Oversee and manage the daily administration of tax filing delivery for assigned legal entities, including distributions of tax remittances according to tax jurisdiction guidelines. Manage client delivery across Tax filing Shared Services, directly and indirectly through team colleagues. Proactively manage client accounts to mitigate client escalations.
Responsible for developing colleagues in both tax filing knowledge and client-facing delivery.
As Tax Filing Delivery Manager duties include, but are not limited to, the following: Responsible for overall client delivery and satisfaction in Tax Filing, specific to Canadian Clients
Point of contact and responsible for supporting the resolution of client escalations with a sense of urgency and accuracy.
Monitor and audit various tasks to identify trends and process improvement opportunities. Support the implementation of process improvements.
Development, review, and communication of RCA (Root Cause Analysis) completion and help downstream improvement efforts.
Identify and lead process improvement efforts in tax filing processes. Work with other domains to (1) ensure client deliverables, (2) identify and lead efforts to improve processes affecting delivery. Respond to client communications and escalate when needed; Communicate complex issues to clients as needed
Ensure timely, accurate responses are provided to clients and/or other 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 view). Support and provide timely research on compliance and regulatory issues. Facilitate issues requiring higher-level escalation. Ensure and support compilation, reporting, and analysis 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.
Educates & coaches associates and clients and provides subject matter expertise related to tax filing
Liaison with Client and Payroll Client teams for items related to tax filing.
Educate clients and provide subject matter expertise for payroll tax filing Mentor and coach colleagues, managing performance and accountability. Coordinate and/or provide needed training for new colleagues or processes. Coordinate and actively support SOP development, training, communication to the team and maintain updates
Support and oversee delivery operations, including Tax Filing suppliers (as appropriate) to ensure accurate and timely delivery Approve checklists – work checklist queue Coordinate testing for updated interfaces as requiredVariance analysis control point when issue needs escalation or analysisReview bank setup to make sure all.
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