Tax Data Management Specialist

OneSource Virtual; Town of Texas (WI); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading provider in HR and payroll services is seeking a Tax Data Management Specialist. The role involves managing tax profile data for clients, providing solutions to inquiries, and ensuring data accuracy across systems. Ideal candidates have strong customer service skills and a background in payroll processes, along with relevant technology experience.

Qualifications

• 2+ years of customer service experience required.
• Working knowledge of Payroll and Payroll Tax.
• Preferred experience in payroll outsourcing.

Responsibilities

• Act as primary contact for customers regarding tax inquiries.
• Maintain customer data and support proactive cases.
• Review and analyze payroll tax data for accuracy.

Skills

Communication

Data Analytics

Attention to detail

Problem-solving

Education

Associate's degree in a related field

Tools

Salesforce

TaxEx

Workday

PeopleSoft

Job description

Tax Data Management Specialist page is loaded

Tax Data Management Specialist

Apply locations US-Remote time type Full time posted on Posted 6 Days Ago job requisition id REQ-2025-168

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com .

Position Summary/Objective

The Tax Data Management Specialist is responsible for maintaining tax profile data for OSV customers. The role processes profile update requests directly from customers via customer cases, captures electronic/published data from Federal, State, Local, and Territorial taxing agencies, and facilitates data input with a high level of accuracy into multiple systems (TaxEx, Workday, etc.).

Essential Functions/Duties/Responsibilities

• Act as primary point of contact for customers regarding systems, basic tax inquiries, and tax applications.
• Responsible for managing cases for assigned customer team(s) to provide professional and timely responses to internal and external customers, while working with other departments as needed.
• Maintain customer data by updating information on internal systems, customer profiles, SUI tax rates, etc.
• Support and manage proactive customer cases regarding Workday data and/or configuration anomalies that will impact filing.
• Provide feedback to leadership regarding missing FAQs, SOPs, or customer knowledge so inquiries can be addressed more quickly and accurately
• Review and analyze employer-level payroll Tax data on behalf of customers and fix missing or incorrect data
• Meet the quality and production metrics outlined for the position
• Perform additional duties and special projects, as assigned.

Competencies

• Strong verbal and written communication skills
• Ability to establish and maintain effective working relationships
• Proficient in Microsoft Office Suite
• Excel proficiency is a must
• Data Analytics
• Attention to detail and organized
• Strong time management skills
• Ability to manage multiple projects with various deadlines in a fast-paced work environment
• Working knowledge of tax rules and requirements
• Self-directed management of work and results
• Flexible in a changing environment
• Strong problem-solving abilities with a passion for tackling complex challenges in situations with limited information or context
• Own and manage project-based initiatives aimed at auditing system data to ensure accuracy and integrity across platforms

Supervisory Responsibility

None

Qualifications and Experience

• Working knowledge and language of the following business areas: Payroll and Payroll Tax
• 2+ years of customer service experience
• Associate's degree in a related field preferred
• Payroll outsourcing experience preferred
• Previous experience working with either Salesforce, TaxEx, Workday, PeopleSoft or other ERP HR/Payroll systems/applications preferred

#LI-REMOTE

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 experienc ing 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.

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