Tax Data Specialist
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 is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing tax profile updates with a high level of accuracy into multiple systems.
Responsibilities
Act as a point of contact for tax profile and basic tax inquiries while providing outstanding tax service to OSV customers.
Responsible for managing cases for assigned customer team(s) to provide professional and timely responses.
Maintain customer tax profile by updating internal systems, including but not limited to unemployment tax rates, account status, account numbers, etc.
Support and manage proactive customer cases regarding data and/or configuration anomalies that can impact payments and filings.
Review and analyze employee and employer-level payroll tax data on behalf of customers.
Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs.
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.
Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process.
Assist with special projects as needed.
Embrace the OSV values.
Competencies
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 organizational skills.
Strong time management skills.
Ability to manage multiple projects with various deadlines in a fast-paced work environment.
Working knowledge of tax rules and requirements.
Self-directed management of work and results.
Flexible in a changing environment.
Qualifications
Education/Certification Requirement
Associate's degree
Required
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.
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 Data Specialist is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing tax profile updates with a high level of accuracy into multiple systems.
Responsibilities
Act as a point of contact for tax profile and basic tax inquiries while providing outstanding tax service to OSV customers.
Responsible for managing cases for assigned customer team(s) to provide professional and timely responses.
Maintain customer tax profile by updating internal systems, including but not limited to unemployment tax rates, account status, account numbers, etc.
Support and manage proactive customer cases regarding data and/or configuration anomalies that can impact payments and filings.
Review and analyze employee and employer-level payroll tax data on behalf of customers.
Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs.
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.
Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process.
Assist with special projects as needed.
Embrace the OSV values.
Competencies
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 organizational skills.
Strong time management skills.
Ability to manage multiple projects with various deadlines in a fast-paced work environment.
Working knowledge of tax rules and requirements.
Self-directed management of work and results.
Flexible in a changing environment.
Qualifications
Education/Certification Requirement
Associate's degree
Required
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.
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.