Provides internal and external customer service and communication with timely research and preparation of amended payroll tax returns to ensure clients corrected federal state and local filings are filed accurately.
Communicates with clients regarding funds required to be paid late or refunded as a result of amended payroll tax returns and confirms fees when necessary.
Provides research and response to penalty issues to client and field personnel if applicable.
Applies judgment to determine the appropriate steps for resolving all issues.
Determines billing fees/revenue associated with preparation of returns to ensure standardized and consistent billing is achieved Identifies when a requested billing exception is appropriate and seeks input from managers on sensitive issues.