Asure Software · 6 days ago
Director of Client Operations - Tax
Santa Ana, CA
Full-time
Onsite
Director/Executive
$110K/yr - $120K/yr
10+ years expAsure Software is a leading provider of Human Capital Management solutions, empowering businesses to manage their human resources effectively. The Director of Client Operations - Tax will oversee tax operations and compliance, ensuring adherence to regulations while delivering exceptional support to clients and internal teams.
Human ResourcesSaaSSchedulingSoftware
Responsibilities
Lead and manage the Enterprise/Reseller Tax Support function, setting strategic goals and ensuring operational excellence
Build and scale a high-performing team, fostering a culture of accountability, collaboration, and continuous improvement
Serve as a key advisor to senior leadership on tax-related matters impacting the HCM/HRIS landscape
Ensure tax processes (e.g., payroll tax filings, unemployment tax, W-2 processing) are compliant with federal, state, and local regulations
Monitor legislative and regulatory developments and assess their impact on systems and operations
Collaborate with Legal, Risk, and Product teams to ensure tax compliance is embedded in product offerings and client deliverables
Oversee daily operations related to tax filings, amendments, payments, reconciliations, and year-end processing
Design and implement scalable processes and automation to support enterprise clients with complex tax needs
Manage relationships with third-party vendors, agencies, and partners as needed
Act as a key escalation point for complex client tax issues, ensuring timely resolution and communication
Provide thought leadership and technical tax expertise to internal teams including Customer Support, Sales, and Product Development
Develop and maintain knowledge content, tools, and training to support internal stakeholders and client education
Partner with Product and Engineering teams to guide tax-related system development and enhancements
Ensure accuracy and timeliness in tax configurations, updates, and system testing
Champion the integration of tax compliance automation and self-service tools for clients
Qualification
Required
Bachelor's degree in Accounting, Finance, Taxation, related field or equivalent work experience
10+ years of progressive experience in payroll tax or employment tax compliance, preferably in an HCM/HRIS or payroll service provider environment
5+ years of experience in a senior leadership role managing enterprise tax operations
Deep understanding of multi-state and federal payroll tax regulations and reporting
Proven ability to manage large, cross-functional teams and complex operational processes
Strong analytical, problem-solving, and decision-making skills
Excellent verbal and written communication skills, with an ability to translate complex tax concepts to diverse audiences
Preferred
CPA, CPP, or equivalent tax certification
Experience in SaaS, technology, or software product environments
Familiarity with tax integration in large-scale HCM/HRIS platforms
Knowledge of systems like Workday, ADP, UKG, Oracle HCM, or similar
Benefits
Medical, Dental, Vision, HSA, FSA- All effective on day 1!
Company paid Basic Life Insurance, A+D, Long-Term Disability, and Short-Term Disability
401K Program with 3% safe harbor contribution
Employee Stock Purchase Program
Fitness Reimbursement Program
Self-Managed PTO
Company
Asure Software
Asure Software offers human capital management solutions and HR services for businesses aiming for growth.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$92.25M2025-10-30Post Ipo Equity· $1.7M
2024-05-02Post Ipo Equity· $4.25M
2024-03-08Post Ipo Equity· $4.5M
Leadership Team
Pat Goepel
Chairman and Ceo
Patrick McKillop
Vice President Investor Relations
Recent News
2026-01-07
2025-11-07
Asure Operations
2025-10-31
Company data provided by crunchbase