Tax Transition Specialist - Payroll Data & Onboarding

OneSource Virtual; Northern (KY); On-site; USD 52,000 - 72,000; Full time

Job summary

OneSource Virtual is seeking a Transitions Tax Data Specialist to serve as the primary tax contact during the initial payroll tax transition for customers. You will manage cases, research payroll tax issues, and coordinate resolutions with cross-functional teams.

You will review tax profiles, process updates, and ensure accuracy across tax systems while meeting quality and service standards. This role emphasizes attention to detail and clear communication with clients and internal partners.

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 Excel to analyze payroll tax data, perform reconciliations, and support issue resolution.

Responsibilities

• Serve as the primary tax contact for an assigned customer portfolio during the transition period.
• Manage customer cases, tasks, and inquiries, ensuring timely resolution and communication.
• Lead customer meetings and support payroll tax transition activities.
• Review and maintain tax profiles, setups, tax rates, and related customer data.
• Research and resolve payroll tax data, configuration, and reconciliation issues.

Skills

Payroll tax concepts

Excel proficiency

Communication skills

Data accuracy

Multi-tasking

Education

Associate degree or equivalent

Job description

OneSource Virtual is seeking a Transitions Tax Data Specialist to serve as the primary tax contact during the initial payroll tax transition for customers. You will manage cases, research payroll tax issues, and coordinate resolutions with cross-functional teams.

You will review tax profiles, process updates, and ensure accuracy across tax systems while meeting quality and service standards. This role emphasizes attention to detail and clear communication with clients and internal partners.