Insurance Office of America · 2 days ago
Tax and Operations Support Specialist
Ocala, FL
Full-time
Hybrid
Entry, Mid Level
$23/hr - $29/hr
2+ years expInsurance Office of America is seeking a Tax & Operations Support Specialist responsible for managing the Workers’ Compensation Pay-As-You-Go reporting program and supporting the Tax Department. The role requires a detail-oriented professional to ensure data accuracy, contribute to process improvements, and deliver exceptional client service.
Insurance
Responsibilities
Deliver outstanding service by proactively anticipating client needs, maintaining professional communication, and responding promptly to inquiries
Oversee PAYGO setup, reporting, and renewals, ensuring accurate net rate calculations and timely carrier submissions
Partner with IOA Producers, Sales, and internal teams to resolve WC issues and maintain accurate policy data
Collaborate with Software Development and Reporting teams to streamline WC file feeds and reporting processes
Review new client setups for accuracy, including tax codes, account formats, and payroll schedules
Balance and verify conversion data against source documents such as tax returns and payroll records
Manage daily tax deposits and ensure proper handling of conversion payrolls within MasterTax
Assist with tax registrations, notice resolution, and quarterly/annual reporting including W-2s and amendments
Ensure accurate setup and timely submission of 401(k) reports to plan administrators, including off-cycle payrolls
Identify and communicate opportunities to enhance operational efficiency and data accuracy
Work closely with Implementation, Payroll, and HRIS teams to support cross-functional initiatives
Participate in internal and external training to maintain technical competence and industry knowledge
Act as a backup for teammates and contribute to overall team service excellence
Build and maintain productive relationships with clients, sales partners, and internal stakeholders
Continuously improve professional skills by actively participating in internal and external development opportunities
Demonstrate integrity and leadership
Qualification
Required
2 to 5 years of Payroll Service Bureau experience
2 to 5 years of Payroll Tax and/or Workers' Compensation knowledge
High degree of Excel skills, including functions, formulas, pivot tables, and V-lookups
Ability to work independently and in a team environment, and to multi-task, meet deadlines, and adapt to changing priorities
Experience working with Sales teams and clients to gather and analyze information
Excellent written and verbal communication skills
Strong analytical, organizational and data validation skills
High School Diploma (or equivalent)
Preferred
Accounting background
Experience with MasterTax or similar tax software
Benefits
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Leadership Team
Dennis Robinson
Sr. Vice President / Partner
Heath Ritenour
Chairman of the Board
Recent News
FinTech Global
2025-10-07
GlobeNewswire
2025-06-09
Company data provided by crunchbase