Tax Data Specialist Lead

OneSource Virtual; Northern (KY); Hybrid; USD 85,000 - 115,000; Full time

Job summary

OneSource Virtual is seeking a Tax Data Specialist Lead to support the Tax Data Specialist team with queue management, escalation handling, and as a subject matter expert for tax data processes in payroll tax. You will guide daily workflows, review cases for quality, and help drive improvements across reports and customer interactions.

This role emphasizes multistate tax knowledge, strong communication, and proficiency in Excel and Power BI, with remote options and a focus on timely monthly,

Qualifications

• Associates degree or higher; 3-5 years payroll tax experience required.
• Organized, detail-oriented with strong written and verbal communication.
• Working knowledge of multistate tax jurisdictions and tax rules.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Queue management and workload balancing; back up teammates as needed.
• Escalation assistance for Sev 1 and 2 cases and QA review of cases.
• Review reopened cases to identify first-touch closure opportunities.
• Assist with PBI report reviews and resolution.
• Provide outstanding tax service support to OSV customers; meet deadlines.
• Share training, directions, and process improvements with the team.
• Develop relationships with customers and internal teams to ensure quality.

Skills

QA knowledge

Communication

Excel

Data analytics

Multitasking

Customer service

Tax rules knowledge

Education

Associate degree

Tools

Power BI

Microsoft Office

Job description

## Tax Data Specialist LeadApply: US-Remote: Full time: Posted Yesterday: REQ-2026-291OneSource 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. **Summary**The Tax Data Specialist Lead is responsible for supporting the Tax Data Specialist team with queue management, escalation management and as a subject matter expert and first line of approach for resolution of team questions.**Responsibilities*** Queue management support, backing up other team members, addressing workload balancing, and case assignment or redistribution* Escalation assistance and review/assistance of Sev 1 and 2 cases* Review cases and flag for QA review* Review reopened cases to identify opportunities for first-touch closure* Review aged cases for the opportunity to resolve* Assisting team members with PBI report review and resolution* Support and/or assignment of high-touch/high-profile customers* Support team with enhancement identification and enhancement process* Report back trends and opportunities to leadership* Assumes other duties as assigned by the Manager* Provide outstanding tax service support to OSV customers* Meet strict deadlines for monthly, quarterly, and ad hoc reports and data inquiries to support business needs* As a functional subject matter expert, provide directions, instructions, and/or training to the team* Assist the team as needed with daily tasks and assist with special team projects* Provide professional and timely responses to internal and external customers* 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 to internal and external customers* Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process* Analysis of tax/payroll data on the employer and employee level**Competencies*** Must have knowledge of QA programs and techniques* Must value and promote team spirit and exhibit professionalism within the workplace* Must be able to cope in fast-paced, demanding environment and manage sensitive, confidential issues* 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 time management skills* Ability to manage multiple projects with various deadlines in a fast paced work enviornment* Working knowledge of tax rules and requirements* Analytical skills; strong research and follow up skills* Customer service oriented is a must**Qualifications****Education/Certification Requirement*** Associate's degree**Required*** Associates degree or higher (or experience equivalent)* 3-5 years of 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 preferred#LI-REMOTE