Senior Tax Notice Resolution Lead (Remote)

OSV; United States; Remote; USD 85,000 - 110,000; Full time

Job summary

OneSource Virtual (OSV) is seeking a Tax Notice Resolution Specialist Lead to provide technical leadership and ownership of agency notice cases. You will guide specialists through complex notices, support escalations, and ensure accurate, timely resolutions for high-profile customers across federal, state, and local jurisdictions.

The role balances hands-on case work with coaching, process improvements, and cross-functional collaboration within the Tax Operations organization.

Qualifications

• Associate’s degree or equivalent combination of education and relevant experience required.
• 2+ years of payroll tax experience, including researching or resolving federal, state, or local tax agency notices.
• Payroll tax outsourcing or third-party service provider experience preferred.
• Working knowledge of payroll and payroll tax functions, including tax filings, payments, registrations, account reconciliation, and amendment processes.
• Experience communicating with tax agencies and interpreting agency correspondence, account records, and resolution requirements.
• Experience using case management systems and ERP or payroll platforms such as Workday, PeopleSoft, or similar systems preferred.
• Demonstrated experience providing peer guidance, training, quality support, or informal leadership preferred.

Responsibilities

• Serve as primary technical backup for Supervisors; support daily operations and workload coordination.
• Provide subject-matter guidance on federal, state, and local agency notices; support escalated customer matters.
• Assist with queue management; assign cases and monitor deadlines for timely resolution.
• Maintain an active caseload and manage high-risk agency notice cases; act as technical resource for Tax Operations.
• Review agency notices and accounts to determine issues, responses, and resolution paths.
• Research payroll tax filings, payments, registrations, and related data to identify root cause and corrective action.
• Coordinate responses with agencies, customers, and internal partners; document next steps.
• Support resolution activities such as corrections, payment research, and abatement requests.
• Assist with quality assurance; coach specialists on first-touch resolution and process improvements.
• Identify trends and training needs; contribute to knowledge articles and enhancements.
• Deliver timely updates to customers with clear explanations of status, risk, and actions.
• Meet quality, productivity, and compliance expectations while supporting OSV service standards.

Skills

Analytical skills

Problem solving

Case management

Communication

Time management

Prioritization

Attention to detail

Cross-functional collaboration

Confidentiality

Excel skills

Education

Associate’s degree or equivalent combination of education and relevant experience

Tools

Workday

PeopleSoft

ERP systems

Excel

Job description

OneSource Virtual (OSV) is seeking a Tax Notice Resolution Specialist Lead to provide technical leadership and ownership of agency notice cases. You will guide specialists through complex notices, support escalations, and ensure accurate, timely resolutions for high-profile customers across federal, state, and local jurisdictions.

The role balances hands-on case work with coaching, process improvements, and cross-functional collaboration within the Tax Operations organization.