Principal Compliance Services Representative

Sovos Compliance

2d

About The Position

The Principal Compliance Services Representative is responsible for delivering tax compliance services to marquee clients as well as providing support to team members with client escalations and issue resolution. As a trusted resource and extension of our client’s tax compliance environment, this role performs tasks such as data imports and reconciliation, management of regulatory tax deadlines, and provides problem resolution to complex problems. With a strong understanding of project management and experience in client services, accounting and reconciliation, the Principal Compliance Services Representative acts as a collaborative and consultative partner.

More specifically, you will:

• Deliver client services utilizing Sovos’ Tax Information Reporting (1099), Affordable Care Act, Sales and Use Tax Reporting, FATCA, Unclaimed Property, and/or Certificate Management software for large and complex clients with unique requirements

• Ensure compliance with applicable taxing authorities (IRS, State and Local Governments) and client-specified procedures by adhering to internal policies and procedures

• Identify process improvement and/or standardization opportunities; offer suggestions to build internal efficiencies and reduce risk and lead internal process improvement projects

• Provide assistance to Compliance Services Associates, Representatives, and Senior Representatives in building domain expertise and resolving client issues; serve as subject-matter expert

• Maintain goals and key measures to ensure progress and alignment with desired business outcomes for clients

• Develop reusable documentation and training materials; lead training sessions

• Foster continuous improvement efforts; offer ideas and feedback to generate new and innovative ideas for ongoing Company improvements and enhancements

• Work with clients and federal, state, or local jurisdictions to investigate complex issues and negotiate solutions

• Perform other duties and special projects as assigned

Requirements

• Bachelor’s degree or equivalent work experience
• 3+ years of client service-related work experience
• Knowledge of Tax Information Reporting (1099), Affordable Care Act, Sales and Use Tax Reporting, FATCA, Unclaimed Property, and/or Exemption Certificate Management
• Excellent time management, decision-making, and organizational skills
• Detail-oriented with the ability to work independently in a fast-paced environment
• Ability to lead and empower teams to achieve individual and operational goals
• Excellent interpersonal and professional communication skills
• Computer and internet skills including Excel, Outlook, and Word
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire

Responsibilities

• Deliver client services utilizing Sovos’ Tax Information Reporting (1099), Affordable Care Act, Sales and Use Tax Reporting, FATCA, Unclaimed Property, and/or Certificate Management software for large and complex clients with unique requirements
• Ensure compliance with applicable taxing authorities (IRS, State and Local Governments) and client-specified procedures by adhering to internal policies and procedures
• Identify process improvement and/or standardization opportunities; offer suggestions to build internal efficiencies and reduce risk and lead internal process improvement projects
• Provide assistance to Compliance Services Associates, Representatives, and Senior Representatives in building domain expertise and resolving client issues; serve as subject-matter expert
• Maintain goals and key measures to ensure progress and alignment with desired business outcomes for clients
• Develop reusable documentation and training materials; lead training sessions
• Foster continuous improvement efforts; offer ideas and feedback to generate new and innovative ideas for ongoing Company improvements and enhancements
• Work with clients and federal, state, or local jurisdictions to investigate complex issues and negotiate solutions
• Perform other duties and special projects as assigned

Benefits

• Flexible Time-Off
• Comprehensive Health, Dental and Vision benefits
• 401(k) with employee sponsored match
• Bi-Weekly Meeting Free Days
• Mentoring Programs
• Globally recognized Training and Development programs
• Tuition Reimbursement, Time off to Volunteer, Charitable Giving Match, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level