55564patriot334567software868575745 Lead, Tax Resolution Specialist III resolves payroll tax notices and leads the Tax Resolution and Tax Settings teams. The role combines hands-on tax resolution work with team leadership responsibilities.
Responsibilities
This position supports the Tax Department in delivering accurate, compliant payroll tax services to Full Service customers while assisting the Tax Manager with the daily leadership and development of the Tax Resolution and Tax Settings teams. About 70% of this role is hands-on tax resolution work, and about 30% is team leadership.
Tax Resolution Specialist lll (70%)
Work the tax notice queue, researching each notice's root cause and communicating clear, accurate resolutions to customers.
Respond to inbound customer calls and emails about payroll tax issues.
Serve as a resource to the Tax Department and other departments on complex tax questions and customer interactions.
Become an expert in Patriot's internal payroll tax software and help the team use it effectively.
Use your payroll and tax knowledge to help the team support, improve, and build an innovative online payroll tax engine.
Lead by example for both the Tax Resolution Specialist and Tax Settings Specialist teams, setting the standard for output, quality, and customer care.
Take escalated customer calls and guide them to a professional, timely resolution.
Perform quality checks, including monitoring customer calls and reviewing work, and give team members constructive feedback that helps them improve.
Review team members' weekly check-ins, where they reflect on how their week went, what's going well, what's challenging, and what they need, and flag where additional support is needed.
Partner with the Tax Manager on team performance and productivity, identifying knowledge gaps and determining the right coaching, training, or support.
Qualification
Working knowledge of federalTech-savvyExcellent time managementThe ability to think conceptually
Required
3+ years of experience working in payroll or payroll tax, responding to customer inquiries and tax notices.
1+ years of experience handling customer escalations.
2+ years of experience in a leadership role within a customer support setting.
Working knowledge of federal, state, and local payroll tax procedures, including calculations, deposits, and filings in all 50 states.
A self-starter who takes initiative and can build processes where none exist yet.
Tech-savvy, with the ability to learn technical subjects and new software quickly.
Excellent time management, organizational, and prioritization skills, with the ability to balance individual output with leadership responsibilities throughout the day.
The ability to think conceptually, along with a high attention to detail.
Superior people and customer service skills, including verbal and written communication with all levels of employees and customers.
The ability to stay calm and professional with frustrated customers.
Self-motivated and able to work independently as well as in a team setting.
The ability to coach team members in an honest but tactful manner that helps them grow in their careers.