Tax Health Check Specialist
Toast is a technology company that assists restaurants and local businesses in succeeding in a digital environment. They are looking for a Tax Health Check Specialist who will act as a liaison between the tax operations team and customers, ensuring accurate and timely tax filings by resolving missing tax information and setting up state tax accounts.
Responsibilities
- Conduct customer-facing meetings to review and collect missing tax registration information required for filing
- Guide customers through the process of registering for state tax accounts they haven't yet established
- Follow up persistently and professionally with customers to obtain outstanding documentation and credentials
- Maintain accurate records of customer status, outstanding items, and resolved issues
- Coordinate internally with Tax Filing, Tax Amendment, and Onboarding teammates to communicate customer readiness and flag blockers
- Support broader Tax Operations processes as needed, including processing amendments, account audits, and case documentation
- Escalate complex tax registration issues to senior team members with clear context and documentation
Skills
- 1–2 years of experience in a customer-facing, operations, or administrative role
- Strong written and verbal communication skills — you'll be talking to stressed restaurant operators regularly
- Highly organized with strong follow-through; nothing falls through the cracks on your watch
- Comfortable working independently and managing a queue of open customer cases
- Basic familiarity with payroll taxes or willingness to learn quickly
- Detail-oriented — accuracy in this role directly impacts customers' ability to file their taxes correctly
- Prior experience with Salesforce or similar CRM tools is a plus
- Experience with state tax agency portals or payroll platforms is a plus
Benefits
- Cash compensation (overtime, bonus/commissions if eligible)
- Equity
- Benefits
- Flexibility to meet Toasters’ changing needs
- Hybrid work model that fosters in-person collaboration while valuing individual needs
- Reasonable accommodations for persons with disabilities to enable them to access the hiring process
Company Overview
Company H1B Sponsorship