Analyze customer tax filing requirements needed for tax filing set-ups. Ensure required legal and Payment Services forms are signed and filed with the appropriate taxing authority. Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations, and reporting agent authorizations. Ensure that all customers' current period and prior period data is entered and balanced in the tax filing system (MasterTax) Assist with reconciliation of new client balances against documentation and preparation of correspondence to assist new clients with transition. Assist with analytical review of client tax variances, providing necessary support to drive accuracy and ensure timely delivery Assist with data gathering support as needed. Ability to manage tasks in an organized, proactive, and independent manner to meet all required time frames and commitments. Proficiency with Microsoft Office applications such as Word, Excel, and PowerPoint 3+ years related experience in client services, data management, or operations Education/Certification/License: * Bachelor's Degree in Business, Accounting, Finance or comparable education and experience. * Fundamental understanding of daily tools (Salesforce, MasterTax, MS Office, UKG Ready)
