Position Overview

The Compliance Services Representative is responsible for managing day-to-day client tax compliance needs. As a trusted resource and extension of our client’s tax compliance environment, this role performs tasks such as data imports and reconciliation, management of regulatory tax deadlines, and provides problem resolution to complex problems.

With a strong understanding of project management and experience in client services, accounting and reconciliation, the Services Representative will act as a collaborative and consultative partner.

Job Responsibilities

· Deliver client services utilizing Sovos’ Tax Information Reporting (1099), Affordable Care Act, Sales and Use Tax Reporting, FATCA, Unclaimed Property, and/or Certificate Management software

· Ensure compliance with applicable taxing authorities (IRS, State and Local Governments) and client-specified procedures by adhering to internal policies and procedures

· Identify, prioritize, and resolve client issues; coordinate appropriate internal departments to provide timely response and solutions

· Provide assistance to Compliance Services Associates in building domain expertise and resolving client issues

· Maintain goals and key measures to ensure progress and alignment with desired business outcomes for clients

· Identify process improvements and offer suggestions to build internal efficiencies and reduce risk and lead internal process improvement projects

· Foster continuous improvement efforts; offer ideas and feedback to generate new and innovative ideas for ongoing Company improvements and enhancements

· Assist management team in tracking team activities to ensure timely and accurate completion

· Ensures internal policies and procedures are adhered to based on established guidelines

· Support team members in their ongoing training and development by leading training sessions, creating training materials, and providing daily mentoring

· Perform other duties and special projects as assigned

 

Organizational Alignment

· Reports to Compliance Services Supervisor

· This position has no direct supervisory reports

 

Qualifications

· Bachelor’s degree or equivalent related work experience

· Minimum of 1-2 years of experience in a client support / services capacity

· Minimum of 1-2 years of experience in Tax Information Reporting (1099), Affordable Care Act Reporting, Sales and Use Tax Reporting, FATCA, Unclaimed Property, and/or Exemption Certificate Management

· Excellent time management, decision making, and organizational skills

· Detail oriented and ability to work independently in a fast-paced environment

· Excellent interpersonal and professional communication skills

· Essential Job Functions

o Interact effectively with teammates, colleagues and customers

o Comprehend and communicate complex concepts

o Concentrate, analyze and resolve complex problems

o Utilize technology (e.g. phone systems, computer hardware and software applications) to fulfill work requirements

 

Environmental Job Requirements and Working Conditions

· Primary office location – TBD

· Position requires

o minimal (less than 25%) travel required both domestic and international to Sovos locations and events

· Utilize technology (e.g., phone systems, computer hardware and software applications) to fulfill work requirements