Hi, Future Homie!

At Homebase, you’ll join a team that’s bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team.

We’re not just building an app—we’re building unstoppable teams. So what do you say, are you in?

📍Your Impact Starts Here

We're building something new at Homebase: a dedicated Payroll Tax function within our Payroll Care Team focused on helping customers navigate payroll tax notices, filing questions, and account issues.

As a Payroll Tax Specialist, you'll help customers when payroll tax gets complicated. You'll investigate incoming tax notices, identify what happened, and resolve most issues independently using established processes and your growing expertise. For complex or higher-risk cases, you'll bring a clear recommendation and partner with senior teammates on the path forward.

You'll work directly with customers and closely with our Payroll Care and Payroll Operations teams. Along the way, you'll deepen your payroll tax expertise, strengthen our documentation, and help us spot recurring issues that can make our processes and product better.

You'll also use AI and automation to research issues faster, create clearer documentation, and make customer communication more effective, then measure the impact and share what works.

This is a role for someone ready to grow from learning the craft to owning it. You don't need to know every agency rule or every tax scenario. You do bring solid payroll tax fundamentals, strong attention to detail, sound judgment about when to escalate, and a drive to get better every day.

These are the key ways you’ll contribute and create impact in this role

Drive Tax Notice Resolution: Primary Focus

Review incoming payroll tax notices, investigate root cause, and determine the right next step using established processes and your own judgment.

Cross-reference notices against customer tax profiles, payroll history, and filing records to understand what caused the issue.

Resolve standard and moderately complex notice scenarios independently, and escalate novel, higher-risk, or high-dollar cases with a clear summary and recommendation.

Communicate clearly with customers about what we're investigating, what information we need, and what they can expect next.

Partner with Payroll Operations and other internal teammates to move tax issues to resolution and follow through on every open action.

Track open notices, customer communications, next steps, and resolution timelines accurately in our ticketing system.

Draft agency correspondence and penalty abatement requests, and maintain the documentation trail for each case.

Document what you learn and update templates and guidance so recurring cases are handled faster and more consistently.

Flag recurring issues and patterns to senior teammates so the broader team can investigate process or product improvements.

Drive Quarterly and Year-End Readiness

Help customers prepare for quarterly filings by explaining key steps, gathering missing information, and resolving common blockers before deadlines.

Review accounts for missing agency IDs, tax rates, TPA/POA information, and other common filing requirements.

Identify accounts that need additional attention and escalate potential risks to the appropriate teammate.

Support customers with quarter-end filing and variance questions.

Conduct year-end account reviews and flag missing or inconsistent information, such as owner or shareholder changes, that could affect payroll tax filings.

Maintain accurate customer and case documentation throughout quarterly and year-end cycles.

Deepen Your Registration and Compliance Knowledge

Build working knowledge of federal, state, and local payroll tax requirements through hands-on experience, training, and research.

Research agency requirements using approved, authoritative sources and internal resources.