Transitions Tax Data Specialist

OneSource Virtual; Dallas (TX); Remote; USD 60,000 - 78,000; Full time

Job summary

OneSource Virtual is seeking a Transitions Tax Data Specialist to serve as the primary tax contact during client transitions. You will manage cases, review tax profiles, and coordinate resolutions with internal teams to ensure accurate data and smooth onboarding.

Responsibilities include leading client meetings, researching payroll tax issues, and documenting processes to improve accuracy and service levels.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Working knowledge of U.S. federal, state, and local payroll tax concepts.
• Proficiency with Microsoft Excel for data analysis, reconciliations, and issue resolution.
• Ability to manage multiple priorities and deadlines with accurate documentation.
• Highly organized with excellent written and verbal communication.

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.
• Process profile update requests and maintain accurate records across tax systems.
• Partner with internal teams to support onboarding and transition to Tax Services.
• Recommend process, documentation, and knowledge resource improvements.
• Meet established quality, productivity, and customer service standards.

Skills

Attention to detail

Analytical thinking

Communication skills

Time management

Cross-team collaboration

Education

Associate degree or equivalent

Tools

Microsoft Excel

Job description

Position Summary / Objective

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.

The Transitions Tax Data Specialist serves as the primary tax specialist for customers during the first quarter of their Tax Services. This role partners with customers and internal teams to support a smooth transition to OneSource Virtual's payroll tax services by managing cases, researching payroll tax issues, coordinating resolutions, and maintaining accurate tax data. The specialist establishes and reviews tax profile data, processes customer-requested updates, researches tax information from federal, state, and local agencies, and supports customer transition activities. The role also leads customer meetings, facilitates discussions on tax processes and requirements, and collaborates with cross-functional teams to support successful customer onboarding.

Essential Functions/Duties/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.


• Process profile update requests and maintain accurate records across tax systems.


• Partner with internal teams to support successful customer onboarding and transition to Tax Services.


• Recommend process, documentation, and knowledge resource improvements.


• Meet established quality, productivity, and customer service standards.


• Contribute to team initiatives, special projects, and other duties as assigned.

Competencies

• Attention to detail and commitment to data accuracy


• Analytical research, problem-solving, and follow-through


• Clear, professional, customer-focused communication


• Effective case, task, time, and priority management


• Independent ownership and cross-team collaboration


• Adaptability, accountability, discretion, and sound judgment

Qualifications and Experience

• 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 Microsoft Excel, including the ability to analyze payroll tax data, perform reconciliations, identify variances, and support issue resolution.


• Demonstrated ability to manage multiple priorities and deadlines while producing accurate, well-documented work.


• Highly organized and detail-oriented, with excellent written and verbal communication skills.


• Strong presentation and communication skills, with the ability to confidently facilitate customer meetings and discuss payroll tax processes, issues, and resolutions.

Supervisory Responsibility

None #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.