Payroll Tax Transition Lead

OneSource Virtual; Dallas (TX); Remote; USD 60,000 - 78,000; Full time

Job summary

OneSource Virtual is seeking a Transitions Tax Data Specialist to serve as the primary tax contact during client transitions. You will manage cases, review tax profiles, and coordinate resolutions with internal teams to ensure accurate data and smooth onboarding.

Responsibilities include leading client meetings, researching payroll tax issues, and documenting processes to improve accuracy and service levels.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Working knowledge of U.S. federal, state, and local payroll tax concepts.
• Proficiency with Microsoft Excel for data analysis, reconciliations, and issue resolution.
• Ability to manage multiple priorities and deadlines with accurate documentation.
• Highly organized with excellent written and verbal communication.

Responsibilities

• Serve as the primary tax contact for an assigned customer portfolio during the transition period.
• Manage customer cases, tasks, and inquiries, ensuring timely resolution and communication.
• Lead customer meetings and support payroll tax transition activities.
• Review and maintain tax profiles, setups, tax rates, and related customer data.
• Research and resolve payroll tax data, configuration, and reconciliation issues.
• Process profile update requests and maintain accurate records across tax systems.
• Partner with internal teams to support onboarding and transition to Tax Services.
• Recommend process, documentation, and knowledge resource improvements.
• Meet established quality, productivity, and customer service standards.

Skills

Attention to detail

Analytical thinking

Communication skills

Time management

Cross-team collaboration

Education

Associate degree or equivalent

Tools

Microsoft Excel

Job description

OneSource Virtual is seeking a Transitions Tax Data Specialist to serve as the primary tax contact during client transitions. You will manage cases, review tax profiles, and coordinate resolutions with internal teams to ensure accurate data and smooth onboarding.

Responsibilities include leading client meetings, researching payroll tax issues, and documenting processes to improve accuracy and service levels.