General Purpose:

• 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.


• Meets revenue ...