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Operating Risk Amended Return Representative job in Rochester at The CSI Companies

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Operating Risk Amended Return Representative at The CSI Companies

Operating Risk Amended Return Representative

The CSI Companies Rochester, NY Full-Time
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The CSI Companies is actively seeking an Operating Risk Amended Return Representative for our client located in the Rochester, NY area.

We are looking for someone who is available to work the following hours:

  • Mon- Fri Regular business hours


The Operating Risk Amended Return Representative provides internal and external customer service and communication with timely research and preparation of amended payroll tax returns to ensure client's corrected federal, state, and local filings are filed accurately.


  • Communicates with clients regarding funds required to be paid late or refunded as a result of amended payroll tax returns and confirms fees when necessary.
  • Prepares and files amended tax returns for current and previous years using specific tax forms as requested via the OP0099 to balance clients' federal, state, and local accounts.
  • Utilizes multiple systems to ensure accuracy and compliance, as needed, to include 1099 ETC, Bloomberg BNA, Core Advanced, Preview, Taxpay, and others as necessary.
  • Researches and resolves client, field, and system problems to ensure accurate corrections to payroll reports and tax returns.
  • Researches penalty issues in a timely manner to determine root cause on various platforms
  • Uses this information to determine most appropriate means of penalty resolution.
  • Provides research and response to penalty issues to client and field personnel if applicable.
  • Applies judgment to determine the appropriate steps for resolving all issues.
  • Actively identifies and participates in penalty prevention enhancements and makes prevention recommendations to leadership to drive systemic changes.
  • Determines billing fees/revenue associated with preparation of amended return to ensure standardized and consistent billing is achieved.
  • Identifies when a requested billing exception is appropriate and seeks input from managers on sensitive issues.
  • Meets revenue initiative and goals as set by management.
  • Communicates and responds directly with the clients regarding billing fees, filing of tax returns, and collections and payments that are associated with the preparation of amended returns to keep clients informed of required actions and promote consistent and excelled customer service.
  • Identifies root cause to assist in trend analysis and processing efficiencies.
  • Recommends process improvements and efficiencies to increase revenue or productivity.
  • Establishes and maintains a positive working relationship with clients, agencies, and coworkers to promote quality service image.
  • Maintains knowledge of changes in various product offerings, regulatory changes, policy changes, and industry developments.
  • Assists in regular review of programs and systems and initiates requests for enhancements to improve efficiency.
  • Assists in regular review of documentation to ensure accuracy of updates/revisions.
  • Provides support and training to team members.
  • Other duties as assigned to support the general purpose of the position's function.


  • Verifiable High School Diploma or equivalent required.
  • Minimum of 4 years experience in customer service or payroll required.
  • Intermediate to Expert level of Microsoft Word Excel and Access knowledge.
  • Computer use a must
  • Experience in Excel, Word and able to learn fast on agency tax regulations.
  • Be able to learn via remote learning
  • Work independently 

Recommended skills

Process Improvements (Business)
Irs Tax Forms
Microsoft Access
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