Eric House Email & Phone Number

Conroe, Tx, Us

As the senior leader, I ensure excellence in delivery for the entire Tax Filing organization. Oversee and manage the client delivery of tax filing, directly and indirectly, through colleagues and managers.Responsibilities-Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings.-Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement efforts and drive positive outcomes. Your responsibilities will also include developing, reviewing, and communicating completion of Root Cause Analysis (RCA).-Seeking a candidate with excellent communication and team facilitation skills to engage with clients and internal departments. The role involves ensuring successful client delivery and effectively communicating complex issues to clients.-Supporting and providing timely research on compliance and regulatory issues. Facilitate issues requiring higher level escalation.-Ensuring and supporting compilation, reporting, and analyzing of metrics. Ability to utilize metrics to drive improvements and close process gaps.-Resolving and facilitating open items to resolution ensuring alignment with Tax Filing point of view.-Educating clients and providing subject matter expertise for payroll tax filing.-Mentoring and developing managers and colleagues, to include performance and accountability.-Managing Tax Filing suppliers, as appropriate, to support accurate and timely delivery.-Coordinating and/or providing needed training for new colleagues or processes. Coordinate and support SOP development, training, and communication to team.

United States

Client manager, overseeing daily administration of tax filings for multiple clients. Respond to Client and Client Team inquiries and escalations regarding tax filings and deposits. Support Tax Filing Analysts and Delivery Leads.ResponsibilitiesAs a Tax Filing Client Manager duties include, but are not limited to, the following:Second point of escalation for any Tax Filing related client issuesAddresses escalations and works to resolve issues and prevent further escalation.Resolves/Pushes open items to resolution in line with Tax Filing POV.Responsible for overall client delivery and satisfaction in Tax Filing.Educates & coaches associates and clients and provides subject matter expertise related to tax filing.Liaison with various teams for items related to tax filing, compliance changes, etcCoordinate testing for Deposit and Reconciliation processes for updated interfacesMonitor and audit various tasks to identify trends and process improvement opportunitiesVariance analysis control point when issue needs escalation or analysisCommunicate complex issues to clients as neededRespond to direct inquiries from Client/Payroll teams – represent TFSS in meetingsSupport and provide research on compliance and regulatory issues and escalates when neededMonitor metrics and be responsible for identification of process or other issues and provide suggested resolutionCoordinate and/or provide needed training for new associates or processesWork and support implementation of new clientsOnshore and Offshore - supporting / overseeing ongoing operationsCompile, report and analyze metrics

The Woodland, Tx

First point of escalation for any Deposit and Reconciliation or client issuesProcess lead focused on deposit and reconciliation processesEducates associates and clients and provides subject matter expertise for deposit and reconciliation processesLiaison with Payroll Client teams - for items including but not limited to – (1) coordination of amended returns for W-2Cs, (2) for questions on notices that need research from Payroll, (3) Payroll schedule and calendar, (4) interface file submissionApprove PTS and Deposit checklists – work checklist queueCoordinate testing for Deposit and Reconciliation processes for updated interfacesWeekly review of Maestro tasks for agency notices and needed communication/meetings with Client teams or ClientsVariance analysis control point when issue needs escalation or analysisReview EFT setup to make sure all deposits set up for EFT payment where possibleMonitor “Applied for” statuses for any agency registration issuesCommunicate penalty and interest report to payroll client teamsRespond to direct inquiries from Client/Payroll teams – represent TFSS in meetingsSupport and provide research on compliance and regulatory issues and escalates when neededMonitor metrics and be responsible for identification of process or other issues and provide suggested resolution to managementRecognize need for process improvement and communicate to managementCoordinate and/or provide needed training for new associates or processesRespond to client communications and escalate to OSM when neededMeet periodically with Operation Services Manager and report metrics and any ongoing issuesWork and support implementation of new clientsOnshore and Offshore - supporting / overseeing ongoing operationsCompile, report and analyze metrics

Houston, Texas Area

Responsible for accurate and timely preparation and filing of all Quarterly and Annual payrollrelated tax returns including but not limited to Federal 941 and 940, State Withholding, StateUnemployment, Local Withholding, and submit of wage information to SSA. Develop and maintainpositive customer relations and coordinate with various functions within the company to ensurecustomer requests are handled appropriately and in a timely manner.* Manage tax accounts for +500 companies with thousands of EINs * Assist in the on boarding process of new clients* Documenting of incoming tax notices, assist in research and resolution process* Assist in the generating of amended tax returns needed for notice resolution* Client communications regarding tax notice updates* New Hire Reporting for all active clients* Handling of daily federal, state and local Tax Deposits and remittance of corresponding returns* Assist with all quarter and year end processing and reporting, includes returns, W2 and 1099 forms

The Woodlands, Tx

• Fully responsible for all business operations.• Organize marketing activities & event coordination.• Administration of payroll, commission, benefits, & taxes.• Create & maintain positive customer, vendor, & employee relations.• Create & analyze reports; including staff performance, P&L, sales & profits.• Lead full-cycle recruitment- Prepare staff schedules, training packets, & meetings. • Oversee the performance of multiple departments & develop departmental procedures.• Create & coordinate HR Training for new HR Managers/Specialists. Conduct new hire orientations.• Receive calls from employees & managers on a daily basis to assist with issues & take appropriate action.• Create & route status changes after discussing promotions, pay, terminations, leave of absences & title changes.

The Woodlands, Tx

• Organized employees & administered development training exams. • Assisted in staffing & recruitment. Conducted new hire orientations.• Interviewed candidates & determined wage rates for potential hires.• Trained employee on proper corporate procedures for various positions.• Improved sale & efficiency by implementing goals & incentives for employees.