Role & responsibilities Job Summary The Customer Support Services Specialist serves as the initial point of entry for customer inquiry resolution (via phone, email, chat, or services cases) on a wide range of human resources related topics. The position ensures the effective delivery of TriNet services in the areas of benefits, payroll, and human resources; resolving service issues, identifying service opportunities, and informing management of key developments that may require escalation to more specialized TriNet resources. The role will provide an incredible client experience in a contact Center environment by answering and documenting inbound calls, emails, and chats with an emphasis on first contact resolution of service issues. Key Responsibilities Provide excellent customer service to TriNet clients and worksite employees in various areas of subject matter expertise; including payroll, benefits and human resources related inquiries. Works to resolve customer issues and inquiries via phone, email, chat and service cases. Ensures proper triage, escalation and effective resolution of more complex inquiries to the appropriate subject matter expert Documents all customer interactions in the CRM system (Salesforce) Manages open cases in CRM system to resolution in shortest possible timeframe while keeping customers regularly informed of status and anticipated resolution timing. Responsible for consistently meeting established key performance indicator metrics as defined by management and being accountable to TriNets customer retention and customer satisfaction goals. Strives to deliver first contact resolution Works with a sense of urgency to provide accurate information in a friendly, professional, and empathetic manner translating to a positive customer experience Preferred candidate profile Work Experience Typically, 2+years of Customer service Experience . Typically 2+ years of HR or related payroll and benefits experience. Knowledge, Skills & Abilities Fluency in English Knowledge of US Payroll, Benefits, or HR Proficiency in Microsoft Office Suite, PeopleSoft and SalesForce Knowledge of contact center technologies (Telephony, CRM, Call Monitoring, Workforce Management etc.) Ability to follow established procedures in a timely, accurate manner. Ability to maintain confidentiality of corporate data A demonstrated commitment to high professional ethical standards and a diverse workplace Excellent verbal and written communication skills. Minimum typing proficiency of 35 words per minute. Ability to communicate with employees at all levels of the organization. Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities. Able to gain a substantial understanding of the job quickly and apply knowledge and skills to complete a wide range of tasks. Ability to work US daytime hours (5 AM to 5 PM PST)
Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.
Role & responsibilities Preferred candidate profile
TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers compensation insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If youre passionate about innovation and making an impact on the large SMB market, come join us as we power our clients business success with extraordinary HR. Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobody’s perfect – and we encourage you to apply. You may just be the right candidate for this or other roles. JOB SUMMARY The Manager, Accounting is responsible for supervising a team of accountants, reviewing journal entries and reconciliations, and makes sure that the account balances are up-to-date and compliant with standards. This position is responsible for supervising systems experts in the maintenance and operation of the Oracle Fusion ERP system. This position is responsible for tight deadlines and a variety of accounting activities, such as oversight of projects, quarterly reviews, and year-end audits Essential Duties/Responsibilities Lead a team of accountants in the execution of monthly close operations Maintain finance ledgers, including routine maintenance and monthly closes Lead the ongoing maintenance and operation of the Oracle Fusion ERP system Lead the accounts payable function, partnering the with corresponding US business partner Supervise and review account reconciliation and analysis for their assigned area of responsibility Manage journal entries including maintenance of recurring journal entries and allocations Monitor and analyze financial accounting data Plan, coordinate, and execute quarterly and annual financial deliverables Compile information for the Company's regulatory filings Implement policies and procedures with an emphasis on internal controls, as required Assist in documenting internal processes/controls as well as developing improvements as appropriate Assist in implementing and ongoing testing of SOX control processes, ensuring that they function as intended Make recommendations to business stakeholders Provide responses to auditor queries and assists in overall coordination of audit tasks, requests and communications. Performs other duties as assigned Complies with all policies and standards QUALIFICATIONS Education Bachelor's Degree in Accounting, Finance or related field - required General education, vocational training and/or on-the-job training Chartered Accountant (mandatory) Work Experience Typically 10+ years in Accounting or Finance - required Minimum 3 to 5 years managing a team within accounting - required Experience in a progressive accounting environment for a Fortune 1000 size company and/or medium or larger public accounting firm with high volume transactions and a disciplined close process - preferred Licenses and Certifications Certified Public Accountant (CPA) - preferred Knowledge, Skills and Abilities Ability to show excellent theoretical and practical grasp of GAAP accounting principles, including accounting standards codification, understanding of accounting processes, and proficient in ERP/accounting-based systems including Oracle financials Experience in SOX control execution/documentation desirable Experience with Oracle Financials accounting platform a plus Highly effective leadership skills reflecting ownership/accountability, critical thinking, collaboration, demonstrated ability to inspire and empower others, promote inclusivity, transparency and resiliency Excellent verbal and written communication skills Excellent presentation and facilitation skills Ability to learn, develop, and grow from mistakes; willingness to learn and develop new skills; and to adjust and adapt to a fast paced continually changing business and work environment Proficient in Microsoft Office Suite specifically Excel, Outlook, and Teams Work Environment: Work in a clean, pleasant, and comfortable office work setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. This position is 100% in office. Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity. TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact recruiting@trinet.com to request such an accommodation.
