Tax Data Management Lead

OneSource Virtual; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

OneSource Virtual is seeking a Tax Data Management Lead to serve as a functional SME across tax data, proactive case processes, and RPA initiatives. You will guide monthly campaigns, analyze payroll data, and support training and process improvements for the team.

In this role based in Dallas, you will collaborate with cross-functional teams, monitor performance, and deliver accurate tax configurations. A strong payroll tax background and ERP experience with tools like Workday or PeopleSoft are

Qualifications

• Associate degree in a related field.
• 2+ years of payroll tax experience.
• Payroll tax outsourcing experience preferred.
• Working knowledge of Payroll and Payroll Tax functions.
• Experience with ERP systems such as Workday or PeopleSoft is preferred.

Responsibilities

• Serve as a primary technical SME for the Tax Data Management team, supporting daily operations and performance monitoring.
• Launch, manage, and approve monthly and ad hoc mass proactive tax case campaigns using RPA tools.
• Provide direction, training, documentation, and process-improvement support to the team.
• Lead strategic analysis and reporting to identify trends and improve data quality and case execution.
• Collaborate with internal departments on tax code setup and rate research.
• Assist team members with report interpretation and resolution strategies to maintain accuracy.

Skills

Payroll tax

RPA

Analytics

Communication

Excel

Education

Associate degree

Tools

Workday

PeopleSoft

Job description

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

Overview:

The Tax Data Management Lead supports the Tax Data Management team by serving as a functional subject matter expert (SME) across tax data, proactive case processes, and robotic process automation (RPA). This role functions as a support for team questions and ensures timely and accurate resolution of customer inquiries. The Lead plays a critical role in fostering team efficiency, consistency, and overall success.

Essential Job Functions:

• Serve as a primary technical backup for the team, supporting daily team operations and performance monitoring
• Launch, manage, and/or approve monthly and ad hoc mass proactive case campaigns across Tax using RPA tools, based on standard cycles, agency communications, and internal business needs.
• Act as a functional SME by providing direction, answering team questions, and assisting with training, documentation, and process improvement initiatives
• Lead strategic analysis and reporting, identifying trends and opportunities, developing meaningful metrics and reporting, improving data consistency and case execution, and supporting additional projects and strategic initiatives as needed.
• Analyze and interpret tax and payroll data at the employer and employee level to identify data issues or opportunities for proactive resolution
• Collaborates cross-functionally with internal departments and teams across the organization, serving as a subject matter resource for tax code setup, rate research, and other tax-related inquiries. Provides support and guidance to ensure accurate and compliant tax configurations.
• Assist team members with report interpretation (e.g., PBI) and resolution strategies to maintain accuracy and compliance
• Provide timely, professional responses to both internal and external stakeholders to ensure high-quality service delivery
• Identify trends and report recurring issues or opportunities for improvement to leadership
• Contribute to special projects, team initiatives, and process enhancements aligned with department goals
• Meet quality and productivity metrics while fostering a positive, collaborative team environment

Competencies:

• Proven experience with RPA and case automation tools, with the ability to manage complex batch-driven processes
• Self-motivated and proactive, with the ability to take initiative, lead tasks, and drive work forward independently
• Strong analytical and problem-solving skills with a data-driven mindset and keen attention to detail
• Skilled in root cause analysis and comfortable making decisions with limited information
• Proven ability to manage multiple tasks, projects, and deadlines in a fast-paced, high-demand environment
• Strong understanding of payroll tax rules, including multistate and SUI requirements, and tax data management processes
• Knowledge of quality assurance principles, techniques, and best practices
• Excellent verbal and written communication skills with a strong focus on customer service and internal collaboration
• Professional, dependable, and able to maintain confidentiality in handling sensitive issues
• Strong organizational and time management skills with a focus on prioritization and follow-through
• Collaborative and team-oriented, with the ability to build effective relationships and contribute to a high-performing culture
• Proficient in Microsoft Office Suite, with advanced Excel skills required

Supervisory Responsibility:

None

Qualifications:

• Associate degree
• 2+ years of payroll tax experience
• Payroll tax outsourcing experience preferred
• Working knowledge and language of Payroll and Payroll Tax functions
• Experience with ERP systems such as Workday, PeopleSoft, or similar platforms preferred

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.