Tax Resolution Advocate

Job#: 3054863 Job Description Tax Resolution Advocate Location 100% Remote About the Role This is an amazing opportunity to use your payroll expertise to reshape our customer experience. You’ll showcase your passion for customer support by resolving tax notices while delivering a world-class customer experience. You'll act as a detective and problem-solver discovering payroll discrepancies, researching tax laws, and identifying the root cause of notices. You will be working closely with tax agencies as well as our cross-functional partner teams to reach the best outcomes for our customers and provide feedback on tools that streamline the resolution process and prevent similar issues in the future. This role is very hands‑on, with an emphasis on research and analysis, excellent communication skills, and first‑principles problem‑solving. A strong work ethic and ability to collaborate effectively with the team is critical for success. You must also possess and take pride in high attention to detail, organization, and task management, and be comfortable working in a fast‑paced, deadline and AI driven business environment. About the Team The Tax Resolution team is within the Payroll, Tax & Compliance Services (PTCS) organization and is at the core of providing services that give our customers peace of mind. Tax Resolution exists to ensure impeccable delivery of key customer needs. There are thousands of critical operational tasks that are completed for our customers accurately and on time, every time, in a proactive and scalable manner. We collaborate, help each other, and work cross‑functional in a positive environment. Day to Day Responsibilities Provide exceptional service to our customers. Interact professionally with our customers via email and/or phone, simplifying the tax notice experience for our customers. Research and resolve payroll tax notices on behalf of our customers with guidance from more experienced team members. Provide clear and concise case documentation. Collaborate with our Compliance, Engagement, and Tax Operations teams. Communicate with government agencies to represent Gusto and advocate for our customers, with guidance from the team. Manage your time effectively to meet set goals. Actively use current AI tools in workplace applications Handle a queue of tax notices daily, including updating cases as needed, informing customers of any changes, and seeking assistance from peers on escalated issues. Participate in team meetings and provide support to fellow TaxRes Advocates. Requirements 3-5 years of payroll experience, notice resolution experience is a plus. Ability to work collaboratively with cross‑functional teams. Ability to think globally, have experience and ability and desire to give input on current processes AI Fluency: Capable of using current AI tools and have a mindset to help create and shape new AI tool functionality. Proven track record of delivering an extremely high level of satisfaction across a customer base while also taking pride in driving operational efficiencies Capability to manage multiple priorities within a high‑volume, fast‑paced environment and adapt to shifting priorities daily. Commitment to personal high standards and a desire to contribute to team and company goals. Strong analytical and problem‑solving skills with guidance to resolve issues from complex variables. Team player who enjoys collaborating and contributing to team success. Excellent communication skills, both written and verbal, with the ability to simplify complex topics. Highly organized and proactive in improving processes. Dedicated to providing an exceptional customer experience during key moments in our customers' journey. Benefits Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on‑demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide. Equal Opportunity / Diversity Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. ADA Accommodations If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or View phone number on click.appcast.io. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered. Transparency UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems. Company Information © 2026 Everforth, Inc. All rights reserved. Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

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4400 Cox Road Suite 200 Glen Allen, Virginia 23060 #J-18808-Ljbffr Apex Systems