PJ10 - Project Manager

Omaha, NEKelly Services eAccounts


Contract Tax Administration Associate needed in Omaha, NE

Length of Contract: 5 months

Pay: $18/hr-$21/hr

Additional responsibilities include:

  • Assists with customer service calls and handles the reporting of customer’s tax inquiries related to group disability insurance policies. 
  • Research and respond to questions related to tax documents, evaluate accuracy of documents, and process corrections as needed. 
  • Completes tax calculations for tax reportable events and may perform SSN updates as required in accordance with established procedures and guidelines in a timely manner meeting departmental quality/production standards
  • Completes applicable tax reporting on any taxable event for his/her assigned area(s) of Group Protection responsibility.
  • Completes research and resolves tax calculation issues for his/her assigned area(s) in accordance with established procedures and guidelines.
  • Communicates effectively with applicable internal/ external stakeholders while maintaining a professional demeanor in all interactions.
  • Escalates issues/concerns to more senior team members and/or management.
  • Researches, evaluates, corrects and processes corrections to tax documents (e.g. W-2, 1099) for Group policyholder, individual members and Brokers in accordance with established procedures and guidelines. 
  • Develops relationships & collaborates with a network of internal partners to deliver issue resolution.
  • Understands customer needs, prioritizes duties & adheres to regulatory/compliance requirements.
  • Leverages knowledge of all Mainframe, applicable End User Computer tools, and Corporate Tax system at the policy &/or product level to identify & troubleshoot system issues & collaborates with Business & Technology Optimization and IT to reconcile.
  • Proactively reaches out to customers to assist & resolve issues before customer writes a complaint.
  • Receives, researches, responds to & resolves customer service tax issues related to group disability insurance products. 
  • Assists with annual mailing of required tax forms: obtains, analyzes & reconciles year-end data from various sources, evaluates variances, reviews production & mailing of tax documents in compliance with IRS regulations & deadlines
  • Maintains customer confidentiality while complying with privacy regulations.
  • Documents customer interactions in appropriate system(s).
  • Carries out duties in compliance with all state and federal regulations and guidelines.
  • Complies with all company and site policies and procedures.
  • Remains current in profession and industry trends.
  • Makes a positive contribution as demonstrated by: - Making suggestions for improvement - Learning new skills, procedures and processes
  • Performs other duties as required.

Qualifications:

  • EDUCATION AND EXPERIENCE
    • High School diploma or GED or minimum Associate degree in lieu of required experience. (Minimum Required)
    • 1 - 3+ Years Experience in a customer service position within the financial services industry that directly aligns with the specific responsibilities. (Required)
  • LANGUAGE SKILLS
    • Demonstrates strong written and verbal communication skills.
    • Ability to read, analyze and interpret internal documents such as policy and procedures and standard operating procedures.
  • MATHEMATICAL SKILLS 
    • Works with mathematical concepts such as addition, subtraction, multiplication, division, averages and/or variances.
  • REASONING ABILITY
    • Ability to evaluate information and the implications of a course of action or solution.
    • Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form.
    • Ability to solve problems and deal with a variety of concrete variables in situations where only limited standardization exists.
    • Define problems, collect data, establish facts and draw valid conclusions.
  • OTHER SKILLS AND ABILITIES
    • Ability to perform under stress in cases of emergency, critical or hazardous situations.
    • Ability to work with others in a team environment.
    • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
    • Proficiency with Microsoft Office Suite (Word, Excel, Access, Outlook).
    • Demonstrates ability to work in a fast-paced environment.
    • Finds common ground and can gain collaboration among management, colleagues and peers.
    • Demonstrates strong interpersonal skills with a collaborative style.
    • Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
    • Demonstrates solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers, etc.).
  • PHYSICAL DEMANDS
    • Must be able to lift up to 10 lbs
    • While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle & feel & talk, hear & see.
    • The employee is occasionally required to stand, walk & reach with hands & arms.
    • Employee must be able to work more than 40 hrs per week.

If you’re interested in this opportunity, please apply or email directly at [email protected] Or, if you have a question, feel free to direct message me using this link: https://flashrecruit.com/user/SarahMuraida