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History Implementation Specialist

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Foundation Software

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Location:
United States , Strongsville

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Implementation History Specialist is a tax-trained professional who partners with the Implementation team to engage clients at the start of the relationship. This role is responsible for proactively collecting historical tax documentation, assessing prior filings, identifying potential risks or gaps, and setting clear expectations regarding tax compliance, remediation, and timelines. The specialist ensures that tax history review begins concurrently with onboarding, accelerating readiness and improving client experience while reducing downstream risk.

Job Responsibility:

  • Participate in kickoff/onboarding calls alongside the Onboarding and Implementation Specialist
  • Explain tax documentation requirements and historical review process
  • Set clear expectations regarding scope, timelines, and responsibilities
  • Serve as the tax subject-matter presence during initial engagement
  • Request and track receipt of all necessary and required historical tax documentation
  • Own customer correspondence until all documentation is received
  • Ensure completeness of documentation before moving into compliance phase
  • Align client expectations with internal tax team capacity and deadlines
  • Maintain proactive communication throughout onboarding process
  • Partner closely with the Implementation Specialists
  • Ensure smooth handoff with documented tax history summary
  • Adhere to all department and company standard operating procedures
  • Project a professional and positive image as a company representative by providing thorough assistance to associates and clients
  • Perform other duties as assigned

Requirements:

  • Proven ability to provide top-level support to customers and associates
  • Practical experience analyzing payroll reports and payroll tax filings
  • Strong verbal and written communication skills, with a focus on effective communication
  • High degree of accuracy and attention to detail
  • Proficient in Microsoft Office programs, including strong MS Excel skills, and ability to master other software applications as needed
  • Ability to work closely with internal departments and outside agencies
  • Excellent critical thinking skills
  • Superior organizational skills, comfortable multitasking and working both independently and effectively as a team member
  • 3+ years of experience in tax compliance or tax advisory
  • Strong understanding of federal and state tax filings

Nice to have:

  • Multi-State Payroll Tax knowledge preferred
  • Accounting/Business background or degree a plus
What we offer:
  • Medical, Dental, Vision, 401K, PTO, employee perks and more
  • medical, prescription, dental, vision, life insurance, LT disability, generous paid vacation, paid holidays, 401(k) with matching and tuition reimbursement
  • top-notch workout facility, fitness classes and free personal training, a game room complete with both video, table and traditional games, a full kitchen, and free coffee, soft drinks and snacks
  • tickets to Cleveland sporting events, wellness incentives, free membership to our local rec center and various employee-appreciation events throughout the year

Additional Information:

Job Posted:
March 19, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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