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Tax Filing Client Manager - REMOTE

  • Location: Charlotte, 60069
  • Salary: $42 - $45.50 / hour
  • Job Type:Contract

Posted about 2 months ago

MATRIX has partnered with a premier client in finding a Tax Filing Client Manager that is 100% remote. This is a great opportunity to expand your career working with a well-known company. Are you Tax Filing Client Manager who is an expert at dealing with clients and driving conversations and escalations? Have you been a liaison with clients and payroll client teams for items such as coordination of amended returns for W-2Cs, questions on notices that need research from Payroll, Payroll schedule and calendar, and interface file submission?  Are you extremely collaborative and enjoy working with your teammates in a fast paced environment? Are you looking for your next long term career opportunity? This position may be for you!!! 
  • Must have 5+ years experience
  • Actions of filing payroll taxes and making payments
  • Interactions and working with clients - STRONG client servicing experience
  • dealing with reporting and responsive to client needs
  • Understanding workstream of taxes
  • 75% dealing with clients / 25% driving conversations and escalations (Procedural work will be done by other people)
  • Will not be managing other people / WILL be managing clients
  • Should understand payroll and Payroll tax software (any is okay)
  • MUST be able to deal with and manage the clients
  • Organization, communication, note taking, deal with and manage priorities and takeaways from meetings
  • Drive conversations
  • Handle escalations if arise
  • Will be supporting 5-10 clients
  • Must be responsiveness, diligence, tracking down clients
  • ADP software tool (Smart Compliance or Employment Tax Service (ETS)
  • MasterTax
  • Any Tax Filing Software

As a Tax Filing Client Manager duties include, but are not limited to, the following:
  • Manage all aspects of client interaction for tax filing workstream
  • Meeting facilitation
  • Point of escalation for any Tax Filing related client issues
  • Addresses escalations and works to resolve issues and prevent further escalation.
  • Resolves/Pushes open items to resolution in line with Tax Filing POV.
  • Responsible for overall client delivery and satisfaction in Tax Filing.
  • Educates & coaches associates and clients and provides subject matter expertise related to tax filing.
  • Liaison with various teams for items related to tax filing, compliance changes, etc
  • Coordinate testing for Deposit and Reconciliation processes for updated interfaces
  • Monitor and audit various tasks to identify trends and process improvement opportunities
  • Variance analysis control point when issue needs escalation or analysis
  • Communicate complex issues to clients as needed
  • Respond to direct inquiries from Client/Payroll teams – represent TFSS in meetings
  • Support and provide research on compliance and regulatory issues and escalates when needed
  • Monitor metrics and be responsible for identification of process or other issues and provide suggested resolution
  • Coordinate and/or provide needed training for new associates or processes
  • Work and support implementation of new clients
  • Onshore and Offshore - supporting / overseeing ongoing operations
  • Compile, report and analyze metrics
  • Advanced understanding of payroll and tax and/or related subject matter desired
  • Minimum of 5 years’ experience in payroll tax filing related field
  • Advanced understanding of regulatory and legislative guidelines desired.
  • Ability to work under tight deadlines managing multiple tasks
  • Excellent work ethic
  • Attention to detail
  • Strong verbal & written communication skills
  • Team player with ability to coordinate effort
  • Strong computer skills with current technical knowledge