Senior Compliance Services Operations Representative

Sovos Compliance

$80K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in tax compliance or client services in complex environments.
  • Proficiency in tax information reporting, ACA, sales and use tax, and FATCA compliance.
  • Strong project management skills with experience managing multiple priorities at once.
  • Exceptional problem-solving abilities with a consultative approach to complex issues.
  • Experience mentoring junior staff to foster teamwork and collaboration.
  • Skilled in utilizing technology platforms for tax compliance services.
  • Understanding of data privacy protocols concerning personally identifiable information.

Responsibilities

  • Deliver comprehensive client services using various tax compliance software.
  • Ensure adherence to IRS regulations and client-specific procedures.
  • Identify and resolve client issues by coordinating with internal teams.
  • Guide and support Compliance Services Associates in building expertise.
  • Set and maintain goals aligned with client business outcomes.
  • Identify opportunities for process improvements and lead initiatives.
  • Develop training materials and facilitate sessions for team training.
  • Collaborate with clients and jurisdictions to investigate and negotiate complex tax issues.
  • Utilize AI tools to streamline workflows and enhance output quality.

Benefits

  • Flexible Time-Off to support work-life balance.
  • Comprehensive Health, Dental, and Vision benefits.
  • 401(k) plan with company match.
  • Bi-Weekly Meetings Free Days for improved productivity.
  • Structured Mentoring Programs to promote professional growth.
  • Recognized Training and Development programs to enhance skills.
  • Tuition Reimbursement and additional time off for volunteering and charitable contributions.
Full Job Description
The Work You'll Do:

Sovos is seeking a Senior Compliance Services Representative to deliver tax compliance services to large and complex clients. In this role, you will serve as a trusted resource and extension of clients' tax compliance environments, bringing expertise in data management, regulatory deadlines, and complex problem resolution. With a strong foundation in project management and client services, you will act as a collaborative and consultative partner to both clients and internal teams.

More specifically, you will:
• Deliver client services utilizing Sovos' Tax Information Reporting (1099), Affordable Care Act (ACA), Sales and Use Tax Reporting, Foreign Account Tax Compliance Act (FATCA), Unclaimed Property, and/or Certificate Management software
• Ensure compliance with applicable taxing authorities -- including the IRS and state and local governments -- and client-specified procedures by adhering to internal policies
• Identify, prioritize, and resolve client issues; coordinate with appropriate internal departments to provide timely responses and solutions
• Provide guidance and support to Compliance Services Associates and Representatives in building domain expertise and resolving client issues
• Maintain goals and key measures to ensure progress and alignment with desired business outcomes for clients
• Identify process improvement and standardization opportunities; offer suggestions to build internal efficiencies, reduce risk, and lead internal improvement initiatives
• Foster continuous improvement efforts; contribute ideas and feedback to generate innovative solutions for ongoing company enhancements
• Develop reusable documentation and training materials; facilitate training sessions
• Work with clients and federal, state, or local jurisdictions to investigate complex issues and negotiate solutions
• Leverage AI tools and automation to streamline day-to-day workflows and improve output quality; apply critical judgment to review, validate, and refine AI-generated content for accuracy, relevance, and alignment with Sovos standards

What We Need From You
• Experience delivering tax compliance or client services in a complex, deadline-driven environment
• Familiarity with tax information reporting, ACA, sales and use tax, FATCA, unclaimed property, or certificate management
• Strong project management skills with the ability to manage multiple client priorities simultaneously
• Excellent problem-solving skills and the ability to navigate complex client issues with a consultative approach
• Ability to mentor and support junior team members, fostering a collaborative team environment
• Proficiency with technology platforms, including software applications relevant to tax compliance services
• Commitment to data privacy and confidentiality; understanding of protocols around personally identifiable information (PII)
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire

What Does Sovos Offer You?

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!
• Flexible Time-Off
• Comprehensive Health, Dental and Vision benefits
• 401(k) with employee sponsored match
• Bi-Weekly Meeting Free Days
• Mentoring Programs
• Globally recognized Training and Development programs
• Tuition Reimbursement, Time off to Volunteer, Charitable Giving Match, and more!

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