U.S. Payroll Specialist - CPA Firm

Role

Payroll Specialist The CPA Dude, a fast-growing tax firm serving high-net-worth individuals and businesses with complex tax profiles. In this role, you will be the backbone of our payroll operations, ensuring smooth client management, document handling, and supporting the full cycle payroll process. As a critical member of our team, you'll help deliver tax transformations with comprehensive care, embodying our mission to become the Nike of tax firms.

Responsibilities

1. Manage client payrollonboarding processes and maintain ongoing client relationships with a focus on client success
2. Review payroll tax filings to identify missing documents, flag discrepancies, and ensure completeness before submission
3. Prepare and file payrolls and handle e-filing requirements across various return types
4. Organize, label, and track client files for payroll onboarding with meticulous attention to detail
5. Create and roll forward workpapers, evaluating them for accuracy and improvement
6. Communicate directly with clients via email and phone calls to clarify information or request documents
7. Proactively engage with clients to maintain relationships and identify retention risks
8. Collaborate with bookkeepers, assistants, and tax preparers to gather necessary information
9. Manage calendars and roster, including scheduling meetings and follow-ups
10. Identify upsell opportunities within existing accounts, earning bonuses for successful identifications
11. Escalate issues appropriately to management when needed
12. Command presence with strong verbal and written communication skills
13. Respond to client inquiries within the same business day (our fast response culture)
14. Liaise between clients, contractors, and internal teams to ensure timely delivery of services

Results

1. Ensure high client satisfaction and retention through exceptional client service
2. Drive revenue growth through identifying and communicating upsell opportunities
3. Maintain accurate and complete client files for efficient tax preparation
4. Ensure timely filing of all client tax documents and extensions
5. Foster positive client relationships as a trusted advisor
6. Demonstrate a measurable impact on client retention rates
7. Successfully onboard new clients with a smooth transition process
8. Contribute to the firm's growth through process improvement and efficiency
9. Maintain a high level of client responsiveness (same day or within 24 hours)
10. Support our tax advisors in delivering comprehensive tax planning services

Requirements

1. 1-3 years of experience in U.S. payroll operations
2. Strong understanding of U.S. payroll structures
3. Experience with document management and preparation for payroll filings
4. Proficiency with Google Workspace (Docs, Sheets, Drive, Gmail, pivot tables, filters, formulas)
5. Experience with U.S. payroll softwares (ADP/Gusto/Paychex, etc)
6. Strong attention to detail and organizational skills
7. Excellent client-facing and call handling abilities - must be comfortable with video and phone calls
8. Critical thinking skills to determine what's missing or needs fixing
9. Research-first mindset – ability to leverage AI, internet tools, or tax guides before asking for help
10. Strong written and spoken English communication skills
11. Ability to work remotely with a high degree of autonomy
12. Killer project management and follow-up skills
13. Ability to adapt to new systems and technologies quickly
14. Comfortable working 10 AM to 6 PM CST normally (10 AM to 10 PM CST busy season hours)
15. Ability to manage multiple tasks and prioritize workload while maintaining calm
16 .A dedicated and secure workspace, free of distractions

Location
Remote position with dedicated and secure workspace required, free of distractions.

Compensation

Transparent compensation structure based on experience and performance

Get paid what you're worth - we reward based on performance, not billable hours

Bonus structure for identifying and closing upsell opportunities
Competitive salary with a clear growth path

$8-$12 USD per hour

Benefits

1. 100% remote work environment with the infrastructure to work from anywhere in the world
2. No BS corporate culture - we're modern, laid back, and straight to the point
3. Professional development opportunities and continuous learning
4. Collaborative team culture with awesome co-workers
5. Opportunity to grow with a fast-expanding firm
6. Digital-first approach with cutting-edge tax technology
7. Work alongside tax professionals focused on innovative tax strategies
8. Entrepreneurial environment that rewards initiative and fresh ideas

Core Values

1. Communication: Honest, kind candor with prompt responses. We value over-communication—more context is always better.
2. Ownership: Taking full responsibility for work and relationships. Deadlines are non-negotiable, and quality work is expected.
3. Work Smarter, Not Harder: Leveraging better technology, refining processes, and bringing fresh, creative thinking.

About Us

Our mission is to deliver tax transformations with comprehensive care by becoming the Nike of tax firms. The CPA Dude was created based on all the procedures that the founder didn't like about public accounting and made a firm based on output and not billable hours.

We are a modern, laid back, and straight-to-the-point tax firm. While our name is approachable, our work demands precision and expertise. We offer tax compliance but are truly focused on consulting with Tax Advisory Services (TAS).

We serve high-net-worth individuals and businesses with complex tax profiles, specializing in tax planning and structuring for real estate investors, business owners, content creators, day traders, tech professionals, and high-earning 1099 contractors. Our focus is on maximizing tax planning strategies that make the biggest impact, including:

We're not just a tax firm—we're a forward-thinking team that values autonomy, clear communication, constant improvement, and mutual respect. We give our clients the chance to showcase real tax savings when we file their returns.

Software You'll Use:

ADP - Payroll
TaxDome – CRM and secure client communication
QuickBooks Online – for coordinating with bookkeepers
Google Workspace – Docs, Sheets, Drive, Gmail (we don't use Microsoft Office)
Go High Level

Working Hours
NEGOTIABLE

Hiring Process


Email your resume, any introduction videos, and kick off email to : ----------

Prescreen interview (30 minutes)
Technical test (take-home)
Panel/culture interview (60 minutes)