highly valued.
This is an opportunity to apply your payroll tax expertise while helping customers maintain compliant, accurate, and reliable payroll operations.

Serve as the designated specialist for an assigned portfolio of Canadian payroll tax customers and maintain strong relationships through regular communication.
Manage and resolve customer cases within established service-level agreements, ensuring accurate documentation and timely closure.
Process Canadian payroll tax filings, remittances, and year-end activities, including T4, T4A, Relevé 1, and Relevé 2 forms and amendments.
Apply knowledge of Canadian federal, provincial, and territorial payroll tax requirements, including CRA and Revenu Québec remittances, CPP/QPP, EI, QPIP, employer health taxes, and applicable workers' compensation requirements.
Research and analyze payroll tax issues and provide thoughtful, practical solutions based on individual customer circumstances.
Support customers by phone and lead customer-facing calls as needed.
Respond to escalated cases from internal stakeholders and work with peers and customer teams to resolve complex requests.
Maintain required accuracy, timeliness, quality, and productivity standards while following security procedures designed to protect confidential customer information.
Manage multiple customers, competing priorities, and tax filing and year-end deadlines effectively.
Follow established processes consistently while identifying opportunities for improvement and escalating systemic issues with appropriate context.
Collaborate with colleagues and partner teams, contribute to shared objectives, and support knowledge sharing and mentorship within the team.

Requirements

~2 min read

High school diploma or equivalent is required.
At least 2 years of Canadian payroll or payroll tax experience involving research, troubleshooting, and employee or customer support.
Demonstrated knowledge of Canadian multi-jurisdiction payroll taxation, including CRA and Revenu Québec remittances, CPP/QPP, EI, QPIP, and T4, T4A, Relevé 1, and Relevé 2 year-end activities.
Strong understanding of payroll tax calculations, reconciliations, and related financial concepts.
Proven ability to manage multiple priorities, customers, and deadlines in a fast-paced environment.
Comfortable communicating with customers by phone and leading customer calls when required.
Strong written and verbal communication skills and a professional, consultative approach to customer service.
Strong research, critical-thinking, troubleshooting, and problem-solving abilities.
Excellent organizational skills and attention to detail.
Ability to adapt to regulatory changes, customer requirements, system updates, and shifting workloads.
Proficiency with Microsoft Office, particularly Outlook, Teams, and Excel, including pivot tables.
Ability to collaborate effectively with peers and cross-functional teams while sharing expertise with less experienced colleagues.
Experience with Workday Payroll or Workday Tax is preferred.
PCP (Payroll Compliance Professional) or PLP (Payroll Leadership Professional) certification through the National Payroll Institute is an asset.
Experience in an outsourcing or shared-services environment is preferred.
Experience with Salesforce or similar case-management tools is an asset.
Bilingual French and English communication skills are an asset.
An associate degree or higher in Accounting, Business, or a related field is preferred.