1. Establish, Maintain, and extend knowledge of the Corporate TAA Managed Return Filing Service. Facilitates implementation of Corporate TAA Managed Return Filing Service into client corporations by developing and maintaining extensive knowledge of how Managed Return Filing Service is delivered.
2. Proactively engages sales, operations, development, and/or key client personnel for necessary requirements information.
3. Manage client’s monthly return filing services by acting as a liaison between the operations team and the clients.
4. Provide exceptional customer service that maintains or increase current customer satisfaction levels and increasing utilization of the software by working collaboratively and directly with customer and internal resources to deliver solutions that exceeds customer expectations and minimize customer impacts.
5. Function as a resource to assist with service support by identifying gaps/issues where current products do not meet client requirements.
6. Provides reporting and trend analysis on reported issues.
7. Performs other duties as requested by Manager Director.
Basic Function
Account Manager activities include learning the processes and tools currently established for onboarding a Sales Tax Compliance Service customer, suggesting changes to streamline the process and assisting the Operations Manager with distribution of the processes monitoring new customer implementations monitoring monthly returns processing monitoring notices generated by the state and local jurisdictions to be sure they are handled timely working with our offshore partner in the preparation of the returns, monitoring the monthly account balances for each of their assigned clients.
JOB QUALIFICATIONS & EXPERIENCE:
Education:
BSc/ BCA /BCom
Experience
Required:
6-10 years with Sales Tax Compliance Process.
Preferred or Good to Have:
Experience in handling clients, Tax Domain Knowledge
Soft Skills Required:
Able to communicate on issues/problems and coordinate with Product Management on day-to-day work. Able to mentor juniors and coordinate with the stakeholders
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