Sr Account Representative - Tax Services

Duties and Responsibilities:
• Provide high-touch care, education, and assistance to customers ensuring their satisfaction and resolving any issues or concerns they may have
• Provide communication updates to customers, internal partners, and leadership via phone, case notes, and/or written emails
• Research and respond to client inquiries via Salesforce through resolution
• Ensure customer profile data is properly maintained, including educating clients on required jurisdictional data to avoid discrepancies that result in late payments and/or failure to file returns accurately
• Address customer escalations regarding tax issues and provide critical care support as necessary
• Works with the appropriate team members to address and facilitate timely resolution to tax inquiries, including amendments, original filing and tax notices
• Engage with customers and internal partners who require Payment Services escalated or proactive support, addressing their specific needs and challenges
• Provide support to address reconciliation discrepancies in preparation of quarter-end and year-end filings
• Conduct and/or participate in client conference calls to address service issues, research, and resolve tax issues
• Conduct training for new and existing clients on procedures, processes, and systems
• Assist in the training and mentoring of others within the team
• Builds and maintains strong peer relationships within the team and across the organization
• Assist with other projects as assigned

Basic Qualifications:
• 3+ years' experience with either payroll, tax, tax compliance, and/or tax filing operations
• 3+ years of experience in a customer support role, with a focus on providing exceptional service and building strong customer relationships
• Proficient in working with multiple systems and/or case tools such as Salesforce, Zendesk, Jira, etc.
• Strong understanding of tax filing systems such as Master Tax
• Demonstrated experience performing payroll tax reconciliations and analysis

Preferred Qualifications:
• Strong understanding of UKG Pro
• Advanced analytical and strong problem-solving skills, with the ability to quickly assess complex situations and propose effective solutions
• Excellent communication skills, both verbal and written, with the ability to convey information clearly and concisely
• Proven ability to work in a fast-paced environment, handling multiple tasks and priorities simultaneously
• Collaborative mindset with the ability to work effectively with cross-functional teams
• Passion for customer satisfaction and a genuine desire to exceed customer expectations
• Strong customer service skills (e.g., setting and meeting expectations, care & empathy, follow-up, etc.)
• Proven time management strategies
• Bachelor's degree in business, Accounting
• FPC or CPP (Certified Payroll Professional) certification

Company Overview:

UKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry - because great organizations know their workforce is their competitive edge. Learn more at ukg.com.

Equal Opportunity Employer

UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.

View The EEO Know Your Rights poster

UKG participates in E-Verify. View the E-Verify posters here.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Disability Accommodation in the Application and Interview Process

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com.

The pay range for this position is $46,900 to $67,400, however, base pay offered may vary depending on skills, experience, job-related knowledge and location. This position is also eligible for a short-term incentive and a long-term incentive as part of total compensation. Information about UKG's comprehensive benefits can be reviewed on our careers site at https://www.ukg.com/about-us/careers/benefits

Client-provided location(s): Scottsdale, AZ

Job ID: ukg-SRACC016126

Employment Type: OTHER

Posted: 2025-11-25T18:40:19