Tax Data Specialist Lead

OneSource Virtual; United States; On-site; USD 75,000 - 105,000; 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 act as a primary expert for resolving team questions.

The role focuses on timely, accurate tax data processing for payroll, multi-state tax compliance, and delivering high-quality service to OSV customers while meeting monthly, quarterly, and ad hoc reporting needs.

Qualifications

• Associates degree or higher (or experience equivalent).
• 3-5 years of Payroll Tax experience.
• Strong written and verbal communication skills.
• Working knowledge and background of multistate tax jurisdiction.

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
• Provide outstanding tax service support to OSV customers
• Meet strict deadlines for monthly, quarterly, and ad hoc reports and data inquiries

Skills

QA knowledge

Team orientation

Communication skills

Attention to detail

Time management

Multitasking

Data analytics

Microsoft Excel

Education

Associate's degree

Tools

Microsoft Office

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.

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

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.