Job Description
📋 Description Oversee end-to-end client case management across systems Support year-end tax form processing for US/Canada forms Primary client contact; lead calls and provide updates Use Salesforce, Smartsheet, Excel, and internal tools Troubleshoot production/data issues for accurate year-end delivery Support peak season demands Oct–Feb with extended hours 🎯 Requirements 5+ years in Client Services Advanced Customer Success metrics Experience with enterprise clients in regulated industries Payroll experience with US/Canada forms (W2, 1099, PR, T4 RL1) Tax year-end processing, data-heavy client services, billing & contract review Experience leading client trainings/presentations 🎁 Benefits Great compensation package and bonus plan Full medical, dental, vision, and 401K matching Fully remote environment Flexible time off incl. volunteer time off and holidays
