Payroll Tax Case Administrator

OSV; United States; Remote; USD 52,000 - 78,000; Full time

Job summary

OneSource Virtual (OSV) is seeking a Payroll Tax Case Administrator to manage POA and TPA across tax jurisdictions, ensuring timely and compliant authorizations. The role supports high-volume periods, collaborates with agencies and customers, and maintains accurate records.

This position is remote within the United States and offers opportunities to improve processes and service levels. Ideal candidates have tax experience, analytical skills, and proficiency with Word and Excel.

Qualifications

• 1 year of tax experience
• Strong analytical and research skills
• Experience with Microsoft Word and proficiency in Excel
• Willingness to work split shifts, evenings, weekends and holidays
• Bachelor’s degree preferred

Responsibilities

• Manage the end-to-end POA and TPA process across jurisdictions
• Review jurisdictional requirements and ensure documents are accurate and compliant
• Coordinate with tax agencies, customers, and internal teams to resolve issues
• Monitor pending, rejected, and outstanding POA/TPA requests and follow up
• Provide guidance and create/update SOPs for POA/TPA processes
• Assist with tax case handling during high-volume periods and maintain queue health

Skills

Analytical & research

Customer service

Data entry

Education

High School diploma

Bachelor’s degree preferred

Tools

Zendesk

Salesforce

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 organizationsmaximize their Workday investment andoperateit 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

Qualifications

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

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.