UKG · 7 hours ago
Account Manager - Tax Services
Alpharetta, GA
Full-time
Hybrid
Mid, Senior Level
$47K/yr - $67K/yr
3+ years expUKG is a leading Workforce Operating Platform that focuses on empowering organizations through workforce insights and AI. They are seeking a dynamic, customer-focused individual to support their Payment Services team, providing high-touch care and assistance to a dedicated account base of customers, ensuring satisfaction and resolving issues related to tax filing and compliance.
Bookkeeping and PayrollHuman ResourcesSoftware
Responsibilities
Provide high-touch care, education, and assistance to customers ensuring their satisfaction and resolving any issues or concerns they may have
Provide communication updates to customers, internal partners, and leadership via phone, case notes, and/or written emails
Research and respond to client inquiries via Salesforce through resolution
Ensure customer profile data is properly maintained, including educating clients on required jurisdictional data to avoid discrepancies that result in late payments and/or failure to file returns accurately
Address customer escalations regarding tax issues and provide critical care support as necessary
Works with the appropriate team members to address and facilitate timely resolution to tax inquiries, including amendments, original filing and tax notices
Engage with customers and internal partners who require Payment Services escalated or proactive support, addressing their specific needs and challenges
Provide support to address reconciliation discrepancies in preparation of quarter-end and year-end filings
Conduct and/or participate in client conference calls to address service issues, research, and resolve tax issues
Conduct training for new and existing clients on procedures, processes, and systems
Assist in the training and mentoring of others within the team
Builds and maintains strong peer relationships within the team and across the organization
Assist with other projects as assigned
Qualification
Required
3+ years' experience with either payroll, tax, tax compliance, and/or tax filing operations
3+ years of experience in a customer support role, with a focus on providing exceptional service and building strong customer relationships
Proficient in working with multiple systems and/or case tools such as Salesforce, Zendesk, Jira, etc
Strong understanding of tax filing systems such as Master Tax
Demonstrated experience performing payroll tax reconciliations and analysis
Preferred
Strong understanding of UKG Pro
Advanced analytical and strong problem-solving skills, with the ability to quickly assess complex situations and propose effective solutions
Excellent communication skills, both verbal and written, with the ability to convey information clearly and concisely
Proven ability to work in a fast-paced environment, handling multiple tasks and priorities simultaneously
Collaborative mindset with the ability to work effectively with cross-functional teams
Passion for customer satisfaction and a genuine desire to exceed customer expectations
Strong customer service skills (e.g., setting and meeting expectations, care & empathy, follow-up, etc.)
Proven time management strategies
Bachelor's degree in business, Accounting
FPC or CPP (Certified Payroll Professional) certification
Benefits
Short-term incentive
Long-term incentive
Comprehensive benefits
Company
UKG
UKG™delivers HCM, payroll, HR service delivery, and workforce management solutions. It is a sub-organization of Hellman & Friedman.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2007-03-23Acquired
Leadership Team
Jennifer Morgan
Chief Executive Officer
Jim Joudrey
EVP and CTO
Recent News
2026-01-19
2026-01-15
Company data provided by crunchbase