Tax Filing Senior Delivery Analyst

Role Description

Oversee daily administration of tax filings for assigned legal entities including distributions of tax remittances according to tax jurisdiction guidelines. Manage client delivery across Tax filing Shared Services and work to mitigate escalations. Respond to Client and Client Team inquiries.

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:
  • Coordination of amended returns for W-2Cs
  • Questions on notices that need research from Payroll
  • Payroll schedule and calendar
  • 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; escalate 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 using tax knowledge and experience

Qualifications

• High School Diploma and 4 years' experience in tax filing
• Demonstrated strong verbal & written communication skills required
• 3+ Years of Payroll Tax Filing experience
• 3+ 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

• Health coverage
• Wellbeing programs
• Paid leave (vacation, sick, parental)
• Retirement plans
• Learning opportunities
• And more