Tax Data Specialist

Remote Jobs; Dallas (TX); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Remote work

Job summary

OneSource Virtual (OSV) is seeking a Tax Data Specialist to maintain customer tax profiles, manage assigned cases, and research payroll tax data for accuracy across multiple systems.

The role emphasizes attention to detail, Excel proficiency, and the ability to manage multiple priorities while communicating clearly with clients and internal teams. This remote, computer-based position may require flexibility during peak periods.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements.
• Proficiency with Microsoft Excel, including the ability to organize, compare, filter, and analyze data.
• Demonstrated ability to manage multiple priorities and deadlines while producing accurate, well-documented work.
• Highly organized and detail-oriented, with excellent written and verbal communication skills.

Responsibilities

• Own and maintain assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes.
• Process accurate and timely tax profile updates within approved systems and tools.
• Manage assigned customer cases and internal tasks from intake through resolution, including prioritization, research, documentation, communication, follow-up, closure, or transfer.
• Provide professional support for tax profile questions, tax-code setup needs, general payroll tax inquiries, and customer-reported data concerns.
• Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies within the team's scope.
• Proactively identify conditions that may affect funding, payments, filings, reconciliation, or customer reporting and initiate the appropriate correction or escalation.
• Use established outreach and escalation processes, set clear expectations, and provide complete handoffs when specialized ownership is required.
• Collaborate across Tax Operations and use Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions.
• Meet established service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs.
• Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate OSV values.

Skills

Attention to detail

Analytical thinking

Clear communication

Time management

Education

Associate degree or equivalent

Tools

Microsoft Excel

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.

Position Summary

The Tax Data Specialist maintains and updates customer tax profiles, manages assigned cases and tasks, researches payroll tax data concerns, and coordinates with internal teams to support accurate data, timely resolution, and consistent service across multiple systems.

Essential Functions and Responsibilities

• Own and maintain assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes.
• Process accurate and timely tax profile updates within approved systems and tools.
• Manage assigned customer cases and internal tasks from intake through resolution, including prioritization, research, documentation, communication, follow-up, closure, or transfer.
• Provide professional support for tax profile questions, tax-code setup needs, general payroll tax inquiries, and customer-reported data concerns.
• Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies within the team's scope.
• Proactively identify conditions that may affect funding, payments, filings, reconciliation, or customer reporting and initiate the appropriate correction or escalation.
• Use established outreach and escalation processes, set clear expectations, and provide complete handoffs when specialized ownership is required.
• Collaborate across Tax Operations and use Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions.
• Meet established service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs.
• Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate OSV values.

Core Competencies

• Attention to detail and commitment to data accuracy
• Analytical research, problem-solving, and follow-through
• Clear, professional, customer-focused communication
• Effective case, task, time, and priority management
• Independent ownership and cross-team collaboration
• Adaptability, accountability, discretion, and sound judgment

Required Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements.
• Proficiency with Microsoft Excel, including the ability to organize, compare, filter, and analyze data.
• Demonstrated ability to manage multiple priorities and deadlines while producing accurate, well-documented work.
• Highly organized and detail-oriented, with excellent written and verbal communication skills.

Preferred Qualifications

• Payroll tax outsourcing or managed-services experience.
• Experience in payroll tax, payroll operations, tax data management, or a comparable data-intensive service environment.

Work Environment and Role Expectations

This remote, computer-based role requires reliable attendance, sustained focus, confidentiality, and effective virtual collaboration. Schedule flexibility may be needed during critical business periods, consistent with company policy and applicable law. This position does not have direct people-management responsibility. #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 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.