Tax Regional Support Lead

** This is a hybrid position and candidates must reside in the DFW area in order to go into the office during quarter ends.

Position Summary/Objective

The Tax Regional Support Filing Specialist manages all filing activities associated with their assigned jurisdictions.

Essential Functions/Duties/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
• Assists 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-2’s
• Research and determine root cause of the delinquency by reviewing internal tax reports, agency websites, and agency phone calls
• Requires Flexible Work schedules during quarter-end months to meet time-sensitive deadlines
• 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

Competencies

• Develop collaborative business relationships with internal and external customers
• Detail-oriented with good time management skills and accuracy
• Strong organizational skills with ability to multi-task and support multiple customers effectively
• Results-oriented; driven to achieve goals and objectives
• Self-sufficient management of workload with ability to meet tight deadlines
• Use tact and discretion in dealing with customer information
• Excellent critical thinking and problem-solving skills
• Identifies area for process improvement.
• Assertive
• Sense of Urgency
• Analytical skills

Supervisory Responsibility

This role has no supervisory responsibility

Qualifications and Experience

• 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