Role & responsibilities: Outline the day-to-day responsibilities for this role. Preferred candidate profile: Specify required role expertise, previous job experience, or relevant certifications.
A Brief Overview As Supervisor, Sales Support, you will be responsible for leading a small subset of Sales Associate who assist our Sales Consultants in selling our core Professional Employer Organization (PEO) services to new and/or established businesses. This position is client facing and heavily focused on supporting the collection of our RFP documents through our portal of TPP. This position assists in targeting and converting prospects into clients with their thorough understanding of TriNet's value proposition and their ability to quantify that benefit for clients. Sales Associates will guide documentation, gain appropriate approvals, and validate client information submission for quotation. As Supervisor, Sales Support you will ensure proper training of the Sales Associate team, handle client escalation as they arise and assist in key projects to drive operational effectiveness. This leader will be responsible for managing the daily activities of their SA team and process documentations. What you will do Coaching and leadership of assigned Sales Associate Team Serve as a subject expert to address escalations and concerns Perform regular performance reviews to direct reports and take correction action when necessary Responsible for new hire training for SAs Handles key projects to drive business results Time and territory management Communicate effectively across multiple departments Process creation and documentation Support SAs through submitting RFP documents to Risk and Medical Pricing by guiding, assisting, and revieing client information through TriNets portal, following up as necessary to ensure a timely response. Ensure SAs are effectively working with prospective client to gather and enter data into TriNet’s portal in order to provide accurate and timely pricing quotes. Coordinate with other departments for facilitation of requests, documents and information necessary to support the prospective client. Run reports and date entry data in Sales Force. Respond to prospect questions via phone, email or chat providing excellent customer service Reach out to the Sales Consultants on any prospect issues or questions that you cannot address. Required for All Jobs Performs other duties as assigned Complies with all policies and standards Education Qualifications Master's Degree, MBA in Sales & Marketing is required Experience Qualifications Typically 5+ years in Business operations, office, administrative, or sales experience required Previous PEO experience is preferred Skills and Abilities Excellent verbal, written and interpersonal communication skills. Excellent business acumen skills. A demonstrated commitment to high professional ethical standards and a diverse workplace. Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities. Possess cross-function integration & collaboration skills. Strong time management and organizational skills. High intellectual curiosity and emotional intelligence. Proficient in Microsoft Office Suite and Salesforce. Travel Requirements 25% travel maybe required
JD : Manager, Tax Compliance TriNet is a leading provider of comprehensive human resources solutions for small to midsize businesses (SMBs). We enhance business productivity by enabling our clients to outsource their HR function to one strategic partner and allowing them to focus on operating and growing their core businesses. Our full-service HR solutions include features such as payroll processing, human capital consulting, employment law compliance and employee benefits, including health insurance, retirement plans and workers compensation insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is publicly traded on the NYSE under the ticker symbol TNET. If youre passionate about innovation and making an impact on the large SMB market, come join us as we power our clients business success with extraordinary HR. Don't meet every single requirement? Studies have shown that many potential applicants discourage themselves from applying to jobs unless they meet every single requirement. TriNet always strives to hire the most qualified candidate for a particular role, ensuring we deliver outstanding results for our small and medium-size customers. So if you're excited about this role but your past experience doesn't align perfectly with every single qualification in the job description, nobodys perfect and we encourage you to apply. You may just be the right candidate for this or other roles. JOB SUMMARY The position manages the corporate tax compliance, tax planning, and tax accounting function for TriNet's India-based subsidiary and supports the US corporate tax compliance and accounting function. Role & responsibilities Assist in management, preparation and review of consolidated federal, multi-state separate and unitary, and local corporate tax returns, related workpapers, extensions and estimated payments accurately and in accordance with internal deadlines Maintain tax calendar encompassing all tax filings (forms, payments, returns, etc.) and ensure timely and accurate compliance with all tax deadlines Assist with information and analysis as well as compilation and review to enable timely and accurate responses to Federal and State notices and audit requests Manage India tax compliance including return preparation and review as well as responding to notices from relevant taxing authorities Ensure compliance with SOX controls Oversee indirect tax filing process such as GST, property, sales and use tax Oversee monthly