Tax Data Specialist Lead

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 Lead is responsible for supporting the Tax Data Specialist team with queue management, escalation management and as a subject matter expert and first line of approach for resolution of team questions.

Responsibilities

• Queue management support, backing up other team members, addressing workload balancing, and case assignment or redistribution

Escalation assistance and review/assistance of Sev 1 and 2 cases

Review cases and flag for QA review

Review reopened cases to identify opportunities for first-touch closure

Review aged cases for the opportunity to resolve

Assisting team members with PBI report review and resolution

Support and/or assignment of high-touch/high-profile customers

Support team with enhancement identification and enhancement process

Report back trends and opportunities to leadership

Assumes other duties as assigned by the Manager

Provide outstanding tax service support to OSV customers

Meet strict deadlines for monthly, quarterly, and ad hoc reports and data inquiries to support business needs

As a functional subject matter expert, provide directions, instructions, and/or training to the team

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

Provide professional and timely responses to internal and external customers

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 to internal and external customers

Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process

Analysis of tax/payroll data on the employer and employee level

Competencies

Must have knowledge of QA programs and techniques

Must value and promote team spirit and exhibit professionalism within the workplace

Must be able to cope in fast-paced, demanding environment and manage sensitive, confidential issues

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 time management skills

Ability to manage multiple projects with various deadlines in a fast paced work enviornment

Working knowledge of tax rules and requirements

Analytical skills; strong research and follow up skills

Customer service oriented is a must

Qualifications

• Education/Certification Requirement
• Associate's degree

Required

Associates degree or higher (or experience equivalent)

3-5 years of 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 preferred

#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.