Payroll Tax Case Administrator

OneSource Virtual; United States; Remote; USD 45,000 - 70,000; Full time

Job summary

OneSource Virtual is seeking a Payroll Tax Case Administrator to manage end-to-end POA and TPA activities across jurisdictions, ensuring timely and accurate processing and compliance.

The role supports high-volume periods, reviews and resolves issues with internal teams and tax agencies, and maintains records and SOPs.

Candidates should have a High School diploma, 1 year tax experience, and proficiency in Excel; Zendesk or Salesforce experience is a plus; remote work option.

Qualifications

• High School diploma required.
• 1 year of tax experience.
• Strong analytical and research skills.
• Experience with Zendesk and/or Salesforce preferred.
• Proficiency in Microsoft Excel.

Responsibilities

• Manage end-to-end POA and TPA processes across jurisdictions.
• Review requirements to ensure accuracy and compliance with agency guidelines.
• Coordinate with tax agencies, customers and internal teams to resolve issues.
• Monitor pending, rejected and outstanding POA/TPA requests and follow up.
• Assist with tax case handling during high-volume periods.
• Prioritize work based on urgency, age, jurisdiction and impact.

Skills

Excellent customer service

Strong organizational skills

Detail oriented

Data entry & research

Ability to multi-task

Education

High School diploma

Bachelor’s degree (preferred)

Tools

Zendesk

Salesforce

Excel

Job description

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

Position Summary

The Payroll Tax Case Administrator is responsible for managing end-to-end Power of Attorney (POA) and Third-Party Authorization (TPA) activities across assigned tax jurisdictions. This role ensures timely and accurate processing of authorization requests, maintains compliance with jurisdictional requirements, and coordinates with internal teams, agencies, and customers as needed. In addition, the specialist provides case-handling support during high-volume periods to help maintain service levels, reduce aged inventory, and ensure timely resolution of tax-related cases.

Key Responsibilities

POA & TPA Administration

• Manage the end-to-end POA and TPA process, including reviewing requests, preparing forms, obtaining required signatures, submitting authorizations, and tracking status through completion.
• Review jurisdictional requirements and ensure POA and TPA documents are accurate, complete, and compliant with applicable agency guidelines.
• Coordinate with tax agencies, customers, and internal teams to resolve missing information, rejected forms, and authorization-related issues.
• Monitor pending, rejected, and outstanding POA/TPA requests and follow up to ensure timely resolution.
• Maintain accurate records, trackers, and documentation of authorization activities and case status.
• Identify jurisdictions that do not require a TPA or have specific authorization requirements and ensure the appropriate process is followed.
• Support the creation and maintenance of SOPs, work instructions, and reference materials for POA and TPA processes.
• Provide guidance and clarification to team members regarding POA/TPA requirements and procedures.
• Escalate complex or unresolved authorization issues to leadership or the appropriate internal team.

Case-Handling Support

• Assist with tax case handling during periods of high volume, staffing shortages, or increased aged inventory.
• Review, research, and process assigned tax cases in accordance with established procedures and service-level expectations.
• Support the team in reducing aged cases and maintaining queue health during peak periods.
• Collaborate with Case Administrators and other Tax Operations teams to resolve issues and ensure cases move forward timely.
• Prioritize work based on urgency, age, jurisdiction, and business impact.
• Maintain quality and accuracy while balancing POA/TPA responsibilities with case-handling support.

Competencies

• Energetic and positive
• Problem solver
• Excellent customer service skills
• Flexible in a changing environment
• Strong organizational skills with ability to multi-task and support multiple customers effectively
• Works closely with others in a team, supporting collective goals
• Detail Oriented with good time management skills
• Ability to establish and maintain effective working relationships
• Strong data entry and research skills
• Follows direction with ability to meet deadlines
• Comfort with technology and how to apply it to solving problems and finding solutions

Education/Certification Requirement

• High School diploma Required
• 1 year of tax experience
• Strong analytical and research skills
• Experience in Microsoft Word and Proficiency in Excel
• Willingness to work split shifts, evenings, weekends and holidays
• Preferred Bachelor’s degree preferred
• Knowledge of payroll taxes a plus
• Experience with Zendesk and / or Salesforce programs preferred
• #LI-REMOTE

Company Culture

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.