Manager, Professional Tax Services

Summary

Join our team as the Manager of Professional Tax Services, leading and developing a team of payroll tax specialists. You will oversee timely and accurate tax processing for clients, ensuring compliance with all regulations. Responsibilities include client support, issue resolution, and fostering continuous improvement. You will also be responsible for training, onboarding, and identifying cross-selling opportunities. This role requires strong leadership, communication, and analytical skills, along with experience in client services and payroll tax. The position is remote.

Requirements

• Bachelor's degree in business administration, finance, or a related field or equivalent work experience
• Minimum of 4 years of experience in client services or account management roles, preferably within the payroll or HR services industry
• Proven track record of driving client satisfaction, retention, and growth
• Strong leadership skills with the ability to inspire and motivate a team
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal stakeholders
• Detail-oriented with strong analytical and problem-solving skills
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities

Responsibilities

• Oversee the quality processing of tax file submissions by the Professional Tax Services team, ensuring compliance with all regulatory requirements
• Ensure the successful and timely submission of filings and payments for assigned Tax Services clients to the best of your abilities
• Work with product management to ensure the correctness and quality of all Greenshades Tax Services documentation, including user guides and web content
• Be responsible for the correctness and quality of all Greenshades Tax Services documentation, including user guides and web content
• Stay up to date with payroll regulations and compliance requirements, ensuring that our services are in accordance with relevant laws and regulations
• Predict problems, spot trends
• Constantly monitor for problems on the horizon
• Work with customer service to get in front of issues that would turn into problems
• See product problems, frequent issues, constantly monitor the ticket flow each day
• Collaborate with internal teams, including Payroll Tax Specialists, Product & Implementations to ensure seamless service delivery, troubleshoot issues, and implement process improvements
• Oversee the utilization and optimization of payroll software, collaborating with the Development & Products teams to address any technical issues or software upgrades
• Handle complex payroll-related inquiries and escalations from clients, providing resolutions or liaising with internal teams for prompt assistance
• Perform other work as requested by your supervisor
• Lead and develop a high-performing team, providing training, coaching, guidance, and support as needed
• Monitor key performance indicators (KPIs) related to client satisfaction, renewal rates, and on-time delivery, and take corrective actions as needed

Preferred Qualifications

• Certified Payroll Professional certification
• Power BI experience
• Knowledge of payroll processing and tax compliance regulations

Benefits

This is a remote position