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Tax Data Specialist Lead

OneSource Virtual

  • # Tax Data Specialist LeadApply: US-Remote: Full time: Posted Yesterday: REQ-2026-291OneSource 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
  • J-18808-Ljbffr OneSource Virtual

Vacancy posted 2 days ago
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