Service Operations Specialist IV (Fuel Tax)

Full-time, in-office role with partial remote flexibility from the Neenah/Appleton/Oshkosh area. Work hours are 8:00 AM – 4:30 PM.

About the role

The purpose of this position is to process fuel tax documentation accurately to calculate taxes due to the states on the client’s behalf. This role works directly with the Compliance Advisor and the client’s third-party vendors to process each document source, ensuring the client’s needs are met in an efficient and timely manner. The position is part of a team that processes paper and electronic fuel, mileage, and toll information for assigned accounts.

Responsibilities

• Process paper and electronic fuel, mileage, and toll documentation for an assigned block of accounts, considering each client’s specific vendors and service deviations.
• Ensure receipt and accurate entry of clients’ GPS, fuel, and toll data.
• Examine data received to ensure only relevant information is processed.
• Analyze data to determine if there are errors or discrepancies.
• Compare client equipment list to data received and identify missing units.
• Research discrepancies and correct client data when applicable, utilizing training, best practices, internal resources, and IFTA/IRP regulations.
• Prepare data in appropriate formats to be uploaded into internal systems.
• Review MPG’s and request missing mile and fuel data prior to closing the account.
• Identify and fix issues pertaining to incorrect data or issues which may prohibit accurate or on-time tax filings.
• Work with appropriate internal and external resources as applicable.
• Provide guidance and education specific to each account through daily communication and quarterly compliance reviews.
• Identify and communicate trends in data that can improve tax savings and/or minimize audit exposure for clients.
• Manage client specifications to ensure all work is processed accurately based on both regulations and client-specific business needs.
• Hold clients accountable to deadlines to ensure all work is processed on-time and taxes are filed within the appropriate filing period.
• Accurately process data for previous reporting periods so that late taxes and amendments can be accurately calculated.
• Maintain in-depth knowledge of IFTA, IRP, and mileage state regulations that pertain to processing fuel tax data and taxes.
• Enter credit memos when necessary.

Requirements

• 3+ years of professional services experience utilizing Excel.
• Post-secondary education in a business-related field preferred.
• In lieu of degree or experience, a combination of education and related office experience will be considered.

Skills

• Proficient in MS Office Suite with a heavy focus on Excel.
• Strong organizational, problem-solving, communication, and critical-thinking skills.
• Knowledge of local, state, and federal regulations pertaining to vehicle credentialing desirable.
• Ability to apply regulatory knowledge in a variety of situations.
• Independent and strong decision-making skills.
• Ability to deal with ambiguity.
• Desire to meet and exceed client expectations.
• Willingness to participate in background check/fingerprinting requirements at state or local authorities to obtain access as needed to fulfill services.

Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time.