The ideal candidate will be responsible for overseeing all tax-related decisions and activities in the organization. You will help us stay tax-compliant and up to date on new tax laws.
Job Description
Oversee and manage the daily administration of tax filing delivery for assigned legal entities including distributions of tax remittances according to tax jurisdiction guidelines. Manage client delivery across Tax filing Shared Services, directly and indirectly through team colleagues. Proactively manage client accounts to mitigate client escalations. Responsible for developing colleagues in both tax filing knowledge and client-facing delivery.
As Tax Filing Delivery Manager duties include, but are not limited to, the following:
• Responsible for overall client delivery and satisfaction in Tax Filing.
• Point of contact and responsible to support resolving client escalations with a sense of urgency and accuracy.
• Monitor and audit various tasks to identify trends and process improvement opportunities. Support implementation of process improvements.
• Development, review, and communication of RCA (Root Cause Analysis) completion and help downstream improvement efforts.
• Identify and lead process improvement efforts in tax filing processes.
• Work with other domains to (1) ensure client deliverables and (2) identify and lead efforts to improve processes affecting delivery.
• Respond to client communications and escalate when needed; Communicate complex issues to clients as needed
• Ensure timely, accurate responses are provided to clients and/or other teams.
• Ensure proper TFSS (Tax Filing Shared Services) representation and facilitation of client meetings. (Providing timely, accurate updates and education regarding tax filing processes and points of view).
• Support and provide timely research on compliance and regulatory issues. Facilitate issues requiring higher-level escalation.
• Ensure and support compilation, reporting, and analyzing of metrics. Use metrics to drive improvements and close process gaps.
• Resolves/Pushes open items to a resolution to align with the Tax Filing point of view.
• Educates & coaches associates and clients and provides subject matter expertise related to tax filing
• Liaison with Client and Payroll Client teams for items related to tax filing.
• Educate clients and provide subject matter expertise for payroll tax filing
• Mentor and coach colleagues, managing performance and accountability.
• Coordinate and/or provide needed training for new colleagues or processes
• Coordinate and actively support SOP development, training, and communication to the team and maintain updates
• Support and oversee delivery operations, including Tax Filing suppliers (as appropriate) to ensure accurate and timely delivery
• Approve checklists – work checklist queue
• Coordinate testing for updated interfaces as required
• Variance analysis control point when an issue needs escalation or analysis
• Review EFT setup to make sure all deposits are set up for EFT payment, where applicable.
• Monitor and communicate “Applied for” statuses for any agency registration issues
• Communicate penalty and interest reports to clients
• Support testing and implementation of new clients as needed
• Ability to problem solve and use tax knowledge and experience
Education and Experience
• High School Diploma required; related work experience required.
• Minimum of 5 years experience in payroll tax filing related field required
• Advanced understanding of payroll and tax and/or related subject matter required.
• Advanced understanding of regulatory and legislative guidelines required.
• Demonstrated strong verbal & written communication skills required
• 2+ years of client interaction and management required
• 3+ years of people management experience required
• Strong computer skills with current technical knowledge required
• 2+ years of Payroll Tax Filing Software experience required:
• Master Tax experience preferred
- ADP Smart Compliance experience desired
