Team Leader, Transaction Tax Compliance

Why Ryan?

• Flexible Work Environment

• Award-Winning Culture

• World-Class Benefits and Compensation

• Accelerated Career Path

• Community Outreach

• Mentorship Opportunities

• Wellness-Centric Benefits

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. Having a 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 performs verification, and reconciliation related to payment administration, tracking and logging notices, preparation of Tax Returns, Quality control methods, and review work of self and 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 the TCS training program for new and senior members. Identify knowledge gaps and design training to ensure knowledge transfer to pass the 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 the 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 the team members and evaluate the performance of individuals. Conduct individual feedback sessions and provide constructive recommendations during the performance appraisals. Keep the Assistant Manager and other groups informed.
• Collaborates with leadership in the 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 the hiring process.
• Develops and motivates the team with continuous mentoring and provides counseling and career guidance.

Client:

• Responsible for maintaining and driving KPIs 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 of 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 include 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 on experience, complexity, and deadlines while working with US stakeholders to meet client service levels.
• Assists managers with the preparation of presentations, deliverables, and reports.
• Prepares, reviews, and manages 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 the monthly assignment process and report staffing availability.
• Work closely with location leads and US stakeholders and manage new client transitions. Increase the transition percentage specified during the goals discussion.
• Review capacity planning for each team and work with US Directors and Managers to plan for transitions.
• Research and gain an understanding of client processes, operations, and products/service lines. Understand client requirements and bring efficiency to ensure a smooth flow of the process.
• Drive process improvements and efficiency ideas suggested by team members to streamline the process.

Value:

• Mentor team in advance 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.
• 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:

• Master’s or bachelor’s degree in finance/accounting/business.
• At least 4 years of motor fuel tax experience.
• Computer literate with working knowledge of Microsoft Office.
• Good communication skills and excellent writing skills are required.
• Advance 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, and Portable Document Format (PDF).
• Knowledge of Avalara and IGEN tax reporting software is a plus.

Additional Skills:

• Troubleshoots and resolves issues with compliance, E-filing, and 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.           
• Prepares reports as per the requirements of the supervisor.
• Prepares documentation and assists in the 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 zones and business needs.
• A reasonable amount of overtime will be required during compliance filing.
• The position requires regular interaction with employees in the US via e-mail and telephone.