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Senior Financial Operations Representative
3 months ago
Build your future with Sovos.
If you're seeking a career where innovation meets impact, you've come to the right place. As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth while revolutionizing how businesses navigate the ever-changing regulatory landscape. At Sovos, we're dedicated to more than just solving compliance challenges – we're committed to making a positive and lasting difference in everything we do. Our teams operate on the modern edge of digital technology, working not only to solve complex business challenges but also to enrich our personal, professional, and local communities.
Our purpose-built systems provide the tools you need to thrive in a world where governments demand increased visibility, faster reporting and greater control over business processes. Excited about the possibilities? So are we
Don’t worry if you don't check all the boxes – apply anyway We're focused on hiring the right people, not just the "right" resume. It's not about what you've done elsewhere; it's all about what you're capable of doing here.
The Work You'll Do:
The Senior Compliance Services Representative (SRCSR) is responsible for providing Unclaimed Property services to large and complex clients. In this trusted role, the CSR handles tasks like data imports and reconciliation, manages regulatory deadlines, and resolves complex issues. With expertise in project management, client services, accounting, and reconciliation, the CSR serves as a collaborative and consultative partner.
Note: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job Responsibilities
- Dedicated lead on assigned accounts (30-35); ensure compliance with applicable state unclaimed property law and responsible for annual unclaimed property reporting.
- Additional Unclaimed Property responsibilities include managing extensions, reviewing penalty & interest waiver requests, supplemental filings and answering inquires made by State Unclaimed Property administrators.
- Maintain communication with clients and team members to manage expectations, ensure satisfaction, make sure deadlines are met, and lead change efforts.
- Lead client meetings and review minutes.
- Develop client timelines and schedules associated with project deliverables.
- Manage the flow of day-to-day tasks and questions
- Create and distribute reports to direct manager on process
- Deliver client services utilizing Unclaimed Property software
- Identify, prioritize, and resolve client issues; coordinate appropriate internal departments to provide timely response and solutions
- Maintain goals and key measures to ensure progress and alignment with desired business outcomes for clients
- Identify process improvement and/or standardization opportunities; offers suggestions to build internal efficiencies and reduce risk and lead internal process improvement projects
- Foster continuous improvement efforts; offers ideas and feedback to generate new and innovative ideas for ongoing Company improvements and enhancements
- Develop re-usable documentation and training material; leads training sessions
What we need from you:
- Bachelor’s degree or equivalent related work experience
- Minimum of 3-4 years of experience in a client support / services capacity
- Minimum of 3-4 years of experience in Unclaimed Property, regulatory filings and/or related experience in professional accounting firm.
- Excellent time management, decision making, and organizational skills
- Detail oriented and ability to work independently in a fast-paced environment
- Excellent interpersonal and professional communication skills
- Essential Job Functions
- Interact effectively with teammates, colleagues and customers
- Comprehend and communicate complex concepts
- Concentrate, analyze and resolve complex problems
- Utilize technology (e.g. phone systems, computer hardware and software applications) to fulfill work requirements
Company Background
Sovos was built to solve the complexities of the digital transformation of tax, with complete, connected offerings for tax determination, continuous transaction control compliance, tax reporting and more. The company supports more than 8,000 customers, including half of the Fortune 500, operating in over 70 countries. Its SaaS products and proprietary Sovos S1 Platform integrate with a wide variety of business applications and government compliance processes. Sovos has employees throughout North America, Latin America and Europe, and is owned by Hg and TA Associates. For more information visit www.sovos.com and follow us on LinkedIn and Twitter.
