Position Overview
Managed Payroll Tax Services Account Team Member is proactive & client-focused. This role is responsible for managing a portfolio of clients, ensuring accurate payroll processing, filing tax returns and making payments to governing agencies, amending returns, and reconciling payroll records. The successful candidate will help clients achieve their business goals, manage compliance with payroll regulations, and support cross-functional teams to resolve any issues. The role requires excellent communication skills, a keen eye for detail, and the ability to work under tight deadlines, especially during peak times.
Key Responsibilities
Payroll Processing & Client Support
- Ensure accurate and timely payroll processing for assigned clients.
- Serve as the primary point of contact for client payroll inquiries and support requests.
- Understand client business objectives and align payroll solutions to meet their needs.
Tax Filing
- Filing client taxes & making payments directly to government agencies
- Amending tax returns
- Reconciliation of payroll records
Issue Resolution & Cross-Functional Collaboration
- Identify and resolve payroll issues by working closely with cross-functional teams such as HR, Tax, and IT.
- Escalate complex issues appropriately while ensuring timely resolution for the client.
Client Relationship Management & Communication
- Proactively communicate with clients on payroll-related matters, compliance updates, and potential impacts on their business.
- Conduct regular check-ins with clients to ensure their satisfaction and identify areas for improvement.
Compliance & Regulatory Support
- Stay updated on changes in payroll regulations and compliance requirements.
- Guide clients on compliance matters and ensure payroll processes meet all relevant legal and regulatory standards.
Documentation & Reporting
- Maintain accurate and detailed documentation of all client interactions, issues, and resolutions.
- Provide clients with periodic reports on payroll performance and other relevant metrics.
Cross-Selling & Growth Opportunities
- Identify and recommend cross-selling opportunities that align with client needs and business goals.
- Collaborate with sales and product teams to provide clients with additional solutions to enhance their experience.
Hyper Care & Client Onboarding
- Support "hyper care" activities for newly onboarded clients or those with a temporary need for additional assistance
- Ensure smooth onboarding of new clients and provide dedicated support during peak periods or times of change.
Other duties as assigned.
Qualifications
Experience
- 2-5 years of experience in tax and payroll services
- Experience with managed payroll services, payroll compliance, and tax regulations is highly desirable.
- High School Diploma, GED, or Payroll Certification
Skills
- Strong understanding of payroll processes, systems, and regulations.
- Excellent communication and interpersonal skills with a customer-first approach.
- Problem-solving skills with the ability to collaborate effectively across teams.
- Proficiency in payroll software and systems
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Detail-oriented with strong organizational skills.
Work Location
This is a remote position
Travel
Willingness to travel up to 25%, especially during peak times.
