Data Operations Representative III
Company Overview
With 80,000 customers across 150 countries, UKG is the largest U.S.-based private software company in the world. And we’re only getting started. Ready to bring your bold ideas and collaborative mindset to an organization that still has so much more to build and achieve? Read on.
At UKG, you get more than just a job. You get to work with purpose. Our team of U Krewers are on a mission to inspire every organization to become a great place to work through our award-winning HR technology built for all.
Here, we know that you’re more than your work. That’s why our benefits help you thrive personally and professionally, from wellness programs and tuition reimbursement to U Choose — a customizable expense reimbursement program that can be used for more than 200+ needs that best suit you and your family, from student loan repayment, to childcare, to pet insurance. Our inclusive culture, active and engaged employee resource groups, and caring leaders value every voice and support you in doing the best work of your career. If you’re passionate about our purpose — people —then we can’t wait to support whatever gives you purpose. We’re united by purpose, inspired by you.
• Accurately update client tax rates and frequencies in appropriate database, including collection of SUTA rates via exchange program.
• Complete assigned project tasks and cases related to data changes.
• Maintain and update Salesforce cases promptly, addressing concerns and maintaining effective communication with clients and partners.
• Analyze customer tax filing requirements needed for tax filing set-ups.
• Ensure required legal and Payment Services forms are signed and filed with the appropriate taxing authority.
• Prepare and file appropriate client tax agency EFT registrations, Federal E-file registrations, and reporting agent authorizations.
• Partner with Support and internal teams to update and maintain core customer profile data for existing customers.
• Ensure that all customers’ current period and prior period data is entered and balanced in the tax filing system (MasterTax)
• Accurately and timely capture customer tax-ids, deposit frequencies, and employer specific tax rates with sufficient documentation to enable UKG to defend its actions with third parties without further contact from customers.
• Review of client tax amendment requests to confirm accuracy and comprehensiveness
• Assist with reconciliation of new client balances against documentation and preparation of correspondence to assist new clients with transition.
• Assist with analytical review of client tax variances, providing necessary support to drive accuracy and ensure timely delivery
• Assist with data gathering support as needed.
Required Qualifications:
• Ability to manage tasks in an organized, proactive, and independent manner to meet all required time frames and commitments.
• Strong oral and written communication skills
• Excellent customer service skills
• Proficiency with Microsoft Office applications such as Word, Excel, and PowerPoint
• Proven case management, auditing, and workflow experience
• 3+ years related experience in client services, data management, or operations
Education/Certification/License: • Bachelor's Degree in Business, Accounting, Finance or comparable education and experience.• Fundamental understanding of daily tools (Salesforce, MasterTax, MS Office, UKG Ready)
Where we’re going
UKG is on the cusp of something truly special. Worldwide, we already hold the #1 market share position for workforce management and the #2 position for human capital management. Tens of millions of frontline workers start and end their days with our software, with billions of shifts managed annually through UKG solutions today. Yet it’s our AI-powered product portfolio designed to support customers of all sizes, industries, and geographies that will propel us into an even brighter tomorrow!
UKG is proud to be an equal opportunity employer and is committed to promoting diversity and inclusion in the workplace, including the recruitment process.
Disability Accommodation in the Application and Interview Process
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com
NOTICE ON HIRING SCAMS
UKG will never ask you for a copy of your driver’s license, social security card, or passport during a job interview. For new hires, we do not ask for payment for equipment purchase, cost for training, or to receive onboarding documents. UKG does not make job offers outside of our formal hiring process. To help protect yourself against potential hiring scams, learn more about our formal hiring process, outlined here (https://www.ukg.com/about-us/careers/faqs) .
ABOUT OUR JOB DESCRIPTIONS
All job descriptions are written to accurately reflect the open job and include general work responsibilities. They do not present a comprehensive, detailed inventory of all duties, responsibilities, and qualifications required for the job. Management reserves the right to revise the job or require that other or different tasks be performed if or when circumstances change.
It is the policy of Ultimate Software to promote and assure equal employment opportunity for all current and prospective Peeps without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status entitled to protection under federal, state, or local anti-discrimination laws. This policy governs all matters related to recruitment, advertising, and initial selection of employment. It shall also apply to all other aspects of employment, including, but not limited to, compensation, promotion, demotion, transfer, lay-offs, terminations, leave of absence, and training opportunities.