Data Operations Representative III
2 weeks ago
Accurately update client tax rates and frequencies in appropriate database, including collection of SUTA rates via exchange program.
Complete assigned project tasks and cases related to data changes.
Maintain and update Salesforce cases promptly, addressing concerns and maintaining effective communication with clients and partners.
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.
Partner with Support and internal teams to update and maintain core customer profile data for existing customers.
Ensure that all customers current period and prior period data is entered and balanced in the tax filing system (MasterTax)
Accurately and timely capture customer tax-ids, deposit frequencies, and employer specific tax rates with sufficient documentation to enable UKG to defend its actions with third parties without further contact from customers.
Review of client tax amendment requests to confirm accuracy and comprehensiveness
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.
Required Qualifications:
Ability to manage tasks in an organized, proactive, and independent manner to meet all required time frames and commitments.
Strong oral and written communication skills
Excellent customer service skills
Proficiency with Microsoft Office applications such as Word, Excel, and PowerPoint
Proven case management, auditing, and workflow experience
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)
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