Tax Data Specialist

OSV; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

OneSource Virtual (OSV) seeks a Tax Data Specialist to maintain tax profile data for OSV customers and process updates with high accuracy across multiple systems.

The role involves handling tax profiles, supporting data-related inquiries, and aligning with the tax services department to ensure accurate payroll tax processing. Remote-friendly US-based position with a focus on multi-state tax rules.

Qualifications

• Payroll Tax experience required.
• Working knowledge of multistate tax jurisdiction.
• Strong written and verbal communication skills.

Responsibilities

• Act as a point of contact for tax profile and basic tax inquiries.
• Manage cases for assigned customer teams and provide timely responses.
• Update internal systems with unemployment tax rates and account data.
• Support proactive customer cases related to data or configuration issues affecting payments.

Skills

Payroll Tax

Excel

Data Analytics

Communication

Education

Associate's degree

Tools

Microsoft Office Suite

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 organizationsmaximize their Workday investment andoperateit with confidence. Payroll, benefits, and finance solutions — all in one place.

Summary

The Tax Data Specialist is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing tax profile updates with a high level of accuracy into multiple systems.

Responsibilities

• Act as a point of contact for tax profile and basic tax inquiries while providing outstanding tax service to OSV customers.
• Responsible for managing cases for assigned customer team(s) to provide professional and timely responses.
• Maintain customer tax profile by updating internal systems, including but not limited to unemployment tax rates, account status, account numbers, etc.
• Support and manage proactive customer cases regarding data and/or configuration anomalies that can impact payments and filings.
• Review and analyze employee and employer-level payroll tax data on behalf of customers.
• Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs.
• Meet quality and production metrics outlined for the position.
• Contribute to a positive, collaborative work environment.
• Establish and maintain relationships with customers and internal teams to ensure delivery of high-quality services and products.
• Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process.
• Assist with special projects as needed.
• Embrace the OSV values.

Competencies

• Strong communication and written skills.
• Ability to establish and maintain effective working relationships.
• High energy.
• Proficient in Microsoft Office Suite.
• Excel proficiency a must.
• Data Analytics.
• Attention to Detail.
• Strong organizational skills.
• 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.

Qualifications

Education/Certification Requirement

Associate’s degree

Required

• Payroll Tax experience.
• Candidate must be organized, detail-oriented, and have strong written and verbal communication skills.
• Working knowledge and background of multistate tax jurisdiction.

Preferred

• Payroll Tax outsourcing experience.

#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.