UKG (Ultimate Software Group)

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.

Duties and Responsibilities:

• Provide day-to-day support to UKG Ready Tax Filing Service customers.

• Manage incoming Salesforce Tax cases, confirming required data provision and collaborating with client as needed to drive accuracy and client satisfaction

• Initiate ticketing within tax notice software to include review/update for applicable data allocation. Assign incoming cases effectively for prompt management across Ready Tax Department

• Research and respond to client inquiries via Salesforce through resolution.

• Ensure customer tax profile data is properly maintained, including educating clients on required jurisdictional data to avoid discrepancies that result in late payments and/or failure to file returns accurately.

• Participate in the rejected filing cycle to provide a clear path to resolve filings and ensure the customer is informed and supported to address the root cause and prevent future rejected filings.

• Works with the appropriate team members to address and facilitate a timely resolution to tax inquiries related to quarter-end (QE) and year-end employer tax filing.

• Work with customer on resolving tax filing report requests in preparation for QE cycle, including any required special handling.

• Ensure customer deadlines are met during the QE cycle.

• Provide support to address reconciliation discrepancies in preparation of QE and year-end filings.

• Ability to work independently and within a team-based environment

Required Qualification:

• Must be able to manage in an organized, proactive and independent manner to meet all required time frames and commitments.

• Excellent customer service skills.

• Proficiency with Microsoft Office applications such as Word, Excel, and PowerPoint

• Must be able to work under tight deadlines during seasonal peaks

• Excellent oral and written communication skills.

• Highly motivated and team-oriented

• Demonstrated ability to organize work

• Attention to detail is a must

• 2+ 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.

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 

For individuals with disabilities that need additional assistance at any point in the application and interview process, please email UKGCareers@ukg.com

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.