Sr Tax Filing Delivery Manager

Key Responsibilities

As Tax Filing Senior Analyst duties include, but are not limited to, the following:

• First point of contact in Tax Filing for clients and client teams
• Liaison with Client and Payroll Client teams – for items including but not limited to – (1) coordination of amended returns for W-2Cs, (2) for questions on notices that need research from Payroll, (3) Payroll schedule and calendar, (4) interface file submission
• Facilitate client meetings
• Educate clients and provide subject matter expertise for payroll tax filing
• Mentor and support colleagues
• Manage Tax Filing suppliers, as appropriate, to support accurate and timely delivery.
• Approve checklists – work checklist queue
• Coordinate testing for updated interfaces
• Variance analysis control point when issue needs escalation or analysis
• Review EFT setup to make sure all deposits set up for EFT payment where possible
• Monitor and communicate “Applied for” statuses to the client.
• Communicate penalty and interest report to clients
• Respond timely to inquiries from Client/Payroll teams – represent TFSS in meetings Support and provide timely research on compliance and regulatory issues. Escalates when additional support is needed.
• Monitor metrics and be responsible for identification of process or other issues and provide suggested resolution to management
• Recognize need for process improvement and communicate to management; Support any process improvements/changes
• Coordinate and/or provide needed training for new associates or processes
• Respond to client communications and escalate to Operations Service Manager when needed
• Meet periodically with Operation Services Manager and report metrics and any delivery issues
• Support implementation of new clients
• Support and oversee delivery operations, including Tax Filing suppliers.
• Compile, report and analyze metrics
• Ability to problem solve and using tax knowledge and experience

Qualification & Requirements

Education and Experience

• High School Diploma and 3 years’ experience in tax filing
• Demonstrated strong verbal & written communication skills required
• 2+ Years of Payroll Tax Filing experience
• 2+ Years client interaction and management
• Proficient in Excel, i.e. pivot tables, vlook-ups, macro development, etc
• 2+ years’ experience with tax filing software required
• Master Tax experience highly preferred
• ADP Smart Compliance experience desired

Benefits

We offer programs and plans for a healthy mind, body, wallet and life because it’s important our benefits care for the whole person. Options include a variety of health coverage options, wellbeing and support programs, retirement, vacation and sick leave, maternity, paternity & adoption leave, continuing education and training as well as a number of voluntary benefit options.