Remote Tax Data Specialist

OneSource Virtual; Northern (KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

OneSource Virtual is seeking a Tax Data Specialist to maintain customer tax profiles and resolve data-related payroll tax questions across multiple jurisdictions. You will manage cases from intake to resolution, perform data verification, and collaborate with Tax Operations using Excel and Power BI for reporting.

The role emphasizes accuracy, organization, and proactive issue identification, supporting timely filings and data integrity in a remote environment.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements.
• Proficiency with Microsoft Excel, including the ability to organize, compare, filter, and analyze data.
• Demonstrated ability to manage multiple priorities and deadlines while producing accurate, well-documented work.
• Highly organized and detail-oriented, with excellent written and verbal communication skills.

Responsibilities

• Own and maintain assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes.
• Process accurate and timely tax profile updates within approved systems and tools.
• Manage assigned customer cases and internal tasks from intake through resolution, including prioritization, research, documentation, communication, follow-up, closure, or transfer.
• Provide professional support for tax profile questions, tax-code setup needs, general payroll tax inquiries, and customer-reported data concerns.
• Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies within the team’s scope.
• Proactively identify conditions that may affect funding, payments, filings, reconciliation, or customer reporting and initiate the appropriate correction or escalation.
• Use established outreach and escalation processes, set clear expectations, and provide complete handoffs when specialized ownership is required.
• Collaborate across Tax Operations and use Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions.
• Meet established service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs.
• Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate OSV values.

Skills

Attention to detail

Analytical skills

Client communication

Time management

Cross-functional collaboration

Data analysis

Education

Associate degree

Tools

Excel

Power BI

Job description

OneSource Virtual is seeking a Tax Data Specialist to maintain customer tax profiles and resolve data-related payroll tax questions across multiple jurisdictions. You will manage cases from intake to resolution, perform data verification, and collaborate with Tax Operations using Excel and Power BI for reporting.

The role emphasizes accuracy, organization, and proactive issue identification, supporting timely filings and data integrity in a remote environment.