Tax Health Check Specialist

Toast is a technology company that assists restaurants and local businesses in succeeding in a digital environment. They are looking for a Tax Health Check Specialist who will act as a liaison between the tax operations team and customers, ensuring accurate and timely tax filings by resolving missing tax information and setting up state tax accounts.

Responsibilities

• Conduct customer-facing meetings to review and collect missing tax registration information required for filing
• Guide customers through the process of registering for state tax accounts they haven't yet established
• Follow up persistently and professionally with customers to obtain outstanding documentation and credentials
• Maintain accurate records of customer status, outstanding items, and resolved issues
• Coordinate internally with Tax Filing, Tax Amendment, and Onboarding teammates to communicate customer readiness and flag blockers
• Support broader Tax Operations processes as needed, including processing amendments, account audits, and case documentation
• Escalate complex tax registration issues to senior team members with clear context and documentation

Skills

• 1–2 years of experience in a customer-facing, operations, or administrative role
• Strong written and verbal communication skills — you'll be talking to stressed restaurant operators regularly
• Highly organized with strong follow-through; nothing falls through the cracks on your watch
• Comfortable working independently and managing a queue of open customer cases
• Basic familiarity with payroll taxes or willingness to learn quickly
• Detail-oriented — accuracy in this role directly impacts customers' ability to file their taxes correctly
• Prior experience with Salesforce or similar CRM tools is a plus
• Experience with state tax agency portals or payroll platforms is a plus

Benefits

• Cash compensation (overtime, bonus/commissions if eligible)
• Equity
• Benefits
• Flexibility to meet Toasters’ changing needs
• Hybrid work model that fosters in-person collaboration while valuing individual needs
• Reasonable accommodations for persons with disabilities to enable them to access the hiring process

Company Overview

Company H1B Sponsorship