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Customer Tax Account Specialist

🔥 22 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

đź’° Tax

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

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đź‘» Ghost score 10%

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Logo of OneSource Virtual

OneSource Virtual

501 - 1000 employees

Founded 2008

đź’Ľ Consulting

🏥 Healthcare

📦 Logistics

đź’° 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.

đź“‹ 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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