Technical Tax Operations Lead

Data Onboarding & Validation

• Review, validate, and troubleshoot customer onboarding files, including company setup, filer setup, employee data, tax setup files, tax detail files, and related data imports.
• Identify, investigate, and resolve data quality issues before production deployment.
• Analyze large-scale data loads for completeness, formatting errors, missing values, invalid identifiers, and compliance concerns.
• Troubleshoot rejected files, malformed data, missing records, import failures, and downstream processing issues.
• Coordinate customer history loads, parallel testing datasets, and production cutover readiness.
• Support ongoing customer data synchronization and update processes.

Technical Support, Data Operations & Issue Resolution

• Analyze XML, TXT, CSV, ACH/NACHA, tax detail, notification, and payment-related files.
• Diagnose issues involving APIs, inbound/outbound file processing, integrations, authentication, notifications, and data transformations.
• Validate inbound and outbound file specifications.
• Support customer testing efforts involving payment files, agency files, filing extracts, notification feeds, and reconciliation processes.
• Serve as Tier 2 escalation support for complex customer incidents and operational issues.
• Assist customers with production operational readiness and daily processing support.
• Manage technical support tickets through investigation, prioritization, documentation, communication, and closure.
• Document recurring issues and contribute to the knowledge base and SOP development.

Testing & Production Readiness

• Coordinate and support integration testing, UAT, connectivity validation, parallel testing, and production cutover activities.
• Validate API integrations, batch processes, nightly jobs, file exchanges, and operational workflows.
• Track defects, testing outcomes, and readiness checkpoints.
• Verify end-to-end customer processing before go-live.

• During Customer Implementation Activities, such as new customer onboarding, customer data conversions, initial tax setup and configuration, tax code mapping activities, and historical data loads and validation.
• For Complex Technical Issues & Escalations, such as complex production incidents, API integration failures, import/export file errors, data integrity concerns, filing and payment processing exceptions, ACH/payment setup problems, and data configuration questions.
• Direct Customer Issue Resolution is Required for mission-critical success, such as parallel testing customers, new feature rollouts, new payroll/HCM platform integrations, and process optimization.

Required

• 7+ years supporting payroll, tax, finance, HR technology, payroll integrations, or enterprise software platforms.
• Ability to analyze XML, CSV, TXT, JSON and related integration files.
• Experience with relational data structures, data validation, and configuration management.
• Familiarity with ACH, NACHA, payment processing, and file transfer concepts preferred.
• Experience troubleshooting complex customer-facing software implementations.
• Experience supporting APIs, integrations, data imports, and file-based processing solutions.
• Experience managing escalated support incidents and technical support queues.

Preferred

• Experience with payroll platforms such as SAP, Workday, UKG, Dayforce, Oracle HCM, or similar systems.
• Experience participating in software implementations and UAT cycles.
• Knowledge of payroll tax filing, garnishments, and payment processing operations.
• Operations or customer success experience.

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