Acumen Fiscal Agent

• Responsible for ensuring accurate and timely deposits and preparation of returns for all filing jurisdictions for acumen fiscal agent
• Responsible for the timely deposits and filings for federal, state and local tax liabilities for all jurisdictions where Acumen Fiscal Agent and its clients do business
• Examines all payroll records to ensure proper recording of tax transactions and compliance with applicable laws
• Completes monthly, quarterly, and annual tax reconciliations as appropriate to ensure accurate filings
• May be required to perform audits more frequently depending on jurisdiction
• Performs W-2 reconciliations and processes corrections as required
• Apply for Acumen Fiscal Agent authorization to act as an appointed agent for federal and state tax liabilities
• Investigates and resolves tax notices, penalties and questionnaire requests
• Interact with Accounting and Payroll Departments to identify and resolve variances
• Maintains up to date employer files within the company’s electronic records management system
• Communicates effectively
• Performs other job-related duties as assigned

Tax Specialist

Operations

• Conduct thorough analyses of existing processes and workflows to identify inefficiencies.
• Gather data and generate insights to support process improvement initiatives.
• Develop and implement action plans to streamline processes and enhance service delivery.
• Collaborate with cross-functional teams to design, test, and execute process improvements.
• Monitor the effectiveness of changes and adjust strategies as needed.
• Provide training and support for employees to adopt new processes and tools.
• Report on progress and outcomes of improvement initiatives to management.

Process Improvement Analyst

Client Services Representative

• - Provide exceptional support to clients via phone, email, and chat
• - Assist clients in understanding and navigating our financial products and services
• - Resolve client issues and concerns efficiently, ensuring their satisfaction
• - Document client interactions accurately in our system
• - Collaborate with internal teams to ensure comprehensive client support
• - Offer feedback on service trends to further enhance the client experience
• - Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Tax Specialist

Process Improvement Analyst

Client Services Agent