Tax Account Manager

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OneSource Virtual

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B2B • SaaS • Finance

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.

501 - 1000 employees

Founded 2008

🤝 B2B

☁️ SaaS

💸 Finance

💰 Series B on 2015-06

📋 Description

• Enhance and maintain customer relationships via regular engagement, leading customer analytic review, ROI attainment and roadmap planning. • Serve as an operations customer advocate and liaison throughout the OSV organization as needed for customer changes (bank, company, ADM). • Form relationships with the SDM, CSM and Account Executive teams in building an understanding of customer requirements and business drivers. • Serve as the tax primary point of contact for customer resources and ensure effective communication and hand offs occur within service delivery support teams. • In coordination with payroll and garnishments, prepare recurring operations reports for customers and narrate strategic value/ROI of OSV services in addition to basic service delivery metrics, KPIs, and SLAs. • Solicit customer feedback and obtain strategic vs tactical objectives. • Communicate change to services, technology platforms, and products to assigned customers. • Partner with Customer Teams, Product, and R&D to bring forth people, process and technology enhancement ideas and assist with associated deployment. • Support customer renewal and reference programs. • Responsible for managing customer tax account escalations and resolving complex customer problems • Acts as the tax account subject matter expert for assigned customers and demonstrate knowledge of OSV services and processes to advise customers on tax best practices. • Perform ongoing gap analyses and identifies solutions to ensure OSV delivers quality services. • Proactively lead roadmap planning to ensure year-end and quarter-end processing is managed effectively.

🎯 Requirements

• Bachelor's degree required • 4+ years of experience in Maintenance and/or Managed Services as well as customer relationship management role • Functional knowledge of human resources outsourcing with emphasis on tax • Proficiency in MS Office applications (Word, Excel, PowerPoint, Visio)

🏖️ Benefits

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