About The Position

The Tax Regional Support Lead manages all filing activities associated with their assigned jurisdictions. This role ensures compliance with filing and payment deadlines, prepares annual and quarterly tax returns, and resolves tax issues by communicating with federal, state, and local agencies. The position requires coordination of documentation to clear tax issues, such as payments and filing confirmations, and involves initiating web payments and filing to various state agencies. The lead will create submissions of timely, accurate tax deposits and reports, assist in year-end processing and reporting, including W-2s, and coordinate with internal stakeholders regarding issues related to amendments, abatement requests, and missing payments/returns. Monthly jurisdiction scrubs and preparation are necessary to identify inaccurate customer data, and the lead will monitor agency status monthly to identify and rectify payment, credit, and filing issues. Researching issues identified through dashboards and weekly audits, as well as rejected filings/payments from quarterly, annuals, and W-2s, is also part of the role. The position requires flexible work schedules during quarter-end months to meet time-sensitive deadlines and involves completing other duties such as special projects, initiating rejection cases, regeneration of packets, and responding to items related to filing from the OSV tax email box. During non-filing periods, the lead will review the agency website to ensure accounts are in good standing and support notice resolution by assisting SR Specialists with complex cases and questions.

Requirements

  • Associate degree or equivalent
  • Fundamental Payroll Professional (FPC) or Certified Payroll Professional (CPP)
  • 5 -7 years of payroll tax knowledge and/or customer service
  • Prior 3-5 years of tax filing preferred
  • Advanced Proficiency in Microsoft Office
  • Ability to prioritize tasks

Responsibilities

  • Ensure compliance with filing and payment deadlines
  • Prepare annual and quarterly tax returns
  • Resolve tax issues by communicating with federal, state, and local agencies
  • Coordinate documentation to clear tax issues, such as payments and filing confirmations
  • Initiate web payments and filing to various state agencies
  • Create submission of timely, accurate tax deposits and reports
  • Assist in year-end processing and reporting, including W-2s
  • Coordinate with internal stakeholders regarding issues related to amendments, abatement requests, and missing payments/returns
  • Monthly jurisdiction scrub/prep to identify inaccurate customer data
  • Monitor agency status monthly to identify and rectify payment, credit, and filing issues
  • Research issues identified through dashboard and weekly audits
  • Research rejected filings/payments from quarterly, annuals, and W-2s
  • Research and determine root cause of the delinquency by reviewing internal tax reports, agency websites, and agency phone calls
  • Complete other duties such as special projects, initiating rejection cases, regeneration of packets, and responding to items related to filing from OSV tax email box
  • During non-filing periods, review the agency website to ensure accounts are in good standing, and support notice resolution by assisting SR Specialist with complex cases and questions

Benefits

  • Values-based culture
  • Upward mobility
  • Professional development opportunities

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

501-1,000 employees

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