Tax Data Specialist – Lead

🔥 18 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

💰 Tax

🦅 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

• Support the Tax Data Specialist team with queue management, escalation management, and subject-matter expertise • Manage workload balancing, case assignment, and redistribution • Assist with escalated Sev 1 and Sev 2 cases • Review cases for QA, reopened cases for first-touch closure opportunities, and aged cases for resolution • Assist team members with PBI report review and resolution • Support or assign high-touch/high-profile customers • Identify enhancements and support the enhancement process • Report trends and opportunities to leadership • Provide tax service support to OSV customers • Complete monthly, quarterly, and ad hoc reports and data inquiries by strict deadlines • Provide direction, instruction, and training as a functional subject matter expert • Assist with daily tasks and special team projects • Respond professionally and promptly to internal and external customers • Meet quality and production metrics • Establish and maintain customer and internal-team relationships • Collaborate with tax services and other internal teams on the payroll tax process • Analyze tax/payroll data at employer and employee levels

🎯 Requirements

• Associate's degree or higher (or experience equivalent) • 3-5 years of Payroll Tax experience • Working knowledge and background of multistate tax jurisdiction • Knowledge of QA programs and techniques • Proficiency in Microsoft Office Suite • Excel proficiency • Data analytics skills • Working knowledge of tax rules and requirements • Strong research and follow-up skills • Strong written and verbal communication skills • Ability to establish and maintain effective working relationships • Ability to manage sensitive, confidential issues in a fast-paced, demanding environment • Ability to manage multiple projects with various deadlines • Organized and detail-oriented • Customer-service orientation • Professionalism and ability to promote team spirit

🏖️ Benefits

• Values-based culture • Upward mobility • Professional development opportunities • Opportunities to learn and share ideas • Creative collaboration opportunities

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