Remote Payroll Tax Data Specialist - Transitions

OneSource Virtual; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

OneSource Virtual (OSV) specializes in Workday payroll and tax services, and seeks a Transitions Tax Data Specialist to guide customers through the first quarter of tax services. You will manage cases, research tax issues, and coordinate resolutions with cross-functional teams.

The role requires attention to detail, strong Excel skills, and excellence in communication, presentations, and onboarding activities.

Qualifications

• Associate degree or equivalent with relevant experience.
• Knowledge of U.S. federal, state, and local payroll tax concepts.
• Proficiency with Excel to analyze payroll tax data and support reconciliations.
• Ability to manage multiple priorities and deadlines while maintaining accuracy.
• Strong written and verbal communication; confident in presenting to customers.
• Experience facilitating meetings and tax process discussions.

Responsibilities

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

Skills

Attention to detail

Analytical research

Communication

Time management

Cross-team collaboration

Education

Associate degree

Tools

Microsoft Excel

Job description

OneSource Virtual (OSV) specializes in Workday payroll and tax services, and seeks a Transitions Tax Data Specialist to guide customers through the first quarter of tax services. You will manage cases, research tax issues, and coordinate resolutions with cross-functional teams.

The role requires attention to detail, strong Excel skills, and excellence in communication, presentations, and onboarding activities.