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US Tax Lead

4 weeks ago


Mandaluyong City, National Capital Region, Philippines Ryan Tax Services Philippines, Inc. Full time

Summary

A highly motivated and ambitious individual able to give timely and accurate guidance, support, and training to team members. Possesses excellent communication, project, and people management skills and has the ability to work independently with minimum supervision. Proven ability to lead by example, consistently hit targets, improve best practices, and organize time efficiently for self and direct reports. The Team Leader works with team members, consultants, managers, directors, and principals in the US to manage projects and perform verification and reconciliation related to payment administration, tracking and logging notices, preparation of Motor Fuel Tax Returns, quality control methods, and review work of self and peers as part of managing the engagements successfully.

People:

  • Create a positive team experience by driving proactive tasks for practice.
  • Provide guidance and/or instructions to team members by identifying knowledge gaps.
  • Participate in TCS training program for new and senior members. Identify knowledge gaps and design training to ensure knowledge transfer to pass Process Knowledge Test.
  • Review and coach preparers to reduce return preparation points to ensure quality work products.
  • Evaluate team members' performance and provide accurate feedback and performance recommendations.
  • Drive ideas and suggestions received from team members and work with management toward implementation and results.
  • Review and provide feedback and development plans to preparers on return preparation and ensure timely delivery of returns with the greatest accuracy.
  • Continue to define performance benchmarks for the individual and team.
  • Assist with resolving any technical-related questions that are raised by team members.
  • Coordinate the feedback with TS and evaluate the performance of individuals. Conduct individual feedback sessions and provide constructive recommendations during the performance appraisals. Keep Assistant Manager and other groups informed.
  • Collaborate with leadership in the US to identify new opportunities and coordinate with team members on successful transitions.
  • Proactively communicate to the team on any updates.
  • Analyze the team requirements for additional staff and participate in the hiring process.
  • Develop and motivate the team with continuous mentoring and provide counseling and career guidance.

Client:

  • Responsible for maintaining and driving KPIs assigned to the team.
  • Maintain regular and effective communication with US stakeholders on project deliverables.
  • Create reports and process metrics and prepare necessary project management tools as per the requirements of stakeholders.
  • Drive process and efficiency improvement efforts across the team.
  • Perform quality assurance as required.
  • Manage transitions of client(s) and business rules.
  • Facilitate TCS client transitions, which includes monthly planning, oversight, scheduling staff resources, identification of internal process improvements, and quality assurance.
  • Manage team needs (equipment, supplies, software, training, etc.).
  • Manage team workload as it relates to case assignment and run rates based on experience, complexity, and deadlines while working with US stakeholders to meet client service levels.
  • Assist managers with preparation of presentations, deliverables, and reports.
  • Prepare, review, and manage the processing of tax returns and notices.
  • Assist with resolving notices and assessments from taxing authorities.
  • Gain a reputation within the team for being a subject matter expert (i.e., advanced Excel skills, technical knowledge with jurisdiction changes, etc.).
  • Oversee monthly assignment process and report staffing availability.
  • Work closely with location leads and US stakeholders and manage new client transitions. Increase transitions percentage specified during goals discussion.
  • Review capacity planning for each team and work with US Directors and Managers to plan for transitions.
  • Research and gain understanding of client processes, operations, and products/service lines. Understand client requirements and bring efficiency to ensure smooth flow of process.
  • Drive process improvements and efficiency ideas suggested by team members to streamline the process.

Value:

  • Mentor team in advanced data manipulation, e-Filing, and compliance preparations.
  • Reconcile motor fuel tax returns to source data files.
  • Responsible for reviewing and auditing TCS process documents (training material, document management process, quality management, etc.).
  • Attention to detail and ability to meet strict deadlines is a must.
  • Expertise in project and quality management.
  • Effective communication and good organizing skills.
  • Assist with new client transition calls/meetings, etc.
  • Expertise in preparing and reporting weekly/monthly/quarterly and annual dashboards.
  • Review capacity reports from leads/staff and provide suggested resources/case assignments for monthly management reports.

Education and Experience:

  • Master's or bachelor's degree in Finance/ Accounting/ Business.
  • At least 4-9 years of relevant experience.
  • Computer literate with working knowledge of Microsoft Office.
  • Good communication skills and excellent writing skills are required.
  • Advanced knowledge of notice resolution.
  • Client interaction will be an additional benefit.

Computer Skills:

  • Exceptional skillset to manipulate data using Microsoft Excel and Portable Document Format (PDF) applications such as Adobe Acrobat, and basic knowledge of Microsoft Access.
  • Expertise in MS Excel, MS Word, Portable Document Format (PDF).

Additional Skills:

  • Troubleshoot and resolve issues with compliance, E-filing, data issues, as they arise.
  • Maintain quality control methods to identify errors and improve accuracy.
  • Perform quality checks and ensure error tracking is executed at all levels.
  • Prepare reports as per the requirements of the supervisor.
  • Prepare documentation and assist training of new hires.
  • Develop or refine necessary project management tools. Drive and maintain reports and assist leadership with process data as and when required.

Work Environment:

  • Current work schedule is 9 PM - 6 AM Manila Time. Shift change is anticipated depending on US work hours/time zone and business need.
  • A reasonable amount of overtime will be required during compliance filing.
  • Position requires regular interaction with employees in the US via e-mail and telephone.
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