Tax Filing Client Mgr

Senior Tax Filing Manager (Senior Consultant) 

Job Description 

Oversee and manage the client delivery of tax filing, directly and indirectly, through team colleagues and managers. This role is a member of senior leadership ensuring excellence in delivery across the entire Tax Filing organization.  Responsible for developing managers in people development, management, and tax filing expertise.  

As Tax Filing Senior Manager duties include, but are not limited to, the following: 

• Responsible for overall client delivery and satisfaction in Tax Filing. 

• Point of contact and responsibility to support resolving client escalations with a sense of urgency and accuracy. 

• Development, review, and communication of RCA (Root Cause Analysis) completion and help downstream improvement efforts. 

• Monitor and audit various tasks to identify trends and process improvement opportunities. 

• Identify and lead process improvement efforts in tax filing processes. 

• Work with other Alight domains to (1) ensure client deliverables (2) identify and lead efforts to improve processes affecting Alight delivery. 

• Communicate complex issues to clients as needed. 

• Ensure timely, accurate responses are provided to clients and/or other Alight teams.  

• Ensure proper TFSS (Tax Filing Shared Services) representation and facilitation of client meetings. (Providing timely, accurate updates and education regarding tax filing processes and point of views). 

• Support and provide timely research on compliance and regulatory issues. Facilitate issues requiring higher level escalation.  

• Ensure and support compilation, reporting, and analyzing of metrics. Use metrics to drive improvements and close process gaps. 

• Resolves/pushes open items to resolution to align with Tax Filing point of view. 

• Liaison with Client and Payroll Client teams to resolve items related to tax filing.  

• Educate clients and provide subject matter expertise for payroll tax filing. 

• Mentor and develop managers and colleagues, also managing performance and accountability. 

• Manage Tax Filing suppliers, as appropriate, to support accurate and timely delivery. 

• Support testing and implementation efforts as needed.  

• Coordinate and/or provide needed training for new colleagues or processes. 

• Coordinate and actively support SOP development, training, communication to team and maintain updates. 

Education and Experience 

• High School Diploma required; related work experienced required. 

• 7+  years experience in payroll tax filing and/or related field required. 

• Advanced understanding of payroll tax/payroll tax filing and/or related subject matter required. 

• Advanced understanding of payroll tax filing regulatory and legislative guidelines required. 

• Demonstrated strong verbal & written communication skills required. 

• 3+ years client interaction and management required. 

• 5+ years people management experience required. 

• 3+  years experience leading managers and/or team supervisors required. 

• Strong computer skills with current technical knowledge required. 

• 3+ years Payroll tax software experience required. 

• Master Tax experience highly preferred.  

• ADP Smart Compliance experience desired. 

• Medium level project management and process improvement experience highly desired.