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

Pluses

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

Qualifications

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