Customer Tax Account Specialist

🕒 October 5

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Tax

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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OneSource Virtual

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

💰 Series B on 2015-06

Consulting • Healthcare • Logistics

OneSource Virtual is a leading provider of business process as a service (BPaaS) solutions tailored for Workday customers. They specialize in automating administrative tasks related to payroll, benefits administration, and finance & accounting services. With a strong focus on accuracy and proactive support, OneSource Virtual helps organizations maximize their Workday investment, enabling them to reclaim internal resources and streamline processes through expert services and innovative technology.

📋 Description

• Serve as the named Specialist for assigned Canadian Payroll Tax customers and initiate and maintain ongoing customer relationships through regular contact • Manage and respond to customer cases daily within established Service Level Agreements (SLAs), maintaining accurate notes and timely closure • Process payroll tax filings and year-end activities for T4, T4A, Releve 1 and 2, including amendments • Support customers via phone and lead customer calls as needed • Respond to escalated cases from internal stakeholders • Partner with peers and customer team partners to resolve customer requests and stabilize service delivery • Maintain accuracy and timeliness SLAs, meet quality and production scorecard targets, and follow security protocols to safeguard confidential customer data

🎯 Requirements

• High School Diploma or Equivalent • 2+ years of Canadian payroll or payroll tax experience involving research, troubleshooting, and employee/customer support • Demonstrated knowledge of Canadian multi-jurisdiction payroll tax, including CRA and Revenu Quebec remittances, CPP/QPP, EI, QPIP, and year-end T4, T4A, and Releve 1 & 2 activities • Proven ability to manage multiple priorities • Comfort with phone-based customer communication, including leading customer calls • Strong written and verbal communication skills • Proficiency with Microsoft Office Suite, particularly Outlook, Teams, and Excel, including pivot tables • Preferred: Experience with Workday Payroll or Workday Tax • Preferred: PCP (Payroll Compliance Professional) or PLP (Payroll Leadership Professional) designation through the National Payroll Institute • Preferred: Experience in an outsourcing or shared services environment • Preferred: Experience with Salesforce or similar case management tools • Preferred: Bilingual French and English communication skills • Preferred: Associate's degree or higher in Accounting, Business, or a related field

🏖️ Benefits

• Values-based culture • Upward mobility • Professional development opportunities

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