Tax Services Representative

Job Summary

To enhance customer relationships and drive commercial growth, the full-time Advanced Tax Services Representative will manage client tax initiatives, conduct health assessments, and deliver training on tax filing responsibilities while focusing on customer satisfaction and retention.

Key responsibilities

• Drive customer satisfaction by creating tailored tax initiatives and providing training on payroll tax processes
• Conduct health assessments of clients' tax profiles and develop remediation plans for controllable issues
• Act as a point of contact for customer escalations, improving service delivery and overall client experience

Required qualifications

• Bachelor's degree plus three to five years of related experience, or a Master's degree plus three or more years of experience, or equivalent education and experience
• Strong relationship management and project management expertise
• In-depth understanding of payroll tax filing processes and Dayforce products
• Excellent communication and leadership skills with the ability to influence internal partners
• Proven negotiation and consultative skills