Customer Tax Account Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the designated Specialist for assigned Canadian Payroll Tax clients, fostering and maintaining continuous customer relationships through regular communication.

• Oversee and address customer cases on a daily basis within set Service Level Agreements (SLAs), ensuring accurate documentation and prompt resolution.

• Handle payroll tax submissions and annual processes for T4, T4A, Releve 1 and 2, as well as any necessary amendments.

• Provide support to customers via telephone and facilitate customer calls as required.

• Address escalated cases from internal stakeholders.

• Collaborate with colleagues and customer team partners to fulfill customer requests and ensure consistent service delivery.

• Uphold accuracy and timeliness of SLAs, achieve quality and production scorecard objectives, and adhere to security measures to protect sensitive customer information.

⛳️ Requirements

• High School Diploma or equivalent.

• A minimum of 2 years of experience in Canadian payroll or payroll tax, involving research, problem-solving, and employee/customer assistance.

• Proven knowledge of Canadian multi-jurisdiction payroll tax, including CRA and Revenu Quebec remittances, CPP/QPP, EI, QPIP, as well as year-end T4, T4A, and Releve 1 & 2 procedures.

• Demonstrated capacity to handle multiple priorities effectively.

• Comfortable with phone-based customer interactions, including leading customer calls.

• Excellent written and verbal communication abilities.

• Proficient in Microsoft Office Suite, especially Outlook, Teams, and Excel, including pivot tables.

• Preferred: Experience with Workday Payroll or Workday Tax.

• Preferred: PCP (Payroll Compliance Professional) or PLP (Payroll Leadership Professional) certification from the National Payroll Institute.

• Preferred: Experience in an outsourcing or shared services setting.

• Preferred: Familiarity with Salesforce or similar case management systems.

• Preferred: Bilingual communication skills in French and English.

• Preferred: An Associate's degree or higher in Accounting, Business, or a related discipline.

🏝️ Benefits

• Values-driven culture.

• Opportunities for advancement.

• Professional development opportunities.