GL account analyses including reconciling income tax, property and sales tax accounts Monitor legislative and regulatory tax law developments Perform research on complex tax issues Assist and develop staff tax accountants Respond to internal and external customers in a timely and effective manner Other projects and responsibilities may be added at the manager’s discretion Performs other duties as assigned Complies with all policies and standards Education Bachelor's Degree or equivalent education and experience - required General education, vocational training and/or on-the-job training Chartered Accountant (mandatory) - required Knowledge, Skills and Abilities: Understanding of tax principles in addition to accounting and business procedures Ability to perform tax research and effectively communicate (written and verbal) income tax accounting and compliance issues Ability to work both independently and in a team environment Experience with RIA Checkpoint, OneSource Income Tax, OneSource Tax Provision, and/or Oracle ERP a plus A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities Knowledge of current accounting principles, practices, tax laws, and reporting requirements Strong analytical, research, and accounting skills Proficient in Microsoft Office Proficient knowledge of tax research and compliance resources and tools Work Environment: Work in a clean, pleasant, and comfortable office work setting. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable persons with disabilities to perform the essential functions. This position is 100% in office. Please Note: TriNet reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity. TriNet is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. Any applicant with a mental or physical disability who requires an accommodation during the application process should contact recruiting@trinet.com to request such an accommodation.
Job Summary: The Senior Manager, Accounting is responsible for supervising a team of accountants, reviewing journal entries and reconciliations, and makes sure that the account balances are up-to-date and compliant with standards. This position is responsible for tight deadlines and a variety of accounting activities, such as oversight of projects, quarterly reviews, and year-end audits. This role will be responsible for managing professional service fee revenue, health insurance and workers compensation revenue and cost. Role & responsibilities: Lead a team of accountants in the execution of monthly close operations Work closely with U.S. accounting teams to ensure seamless execution of monthly close processes and ongoing operational maintenance Manage journal entries including maintenance of recurring journal entries and allocations Supervise and review account reconciliation and analysis for their assigned area of responsibility Analyze complex revenue contracts and ensure proper revenue recognition in accordance with ASC 606. Recognition of revenue for insurance services. Monitor and analyze financial accounting data. Maintain finance ledgers, including routine maintenance and monthly closes. Plan, coordinate, and execute quarterly and annual financial reviews Compile information for the Company's regulatory filings Implement policies and procedures with an emphasis on internal controls, as required Assist in documenting internal processes/controls as well as developing improvements as appropriate Assist in implementing and ongoing testing of SOX control processes, ensuring that they function as intended Collaborating with business stakeholders outside of accounting Provide responses to auditor queries and assists in overall coordination of audit tasks, requests and communications. Identify opportunities of enhancements and implementations needed to streamline workflows or improve efficiencies Performs other duties as assigned Complies with all policies and standards Candidate profile: Education: Bachelor's Degree in Accounting or Finance - required General education, vocational training and/or on-the-job training Chartered Accountant (Mandatory)- required/ Work Experience: Typically 12+ years in Accounting or Finance required - required Typically 5+ years managing a team within accounting - required Experience working with colleagues in different time zones - required Experience in a progressive accounting environment for a Fortune 1000 size company and/or medium or larger public accounting firm with high volume transactions and a disciplined close process - preferred Licenses and Certifications: Certified Public Accountant (CPA) Upon Hire - preferred Chartered Accountant (CA) - Upon Hire - required. Knowledge, Skills and Abilities: Ability to show excellent theoretical and practical grasp of US GAAP accounting principles, including accounting standards codification, understanding of accounting processes, and proficient in ERP/accounting-based systems including Oracle Fusion ERP Experience in SOX control execution/documentation desirable Experience with Oracle Fusion ERP accounting platform a plus Experience with Oracle RMCS and OSM a plus Experience with Zuora and RevPro a plus Highly effective leadership skills reflecting ownership/accountability, critical thinking, collaboration, demonstrate ability to inspire and empower others, promote inclusivity, transparency and resiliency Excellent verbal and written communication skills Excellent presentation and facilitation skills Ability to learn, develop, and grow from mistakes; willingness to learn and develop new skills; and to adjust and adapt to a fast paced continually changing business and work environment Proficient in Microsoft Office Suite specifically Excel, Outlook, and Teams