Tax Data Management Lead

Tax Data Management LeadOneSource 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.Overview: The Tax Data Management Lead supports the Tax Data Management team by serving as a functional subject matter expert (SME) across tax data, proactive case processes, and robotic process automation (RPA). This role functions as a support for team questions and ensures timely and accurate resolution of customer inquiries. The Lead plays a critical role in fostering team efficiency, consistency, and overall success.Essential Job Functions:Serve as a primary technical backup for the team, supporting daily team operations and performance monitoringLaunch, manage, and/or approve monthly and ad hoc mass proactive case campaigns across Tax using RPA tools, based on standard cycles, agency communications, and internal business needs.Act as a functional SME by providing direction, answering team questions, and assisting with training, documentation, and process improvement initiativesLead strategic analysis and reporting, identifying trends and opportunities, developing meaningful metrics and reporting, improving data consistency and case execution, and supporting additional projects and strategic initiatives as needed.Analyze and interpret tax and payroll data at the employer and employee level to identify data issues or opportunities for proactive resolutionCollaborates cross-functionally with internal departments and teams across the organization, serving as a subject matter resource for tax code setup, rate research, and other tax-related inquiries. Provides support and guidance to ensure accurate and compliant tax configurations.Assist team members with report interpretation (e.g., PBI) and resolution strategies to maintain accuracy and complianceProvide timely, professional responses to both internal and external stakeholders to ensure high-quality service deliveryIdentify trends and report recurring issues or opportunities for improvement to leadershipContribute to special projects, team initiatives, and process enhancements aligned with department goalsMeet quality and productivity metrics while fostering a positive, collaborative team environmentCompetencies:Proven experience with RPA and case automation tools, with the ability to manage complex batch-driven processesSelf-motivated and proactive, with the ability to take initiative, lead tasks, and drive work forward independentlyStrong analytical and problem-solving skills with a data-driven mindset and keen attention to detailSkilled in root cause analysis and comfortable making decisions with limited informationProven ability to manage multiple tasks, projects, and deadlines in a fast-paced, high-demand environmentStrong understanding of payroll tax rules, including multistate and SUI requirements, and tax data management processesKnowledge of quality assurance principles, techniques, and best practicesExcellent verbal and written communication skills with a strong focus on customer service and internal collaborationProfessional, dependable, and able to maintain confidentiality in handling sensitive issuesStrong organizational and time management skills with a focus on prioritization and follow-throughCollaborative and team-oriented, with the ability to build effective relationships and contribute to a high-performing cultureProficient in Microsoft Office Suite, with advanced Excel skills requiredQualifications:Associate degree2+ years of payroll tax experiencePayroll tax outsourcing experience preferredWorking knowledge and language of Payroll and Payroll Tax functionsExperience with ERP systems such as Workday, PeopleSoft, or similar platforms preferred OneSource Virtual