Remote Transitions Tax Data Specialist

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

Benefits offered by this job

Remote-friendly

Professional development opportunities

Job summary

OneSource Virtual (OSV) is seeking a Transitions Tax Data Specialist to act as the primary tax contact during customer transitions to Tax Services. You will manage cases, research payroll tax issues, and coordinate resolutions to ensure smooth onboarding.

You will lead customer meetings, review tax profiles, and collaborate with cross-functional teams to maintain accurate data and timely updates while meeting quality and service standards.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Proficiency with Microsoft Excel to analyze payroll tax data and support issue resolution.
• Strong written and verbal communication skills and the ability to manage multiple priorities.

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.
• Partner with internal teams to support successful customer onboarding and transition to Tax Services.

Skills

Attention to detail

Data accuracy

Analytical skills

Communication

Time management

Cross-team collaboration

Adaptability

Education

Associate degree or equivalent

Tools

Microsoft Excel

Job description

OneSource Virtual (OSV) is seeking a Transitions Tax Data Specialist to act as the primary tax contact during customer transitions to Tax Services. You will manage cases, research payroll tax issues, and coordinate resolutions to ensure smooth onboarding.

You will lead customer meetings, review tax profiles, and collaborate with cross-functional teams to maintain accurate data and timely updates while meeting quality and service standards.