Senior Compliance Services Representative

Department: Compliance Services

Location: Varies

Position Overview

The Senior Compliance Services Representative is responsible for delivering tax compliance services to large and complex clients as well as providing support to team members with client escalations and issue resolution. 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 Senior Compliance Services Representative acts as a collaborative and consultative partner.

Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

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 and Representatives 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 improvement and/or standardization opportunities; offers suggestions to build internal efficiencies and reduce risk and lead internal process improvement projects
• Foster continuous improvement efforts; offers ideas and feedback to generate new and innovative ideas for ongoing Company improvements and enhancements
• Develop re-usable documentation and training material; leads training sessions
• Work with clients and federal, state, or local jurisdictions to investigate complex issues and negotiate solutions
• 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 work experience
• 3+ years of client service related work experience
• Knowledge of Tax Information Reporting (1099), Affordable Care Act, 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
• Ability to lead and empower teams to achieve individual and operational goals
• Excellent interpersonal and professional communication skills
• Computer and internet skills to include Excel, Outlook and Word
• Essential Job Functions
• Interact effectively with teammates, colleagues and customers
• Comprehend and communicate complex concepts
• Concentrate, analyze and resolve complex problems
• Utilize technology (e.g. phone systems, computer hardware and software applications) to fulfill work requirements

Environmental Job Requirements and Working Conditions

· Primary office location – Varies

· 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

Company Background

Sovos was built to solve the complexities of the digital transformation of tax, with complete, connected offerings for tax determination, continuous transaction control compliance, tax reporting and more. The company supports more than 8,000 customers, including half of the Fortune 500, operating in over 70 countries. Its SaaS products and proprietary Sovos S1 Platform integrate with a wide variety of business applications and government compliance processes. Sovos has employees throughout North America, Latin America and Europe, and is owned by Hg and TA Associates. For more information visit www.sovos.com and follow us on LinkedIn and Twitter.