Tax Data Analytics Supervisor

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 Analytics Supervisor is responsible for serving as the tax analytic specialist to reconcile out-of-balance conditions for daily, monthly, quarterly, and yearly payroll completions within Workday, the OSV collection process, and taxes paid/filed on behalf of our customers. The objective is to ensure the resolution of out-of-balance complies with payroll processing and tax regulations.

Essential Functions/Duties/Responsibilities

Monitor overall activities of the pay function, including all payment activities, in collaboration with key stakeholders to drive quality improvement

Work with the Team Manager to identify the need for system improvements

Serve as the first point of customer and internal escalation regarding tax analytics

Provide directions, instructions, and/or training to the team

Assist the team as needed with daily tasks and assist with special team projects

Perform routine audits for tax balancing actions and reconciliation communication to ensure deadlines are met

Responsible for daily, monthly, and quarterly reconciliation of payroll and taxes processed in all US tax jurisdictions

Responsible for applying credits based on a reconciliation of taxes remitted on behalf of the customer

Research and resolve the tax out-of-balance in a timely manner

Investigate and validate the cause of the out-of-balance in a timely manner and accurate

Responsible for communicating with customers and documenting the cause of the tax discrepancy, and ensuring to provide the customer with the steps required to resolve the out-of-balance when action is required within Workday

Ensure that the appropriate action is taken that complies with the tax authority requirements

Analysis of tax/payroll data on the employer and employee level of inspecting and transforming with the goal of discovering, suggesting conclusions, and supporting decision-making

Responsible for collecting data and analyzing data – running various mathematical calculations to determine how the data will conclude the best solution

Responsible for communicating with customers and documenting the cause of the tax discrepancy within quarterly/annual reconciliation reports

Responsible for providing the customer with the quarterly and annual reconciliation reports via the OSV tax portal

Responsible for communicating with customers via conference calls or the communication case system to explain the reconciliation of funding to tax deposits remitted and obtain approval of further collections and/or refunds after quarter-end or annually

Competencies

Positive attitude & team player

Good time management skills

Detail-oriented

Flexible in a changing environment

Problem solver

Strong written and verbal skills

Analyze problems or data

Mathematical aptitude

Work with tight deadlines

Critical thinking

Computer literacy

Attention to detail

Prioritizing competing demands

Strong understanding of payroll process and procedures

Ability to work with multiple interruptions

Independent decision making

Work with complex, high-profile customers

Qualifications and Experience

1 + year Payroll Tax experience

2 years of accounting / bookkeeping experience

Proficient at Microsoft Excel

Flexibility of hours to meet customer needs -Overtime will be required

Preferred Skills

Workday Certified

Accounting Certified

CPP/FPC Certification

Analytical of data of numbers

Payroll outsourcing experience

Good Grammar of writing and communication skills

Payroll and Tax experience of regulations

#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.