Tax Data Specialist (48)

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.

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. Preferred