Mgr. Tax Data Filing

Lead, coach, and develop a team responsible for tax filing, amendment processing, reconciliations, case management, and compliance support. Conduct regular one-on-ones, performance discussions, development planning, recognition, and skill-building interventions. Build leadership depth by mentoring team leads or senior specialists and creating clear ownership for production, quality, training, and escalations. Hire, onboard, manage performance, and support engagement and retention in alignment with UKG people practices. Operational Delivery and Controls Own daily, monthly, quarterly, and annual production readiness for tax filings and amendments, ensuring timely completion, accuracy, and complete documentation. Manage workload allocation, queue health, staffing coverage, turnaround time, case aging, productivity, quality, and SLA adherence. Implement quality controls and audit-ready documentation standards that support internal review, agency responses, and customer communication. Provide backup leadership coverage and support after-hours or peak-cycle needs when business-critical deadlines require it. Bachelor's degree in Accounting, Finance, Business, Commerce, Taxation, or a related field, or equivalent work experience. 12 to 15 years of overall experience in payroll tax, tax filing, tax amendments, tax research, compliance operations, payment services, shared services, or a related services environment. 5+ years of people-management experience, including coaching, performance management, team development, and handling leaders, team leads, or senior specialists where applicable. 10+ years of process, operational excellence, quality, controls, reporting, or service-delivery management experience in a deadline-driven environment. Strong understanding of U.S. payroll tax concepts, including federal, state, and local tax filing requirements, amendments, reconciliations, notices, and agency interactions. Experience managing operational metrics such as productivity, quality, SLA adherence, aging, turnaround time, customer escalations, and risk trends. Ability to lead through ambiguity, prioritize competing deadlines, and make sound decisions in compliance-sensitive and customer-impacting situations. Proficiency with Microsoft Office, especially Excel, Word, and PowerPoint; experience with case-management and payroll or tax filing platforms preferred. Payroll tax, payroll services, garnishment, financial operations, HCM, or managed-services experience supporting multi-state U.S. customers. Experience leading teams through quarter-end, year-end, amendment backlogs, transitions, new work launches, or process stabilization. Experience with root-cause analysis, continuous improvement, Lean/Six Sigma, automation enablement, or quality frameworks. CPP, FPC, Enrolled Agent, Certified Treasury Professional, or other relevant certification is a plus. Experience with UKG Pro, UKG Ready, MasterTax, Salesforce, agency portals, or similar payroll tax and case-management tools. Customer focus and service ownership Oversee amended return workflows, filing corrections, reconciliations, rejected filings, agency notices, tax variance analysis, and customer-impacting tax issues. Ensure issues are researched end to end, supported by clear evidence, and resolved with appropriate communication to customers, agencies, and internal partners. Guide teams through complex multi-jurisdiction scenarios involving federal, state, local, SUI, SIT, and related payroll tax requirements. Escalate high-risk service, compliance, or customer-impacting issues to senior leadership with facts, impact, recommended path, and ownership. Build strong relationships with internal partners across Payment Services, Tax Research, Product, Technology, Customer Support, and senior leadership. Represent the function in customer, agency, and internal escalation discussions when leadership judgment or service recovery is required. Communicate operational status, risks, trends, decisions, and action plans in a clear, concise, and data-backed manner. Drive high customer satisfaction by providing desired resolutions on the requests. Partner with peers to align processes, reduce handoff gaps, and improve consistency across Managed Services tax operations. Process Excellence, Reporting, and Transformation Generate and use operational metrics to manage performance, forecast capacity, identify risks, and provide leadership visibility. Identify recurring defects, root causes, training gaps, and automation opportunities that improve productivity, quality, and customer outcomes. Sponsor or support technology and process initiatives that simplify workflows, strengthen controls, and improve scalability. Maintain and improve SOPs, training content, knowledge articles, quality checklists, and reusable operating standards. Process improvement, reporting, governance, quality controls, and documentation 15% Operational discipline and control mindset Analytical thinking and root-cause problem solving Stakeholder and executive communication Measures of Success Sustained achievement of production, quality, SLA, and case-aging expectations. Accurate, timely, and well-documented filings, amendments, reconciliations, and escalations. Reduced repeat issues through root-cause analysis, process improvement, and knowledge management. Strong employee engagement, leadership readiness, and team capability development. Improved customer and stakeholder confidence through transparent communication and reliable issue resolution. Disclaimer This job description reflects the general nature of work performed and is not intended to include a comprehensive inventory of all duties, responsibilities, or qualifications required for the role. Management may revise responsibilities or assign different tasks as business needs change.