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Manager, Professional Tax Services

Greenshades
United States - Remote, United StatesRemotefull_timeVerifiedPosted 4 Sept 2025

About the role

Position Overview 
The Manager of Professional Tax Services leads and develops a team of Professional Payroll
Tax specialists. Ensures timely & accurate tax processing for tax service clients. Ensures 
timely and efficient client support and issue resolution and fosters a culture of continuous 
improvement within the managed service team to enhance client satisfaction and 
retention. Responsible for ensuring training, onboarding, best practices and knowledge 
articles are in place. Identifies cross-selling and upselling opportunities as applicable. 

Responsibilities
  • Oversee the quality processing of tax file submissions by the Professional Tax Services team, ensuring compliance with all regulatory requirements.
  • Ensure the successful and timely submission of filings and payments for assigned Tax Services clients to the best of your abilities. 
  • Work with product management to ensure the correctness and quality of all Greenshades Tax Services documentation, including user guides and web content. o Be responsible for the correctness and quality of all Greenshades Tax Services documentation, including user guides and web content. 
  • Stay up to date with payroll regulations and compliance requirements, ensuring that our services are in accordance with relevant laws and regulations. 
  • Predict problems, spot trends 
  • Constantly monitor for problems on the horizon. 
  • Work with customer service to get in front of issues that would turn into problems.
  • See product problems, frequent issues, constantly monitor the ticket flow each day. 
Strategic Responsibilities 
  • Collaborate with internal teams, including Payroll Tax Specialists, Product & Implementations to ensure seamless service delivery, troubleshoot issues, and implement process improvements. 
  • Oversee the utilization and optimization of payroll software, collaborating with the Development & Products teams to address any technical issues or software upgrades. 
  • Escalation Management. Handle complex payroll-related inquiries and escalations from clients, providing resolutions or liaising with internal teams for prompt assistance. Perform other work as requested by your supervisor.
Supervisory Responsibilities 
  • Lead and develop a high-performing team, providing training, coaching, guidance, and support as needed.
  • Monitor key performance indicators (KPIs) related to client satisfaction, renewal rates, and on-time delivery, and take corrective actions as needed. 
Qualifications 
  • Bachelor's degree in business administration, finance, or a related field or equivalent work experience
  • Certified Payroll Professional certification preferred 
  • Minimum of 4 years of experience in client services or account management roles, preferably within the payroll or HR services industry. 
  • Power BI experience preferred but not required
  • Proven track record of driving client satisfaction, retention, and growth. 
  • Strong leadership skills with the ability to inspire and motivate a team.
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal stakeholders. 
  • Detail-oriented with strong analytical and problem-solving skills.
  • Knowledge of payroll processing and tax compliance regulations preferred. 
  • Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities

This is a remote position.

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Company

Greenshades

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