TaxEx Platform SME & Knowledge Expert

OSV; United States; Remote; USD 150.000 - 190.000; Vollzeit

Zusammenfassung

OneSource Virtual (OSV) seeks a TaxEx SaaS SME & Knowledge Expert to drive payroll tax expertise across Product, Engineering, Enablement, Sales, and Compliance. This senior specialist translates complex tax knowledge into training content, configuration guides, and scalable decision frameworks for the team.

The role partners with the TaxEx Training team and cross-functional stakeholders to ensure tax rules drive software configurations, demos, and customer outcomes in a SaaS environment.

Qualifikationen

• 12+ years in payroll, payroll tax, or tax operations with mastery of multi-jurisdictional payroll tax regulations.

Aufgaben

• Serve as the primary tax SME for Product and Engineering–ensuring TaxEx features are consistent with regulations.
• Translate customer feedback into prioritized product enhancement recommendations for the tax product roadmap.
• Assist product leaders in prioritizing TaxEx initiatives and align engineering to key roadmap items.
• Participate in UAT to validate new releases against real-world tax scenarios across SaaS customers.
• Assist in solving complex customer issues spanning implementation, data mapping, file exports, agency interactions, and software usage.

Kenntnisse

Payroll tax regulations

Tax operations

HCM software depth

Customer-facing advisory

Regulatory communications

Ausbildung

Bachelor’s degree in Business, Accounting, Finance, or related field

Tools

Workday

UKG

SAP SuccessFactors

PeopleSoft

Jobbeschreibung

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.

ROLE SUMMARY

The TaxEx SaaS SME & Knowledge Expert isTaxEx’sinternal authority on payroll tax. This role isdeployed where the depth of taxexpertisecreates the most leverage: complex configuration decisions, escalated issues, high-stakes pre-sales conversations, and product advisory. The SME isavailable to Implementation, Enablement, Sales, and Product whenever a genuine tax authority isrequired.

This role also carries responsibility for the long-termknowledge andhealth of the team. Working closely with theTaxExTraining team, the SME ensures that complex tax knowledge is translated into training content, configuration guides, and decision frameworks that scale beyond any single conversation.

KEY RESPONSIBILITIES

ProductManagement

• Serve as the primary tax SME for Product and Engineering–ensuringTaxExfeatures and logic are consistent with current regulations.

• Translate customer and prospect feedback into prioritized product enhancement recommendations for consideration for the tax product roadmap.

• Assistproduct leaders in prioritizingproduct initiativesforTaxExand aligning engineering teams toexecutekey roadmap initiatives.

• Participate in UAT tovalidatenew releases against real-world tax scenariosacross applicable SaaScustomers and environments.

• Assistin problem-solving complex or escalated customer issues spanning implementation, data mapping, file exports, agency interactions, and software usage, providing resolution with the authority of someone who understands both the tax rules and the software deeply.

• Feedproduct learnings and market informationbackintothecustomerstory/marketingassets to maximizethe product’sdifferentiation and impactonthe market.

Customer Advisory

• Advise customers on complexTaxExconfiguration, best-practice usage, and escalated issues spanning data mapping, file exports, and agency interactions.

• Handle one-off advisory requests–data reviews, scenario-specific guidance–that fall outside standard support workflows.

• Act as an expert voiceat critical pointsduring the sales cyclewhereexpertisecan be highly leveraged –joiningselectprospect conversations to answer deeperproductand taxquestions, buildTaxExcredibility, and help prospects understand howTaxExaddresses their specific tax challenges.

• Assistin buildingandtestingdemo environmentsas neededthat accurately representTaxExcapabilities, ensuring demos are current, technically sound, and tuned to the audience.

Knowledge & Training Contribution

• Work closely with theTaxExTraining team to translate deep tax and product knowledge into training content, configuration guides, and decision frameworks that scale the team’s capabilities.

• Interface with GTM, Sales, Support, Compliance, and Operations as the go-to tax knowledge resource — making complex knowledge accessible and actionable for each audience.

• Stay current on federal, state, and local payroll tax regulatory changes and proactively communicate relevant updates to Product, Compliance, and customer-facing teams.

WHEN THIS ROLE IS ENGAGED

• Configuration decisions requiring deep tax judgment – complex hierarchy structures, multi-jurisdictionedge cases, non-standard filer relationships.

• Escalated customer issues spanning implementation, data mapping, file exports, or agency interactions that require both taxexpertiseand software depth.

• Pre-sales conversations where complex tax requirements make the credibility of deepexpertiseessential to advancing the deal.

• Product advisory – feature design reviews, UAT, and feedback on functionality with payroll tax compliance implications.

• Prospects – as an expert voice at critical times to help move forward the sales cycle.

• Regulatory changes requiring proactive communication to customers, Product, or Compliance.

• One-off customer advisory requests outside standard workflows – data reviews, scenario-specific guidance, or strategic configuration planning.

QUALIFICATIONS

Required

• 12+ years in payroll, payroll tax, or tax operations with mastery ofmulti-jurisdictional payroll tax regulations, agency requirements, and filing and payment processes.

• Deep, current knowledge of federal, state, and local payroll tax regulations and how theymap tosoftware configuration decisionsand customer/market challenges.

• Hands-on experience with payroll tax or HCM software at a functional depth beyond end-user familiarity.

• Demonstrated ability to translate complex tax knowledge into clear, credible communication for diverse audiences.

• Experience in customer-facing or advisory roles, with the presence to influence high-stakesproductdecisions.

• Direct experience withTaxExor comparable end-to-end payroll tax filing, impoundment, payment, and reconciliation platforms.

Preferred

• Experience with HCM platforms (UKG, SAP SuccessFactors, Workday, PeopleSoft) in payroll tax configuration contexts.

• Background working with HCM resellers, payroll service bureaus, or multi-employer environments.

• Experience in software UAT in a tax or compliance product context.

• Exposure toSaaS sales cycles, pre-sales engineering, or solution consulting.

• Professional certification: CPP (Certified Payroll Professional) or FPC.

• Bachelor’s degree in Business, Accounting, Finance, or related field.

#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.