Tax Consultant
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 Consultant will partner with the customer to establish & build a relationship for a successful transition to Operations (pre & post go live projects). The role of the Tax Consultant requires knowledge of federal, state, local/city tax requirements to complete the tax set-up within the OSV TaxEx system. The Tax Consultant will be responsible for the data gathering of all pertinent legal & required documentation to ensure the customer’s taxing jurisdictions are set-up accurately & accordance with authoritative guidelines. The Tax Consultant will be focused on driving & ensuring customer satisfaction on the project. The Tax consultant will also partner with other OSV internal teams to bridge any gaps for a successful customer transition.
Responsibilities
Engage with customers & deployment partners to understand, define requirements & guide the customer through the implementation process for OSV tax services
Configuring TaxEx application in accordance with customer requirements
Identify and analyze Tax needs and data requirements
Work with customer to identify/resolve all issues that could impact project scope or delivery of service
Lead the Tax implementation process from start to finish
Consulting with customers on data integrity issues
Conduct check points with customer for timely delivery of tax service & any outstanding project documents
Be comfortable in conducting customer calls in a clear & concise manner
Ensure customer projects are planned & properly monitored
Competencies
Effective & Clear Communication
Organizational Skills
Positive Attitude
Team Player
Customer Focused
Confident
Accountable
Results Driven
Qualifications
Required
Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications with tax specific configuration experience
3-5 years project management experience with Payroll, Payroll Tax or Financial implementations
Effective Consulting experience
Ability to collaborate with customers to define project expectations and ensure consistency with strategic direction
Must be organized, detail-oriented, and have strong written and verbal communication skills
Passion for customer service
Preferred
Business Degree
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.
Summary
The Tax Consultant will partner with the customer to establish & build a relationship for a successful transition to Operations (pre & post go live projects). The role of the Tax Consultant requires knowledge of federal, state, local/city tax requirements to complete the tax set-up within the OSV TaxEx system. The Tax Consultant will be responsible for the data gathering of all pertinent legal & required documentation to ensure the customer’s taxing jurisdictions are set-up accurately & accordance with authoritative guidelines. The Tax Consultant will be focused on driving & ensuring customer satisfaction on the project. The Tax consultant will also partner with other OSV internal teams to bridge any gaps for a successful customer transition.
Responsibilities
Engage with customers & deployment partners to understand, define requirements & guide the customer through the implementation process for OSV tax services
Configuring TaxEx application in accordance with customer requirements
Identify and analyze Tax needs and data requirements
Work with customer to identify/resolve all issues that could impact project scope or delivery of service
Lead the Tax implementation process from start to finish
Consulting with customers on data integrity issues
Conduct check points with customer for timely delivery of tax service & any outstanding project documents
Be comfortable in conducting customer calls in a clear & concise manner
Ensure customer projects are planned & properly monitored
Competencies
Effective & Clear Communication
Organizational Skills
Positive Attitude
Team Player
Customer Focused
Confident
Accountable
Results Driven
Qualifications
Required
Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications with tax specific configuration experience
3-5 years project management experience with Payroll, Payroll Tax or Financial implementations
Effective Consulting experience
Ability to collaborate with customers to define project expectations and ensure consistency with strategic direction
Must be organized, detail-oriented, and have strong written and verbal communication skills
Passion for customer service
Preferred
Business Degree
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.