named Tax Representative
The Named Tax Representative will assist with the establishment of required processes for supporting our tax filing service customers and the on-going support of an identified customer base.
Ultimate is ranked #1 on FORTUNE's "Best Places to Work in Technology" for 2017 and #7 for "100 Best Places to Work For" in 2017. Ultimate is also ranked #5 on the inaugural list of "100 Best Workplaces for Millennials," #5 on Fortune's "50 Best Workplaces for Diversity," and #8 on Forbes magazine's 2016 list of "Most Innovative Growth Companies."
Primary Responsibilities: (other duties may be assigned)
Through employing exception quality service and effective communications with our customers and internal business partners, the NTR will:
- Provide the day to day support for an identified group of UltiPro Tax Filing Service customers.
- Follow-up on Salesforce Cases for tax inquires through resolution.
- Maintain customer master data, including jurisdictional data. Ensure accurate data maintenance to avoid discrepancies that result in late payments and/or failure to file returns accurately.
- Handle customer escalations and provide Critical Care support as necessary.
- Works with customer to ensure required legal and Tax Filing Service forms are signed and filed with appropriate taxing authority.
- Handle or initiate customer escalations regarding tax issues.
- Works with the appropriate team members to timely address and resolve issues relating to tax inquiries, amendments, tax notices, reconciliation discrepancies, and quarter-end or year-end issues to avoid or minimize late penalties and interest changes.
- Conduct and/or participate in Client Conference Calls to address service issues, research, and resolve tax issues.
- Conduct training for new and existing client on procedures, processes, and systems.
- Create Salesforce Knowledge Articles to support the team.
- Maintain the Ultimate Software support methodology and best practices.
- Provide after-hours support and act as department liaison as needed.
- Builds and maintains strong peer relationships within the team and across the organization.
- 3-5 years United States multi-state and local payroll tax filing experience
- Must be able to manage customer base in organized, proactive and independent manner to meet all required time frames and commitments
- Expected to work overtime as required during any time sensitive job assignments possibly involving attendance on weekends
- Proficiency with Microsoft Office applications such as Word, and Excel
- Experience with the payroll tax filing service bureau
- Excellent customer service skills
- Strong oral and written communication skills
- Highly motivated and team oriented
- Ability to handle multiple tasks under tight deadlines
- Ultimate Software product knowledge preferred
- Experience with Canada tax filing a plus
Travel Requirement: None
This job description has been written to include the general nature of work performed. It is not designed to contain a comprehensive detailed inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
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