The company is hiring a Tax Consultant Team Lead to manage the successful delivery of Tax Account Management Services. This role will ensure employment tax filing and payment obligations are met in compliance with PEO requirements, federal, state and local regulations.
Requirements
- Analyze client tax accounts during the implementation process.
- Ensure employer tax accounts are accurately and timely integrated into PEO tax services.
- Collaborate with clients, tax authorities, and the company's Business partners to manage client tax accounts.
- Apply industry and product knowledge to implement, guide, and support client tax account set ups and changes in compliance with PEO requirements, tax regulations, company policies, and client expectations.
- Research and resolve employment tax filing discrepancies and respond to agency inquiries.
- Provide clients or designated agents with tax account support to resolve prior to services account discrepancies.
- Lead account management efforts to ensure accurate and timely employment tax filings and payments.
- Manage maintenance reports to proactively identify and resolve discrepancies prior to submission of tax returns.
- Provide internal and external clients with support and guidance on escalated employment tax matters.
- Monitor tax cases to ensure commitments, deadlines and service requirements are met.
- Assist with managing the day to day operations including quality assurance reporting and activities.
- Analyze results and provide recommendations to improve results.
- Partner with Manager to identify and develop training and development plans to address knowledge and performance gaps.
- Assist with training and mentoring of associates.
- Provide feedback and recommendation on associate performance.
- Manage tax projects as assigned.
- Complete and assist with tax rate protests, abatements, account reconciliations and audits.
- Use industry knowledge to identify required actions to resolve account discrepancies.
- Partner with internal processing groups to ensure system transaction meet agency mandates.
- Ensure client business changes are accurately applied to tax accounts in compliance with agency regulations.
- Keep up with changing employment tax laws and explain implications to clients.
- Identify and act on opportunities to reduce employment tax liabilities (i.e. voluntary contributions, tax credits, exemptions, etc.) as outlined in services.
- Calculate and communicate the impact of additional employment socialized costs, surcharges, and other added liability.
- Partner with agencies to ensure that tax accounts meet all employment tax obligations and remain in good standing.
- Actively participate in tax projects and special tasks as assigned.
- Communicate account IDs, rates, status and regulatory changes to internal and external clients as required.
- Provide third party administrators with tax account data and responses as outlined in service level agreements to ensure accurate and timely filings and support.
- Assist with identifying changes that drive efficiency for tax account management and enhance the client service experience.
Benefits
- Paid time off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
