Remote TaxEx SaaS Implementation Leader

OSV; United States; Teletrabalho; USD 140 000 - 200 000; Tempo integral

Resumo da oferta

OneSource Virtual (OSV) is seeking a TaxEx Implementation Lead to guide tax data, hierarchy, and code mapping for new customers from discovery to go-live.

In this senior role, you will partner with Engineering, Product, Compliance, and Sales, load historical data, validate it, and ensure accurate tax filings while building scalable implementation methodologies.

This is a remote, national role with opportunities to shape TaxEx implementation practices.

Qualificações

• 10+ years in payroll, payroll tax, or tax operations with multi-jurisdictional expertise.
• Hands-on experience configuring or implementing payroll tax software–system setup, data loading, tax code mapping, and filing hierarchy configuration.
• Strong analytical ability: able to assess complex tax datasets for accuracy, gaps, and proper structure.
• Clear communicator–able to translate technical and tax concepts for both technical teams and non-technical customer stakeholders.
• Self-starter comfortable with building processes in ambiguous, early-stage environments.
• Demonstrated ability to collaborate across functions–including Engineering, Product, and Compliance–to drive customer outcomes.
• Consultative nature–able to be a trusted advisor to customers, guiding them through complex configuration and data decisions with clarity and credibility.

Responsabilidades

• Own end-to-end implementation of customer and tax setup from kickoff through go-live—managing toward timelines, milestones, open items, and tax-related customer communication throughout.
• Serve as the customer’s primary tax expert contact, building trust through clear guidance, consistent follow-through, and expert knowledge of both the software and the tax landscape.
• Helps maintain organized documentation (decisions log, data status, open items) based on inputs from customer conversations regarding the customer and tax setup strategy and needs.
• Lead discovery to understand each customer’s organizational hierarchy, jurisdictional requirements, and tax data structure.
• Configure TaxEx based on discovery findings – hierarchy setup, tax code mapping, filer relationships, and system parameters – tailored precisely to each customer’s filing and payment needs.
• Guide customers through key configuration decisions, advising on how structure and setup choices will affect their day-to-day TaxEx workflows.
• Assess incoming customer tax data for completeness and accuracy and perform as-needed data action and analyses to keep the implementation time frame moving at the appropriate pace.
• Load and validate historical payroll tax data, reconciling against customer records to ensure accuracy before go-live, working with technical leads as needed.
• Partner with Engineering, Product, Compliance, and Sales to resolve blockers and ensure each implementation has the internal support it needs.
• Work closely with the TaxEx Training team to support a clean knowledge handoff at go-live–sharing configuration context and customer-specific decisions that inform effective training.
• Feed implementation learnings – product gaps, recurring friction points, configuration edge cases – back to Product and Training to strengthen methodology and materials over time.
• Act as an expert voice at critical points during the sales cycle where deeper discovery and configuration knowledge can be highly leveraged – joining select prospect conversations to answer deeper questions, build TaxEx credibility, and help prospects understand how TaxEx would function when set up in a manner appropriate to the prospect’s situation.

Conhecimentos

Payroll tax expertise

Tax software configuration

Analytical ability

Clear communication

Self-starter

Cross-functional collaboration

Consultative advisory

Formação académica

Bachelor's degree in Business/Accounting/Finance

Descrição da oferta de emprego

OneSource Virtual (OSV) is seeking a TaxEx Implementation Lead to guide tax data, hierarchy, and code mapping for new customers from discovery to go-live.

In this senior role, you will partner with Engineering, Product, Compliance, and Sales, load historical data, validate it, and ensure accurate tax filings while building scalable implementation methodologies.

This is a remote, national role with opportunities to shape TaxEx implementation practices.