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Client Services Project Manager

Roswell, GA 30076

Posted: 04/10/2019 Employment Type: Contract To Hire Job Category: Project Manager Job Number: 10867

Client Services Project Manager

The Client Services Project Manager  is a critical member our client' s Client and Practitioner (accountant) Services team and major contributor to their  success. This person will be responsible for post-sales activities to successfully on-board clients into  our client' s sales tax compliance outsourcing process. This person will accelerate sales by ensuring the client activation/on-boarding process delivers high-quality hand-offs to the practitioners for on-going success. 

Here' s what you' ll be doing:
  • Project management - developing and managing  client on-boarding plans to meet critical compliance deadlines
  • Matrix  managing  resource assignments to achieve tasks and deliver service on-time
  • Conducting client orientation sessions
  • Applying for and managing  sales tax registrations
  • Determining  and documenting client specific data and sales tax processing instructions
  • Configuring  tax data and workflow systems
  • Gathering requirements for custom reports
  • Preparing  tax calendar and return  catalog setup
  • Training practitioners/accountants to manage monthly compliance for new clients
  • Process Engineering efforts
  • Practitioner and client training
  • Tax Compliance Support Center (help desk)

Here' s what our ideal candidate has:
  • 4-5 years demonstrated project management experience and use of project tools
  • High proficiency in client management
  • Project management training and/or certification
  • A proven track record leading a related client service function encompassing client onboarding/activation and recurring monthly service delivery with high customer retention & satisfaction 
  • A grasp of business applications and technology systems in support of operational processes
  • Intermediate level skills with Excel, Access, and adobe (PDF Creator / Form Creator) 
  • Experience working with high volume data in a flat file format (.csv, .txt)
  • A Bachelor’ s degree with preference for finance or accounting 
  • 1-2 years’ sales  and use tax experience preferred but not required
  • Basic knowledge of accounting principles required
  • Ability to analyze/understand sales tax filing requirements 

Benefits: Our IT consultants enjoy a wide array of benefits including: medical, dental, 401K, life insurance  and more! 

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