Tax Manager

About the role

The TotalSource Tax Operations team manages timely, accurate, and auditable tax filings in all Federal, State and Local jurisdictions, adhering to the PEO/CPEO service model. This role involves leading a team to support clients' tax needs and ensuring their tax accounts are compliant with regulatory agencies.

Responsibilities

• Lead and inspire a team to deliver exceptional quality service to clients on tax account management activities.
• Partner and maintain relationships, resources, and operational controls across the TotalSource Tax Operations organization to ensure the best client experience and achieve targeted performance standards.
• Manage associates responsible for achieving internal and external service and operational metrics.
• Drive associate engagement, retention, talent/career development, performance coaching, and appropriate programs to enhance the service experience and technical expertise.
• Monitor inbound calls, cases, service level agreements, ADP standard operating procedures, and client satisfaction to deliver the best client experience.
• Utilize call monitoring, dashboards, Net Promoter Score surveys, and additional channels to identify opportunities for coaching and process improvement.
• Devise risk mitigation through development and application of effective controls, communications, reporting, and checks & balances to reduce financial exposure and liability.
• Serve as point of escalation for items requiring additional support and oversight.
• Drive continuous process development, improvements, and refinement, including development of standards that drive excellence, measurable results, scale, and consistency.
• Ensure staff training is completed to capitalize on standardized processes and service standards.

Requirements

• At least 3 years of related experience in employment taxes.
• At least 1-3 years of people leadership experience required.
• Prior experience with payroll taxes and associate development.
• Excellent communication and interpersonal skills, with a track record of successful stakeholder engagement.
• Detailed oriented, highly organized, and possesses excellent time management skills.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field; CPA or equivalent certification is highly desirable.
• 3-5 years of people leadership experience preferred.
• Tax account management experience.
• Professional Employer Organization (PEO) structure and requirements knowledge.
• State Unemployment Insurance, State Income Tax, Local and special tax familiarity.
• Knowledge of employment tax regulations, regulatory compliance, accounting principles, and financial reporting.
• Proven leadership and resource management skills, with the ability to motivate and direct a high-performing team.
• Exceptional analytical, organizational, and problem-solving abilities.
• Adequate proficiency in Microsoft Excel, including the use of macros, pivot tables, complex functions, and data visualization tools.