Setup Specialist

Summary

Join Collective's Employer Registration team and play a key role in onboarding clients, ensuring accurate filing of documents with state agencies for payroll taxes, and verifying compliance for members with existing tax accounts.

Responsibilities

• Payroll Tax Registration with States - No Experience Needed, We Teach You!
• Troubleshoot roadblocks
• Update documentation
• Analyze poorly written state websites and develop strategies to solve problems
• Call state department representatives to solve problems
• Interact with co-workers before and after you in the flow to improve the process
• Manage the solution process and communication between members, state representatives, gusto staff, and collective staff
• Review Gusto Shell Accounts
• Verify information, flag errors and create tickets to fix the issues
• Share feedback with the Product team to improve the product
• Troubleshoot roadblocks
• Update documentation
• Handle State Correspondence/Notices
• Review state correspondence and notices reported by clients
• Report notices to Gusto and work with their support team to resolve the issue
• File missing tax/wage reports with the state
• Update tax rates/account IDs in Gusto
• Keep the clients informed of the progress
• Transfer Payroll and Accounting Software ownership to the clients
• Coordinate with Gusto/Accounting Software support teams to resolve issues during transfers
• Participate in team activities and meetings - share best practices
• Effectively communicate with members on a regular basis to understand their needs, address concerns, and ensure their requirements are met
• Update documentation as needed whether to improve the process or update any changes to filing procedures
• Serve as a resource for general payroll tax registration-related questions from internal and external clients
• Collaborate with cross-functional teams to streamline onboarding processes and ensure compliance with legal and regulatory requirements
• Assist with ad hoc requests