Manager, Professional Tax Services

Position Overview

The Manager of Professional Tax Services leads and develops a team of Professional Payroll

Tax specialists. Ensures timely & accurate tax processing for tax service clients. Ensures

timely and efficient client support and issue resolution and fosters a culture of continuous

improvement within the managed service team to enhance client satisfaction and

retention. Responsible for ensuring training, onboarding, best practices and knowledge

articles are in place. Identifies cross-selling and upselling opportunities as applicable.

Responsibilities

• Oversee the quality processing of tax file submissions by the Professional Tax Services team, ensuring compliance with all regulatory requirements
• Ensure the successful and timely submission of filings and payments for assigned Tax Services clients to the best of your abilities.
• Work with product management to ensure the correctness and quality of all Greenshades Tax Services documentation, including user guides and web content. o Be responsible for the correctness and quality of all Greenshades Tax Services documentation, including user guides and web content.
• Stay up to date with payroll regulations and compliance requirements, ensuring that our services are in accordance with relevant laws and regulations.
• Predict problems, spot trends
• Constantly monitor for problems on the horizon.
• Work with customer service to get in front of issues that would turn into problems
• See product problems, frequent issues, constantly monitor the ticket flow each day.
  
  

Strategic Responsibilities

• Collaborate with internal teams, including Payroll Tax Specialists, Product & Implementations to ensure seamless service delivery, troubleshoot issues, and implement process improvements.
• Oversee the utilization and optimization of payroll software, collaborating with the Development & Products teams to address any technical issues or software upgrades.
• Escalation Management. Handle complex payroll-related inquiries and escalations from clients, providing resolutions or liaising with internal teams for prompt assistance. Perform other work as requested by your supervisor
  
  

Supervisory Responsibilities

• Lead and develop a high-performing team, providing training, coaching, guidance, and support as needed
• Monitor key performance indicators (KPIs) related to client satisfaction, renewal rates, and on-time delivery, and take corrective actions as needed.
  
  

Qualifications

• Bachelor's degree in business administration, finance, or a related field or equivalent work experience
• Certified Payroll Professional certification strongly preferred
• Minimum of 4 years of experience in client services or account management roles, preferably within the payroll or HR services industry.
• Power BI experience preferred but not required
• Proven track record of driving client satisfaction, retention, and growth.
• Strong leadership skills with the ability to inspire and motivate a team
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal stakeholders.
• Detail-oriented with strong analytical and problem-solving skills
• Knowledge of payroll processing and tax compliance regulations preferred.
• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities
  
  

This is a remote position.

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