Tax Compliance Adminstrator
Wheels

Job Description:

MAJOR PURPOSE:

Responsible for the day-to-day administration for Reimbursement Compliance, Driver Tax Compliance and Personal Use Management. Including validating compliance, compliance reporting, client escalation, and driver service support.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Monitor Salesforce queues, respond to requests from clients, drivers, and internal departments.
• Handle all assigned cases that could not achieve first call resolution, working them to completion and resolution for the customer
• Respond to verbal, written, and electronic inquiries within required service level timeframe
• Review and validate driver insurance declaration submissions for new client onboardings and mid-year renewals.
• Download, review and provide reports to clients based on compliance schedule.
• Send emails for validation of compliance and follow-up reminder emails to drivers.
• Partner with Driver Services, Account Executives, clients and drivers to handle inquiries and resolve issues.
• Monitor weekly compliance reports by client and follow-up with client as needed.
• Troubleshoot driver proof of insurance upload issues and follow-up with driver.
• Perform Data Change requests and follow-up responses.
• Assist with testing and validation of insurance declaration system enhancements.
• Assist Reimbursement Administrators as designated by Reimbursement leadership

• Perform other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Must possess strong Customer Service and time management skills
• Must possess excellent telephone and writing skills
• Strong computer skills, including Excel
• Must be prepared to work effectively with internal and external partners

• Self-motivated and highly organized
• Ability to manage multiple projects and be a team player
• Ability to interact with drivers, clients and various operational areas
• Commitment to customer satisfaction

EDUCATION and/or EXPERIENCE

• High School diploma or equivalent required
• Some college preferred

PHYSICAL DEMANDS & WORK ENVIRONMENT

While performing the duties of this job, the employee is regularly required to talk and hear, and use hands and fingers to operate phones and computers.

EEO Statement
Wheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening.

Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.

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