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Tax Account Manager

Job not on LinkedIn

🔥 9 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

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Logo of OneSource Virtual

OneSource Virtual

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

• Enhance and maintain customer relationships through regular engagement, customer analytics reviews, ROI attainment, and roadmap planning • Serve as an operations customer advocate and liaison across OSV for customer changes involving banks, companies, and ADM • Build relationships with SDM, CSM, and Account Executive teams to understand customer requirements and business drivers • Serve as the primary tax point of contact for customer resources • Ensure effective communication and handoffs within service delivery support teams • Prepare recurring operations reports with payroll and garnishments teams • Narrate the strategic value and ROI of OSV services, service delivery metrics, KPIs, and SLAs • Solicit customer feedback and identify strategic and tactical objectives • Communicate changes to services, technology platforms, and products • Partner with Customer Teams, Product, and R&D on people, process, and technology enhancements and deployment • Support customer renewal and reference programs • Manage customer tax account escalations and resolve complex customer problems • Act as the tax account subject matter expert and advise customers on tax best practices • Perform gap analyses and identify solutions to ensure quality service delivery • Lead roadmap planning for effective year-end and quarter-end processing

🎯 Requirements

• Bachelor's degree • 4+ years of experience in Maintenance and/or Managed Services and customer relationship management • Functional knowledge of human resources outsourcing with emphasis on tax • Proficiency in MS Office applications (Word, Excel, PowerPoint, Visio) • Extensive experience managing customer relationships with confidence and presence when dealing with customers and executives • Strong analytical and problem-solving skills • Strong interpersonal, communication, and presentation skills • Excellent project management and documentation skills • Customer service orientation • Ability to use Workday and OSV Service knowledge to provide best-practice recommendations • Knowledge of current methodologies, technologies, services, and tools • Preferred: Experience with internal OSV BPaaS processes and procedures • Preferred: Extensive Workday exposure in a services bureau or customer environment • Preferred: Functional knowledge of HR outsourcing with emphasis on payroll and garnishments • Preferred: Prior HR services portfolio management, Customer Engagement Management, or Account Executive experience in the HR Services Industry

🏖️ Benefits

• Values-based culture • Upward mobility • Professional development opportunities • Opportunities to learn and share ideas • Creative collaboration • Recognition/reward for innovative thinking, fresh perspectives, creative collaboration, and hard work

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