Team Leader, Transaction Tax Compliance

Why Ryan?

• Global Award-Winning Culture

• Flexible Work Environment

• Generous Paid Time Off

• World-Class Benefits and Compensation

• Rapid Growth Opportunities

• Company Sponsored Two-Way Transportation

• Exponential Career Growth

A highly motivated and ambitious individual able to give timely and accurate guidance, support, and training to the team members. Possessing excellent Communication, Project and People management skills and having the ability to work independently, with minimum supervision. Having proven ability to lead by example, consistently hit targets, improves best practices, and organizes time efficiently for self and Direct Reports. The Team Leader works with Team members, Consultants, Mangers, Directors and Principals in India and US to manage projects and performs verification, and reconciliation related to payment administration, tracking and logging notices, preparation of Sales & Use Tax Returns, Quality control methods and review work of self and of peers as part of managing the engagements successfully.

Duties and Responsibilities:

People:

• Create a positive team experience by driving proactive tasks for practice.
• Provides 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 TS performance and provide accurate feedback and performance recommendations.
• Drive ideas and suggestions received from team members and work with management towards implementation and results.
• Review and provides feedback and development plans to preparers on return preparation and ensure timely delivery of returns with 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.
• Collaborates with leadership in India and US to identify new opportunities and coordinates with team members on successful transitions
• Proactively communicates to the team on any updates.
• Analyze the team requirements for additional staff and participate in hiring process.
• Develops and motivates the team with continuous mentoring and provides counseling and career guidance.

Client:

• Responsible for maintaining and driving KPI's assigned to the team.
• Maintains 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 from stakeholders.
• Drive process and efficiency improvement efforts across the team.
• Performs quality assurance as required.
• Manages transitions of client(s) and business rules.
• Facilitates TCS client transitions, which includes monthly planning, oversight, scheduling staff resources, identification of internal process improvements, and quality assurance.
• Manages team needs (equipment, supplies, software, training, etc.).
• Manage team workload as it relates to case assignment and run rates based off experience, complexity, deadlines while working with US stakeholders to meet client service levels.
• Assists managers with preparation of presentations, deliverables and reports.
• Prepares, 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. advance Excel skills, technical knowledge with WA B&O, Ohio CAT, Food & Beverage, and jurisdiction changes, etc.).
• Oversee monthly assignment process and reports 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 process, operations and products/service lines. Understand client requirements and bring efficiency to ensure smooth flow of process.
• Drive process improvements, efficiency ideas suggested by team members to streamline the process.

Value:

• Mentor team in advance data manipulation, e-Filing, and compliance preparations.
• Reconcile sales tax returns to source data files.
• Responsible to review and audit TCS process documents (training material, document management process, quality management etc.).
• Attention to detail and ability to meet strict deadline is a must.
• Expertise in project and quality management.
• Effective communication and good organizing skills.
• Assists 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:

• Masters or bachelor’s degree in Finance/ Accounting/ Business.
• At least 6-9 years of relevant experience.
• Computer literate with working knowledge of Microsoft Office.
• Good communication skills and excellent writing skills are required.
• Review knowledge of Sales and Use Returns (Returns and filings).
• Advance knowledge of notice resolution.
• Client interaction will be additional benefit.
• Working knowledge of FilePoint or Vertex software.

Computer Skills:

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

Additional Skills:

• Troubleshoots and resolves issues with compliance, E-filing, data issues, as they arise.
• Maintain quality control methods to identify errors and improve accuracy. Perform quality check and ensure error tracking is executed at all levels.
• Prepares reports as per the requirements from supervisor.
• Prepares documentation and assists 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 hours are 7.00 AM to 4.00 PM, IST or 2.00 PM to 11.00 PM, IST. Shift change is anticipated depending on US work hours/time zone and business need.
• Candidate should be willing to work in any shift.
• A reasonable amount of overtime will be required during compliance filing.
• Standard indoor working environment.
• Position requires regular interaction with employees in India and US via e-mail and telephone.

Equal Opportunity Employer: disability/veteran