Tax Data Specialist Lead

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

Summary

The Tax Data Specialist Lead is responsible for supporting the Tax Data Specialist team with queue management, escalation management and as a subject matter expert and first line of approach for resolution of team questions.

Responsibilities

- Queue management support, backing up other team members, addressing workload balancing, and case assignment or redistribution
- Escalation assistance and review/assistance of Sev 1 and 2 cases
- Review cases and flag for QA review
- Review reopened cases to identify opportunities for first-touch closure
- Review aged cases for the opportunity to resolve
- Assisting team members with PBI report review and resolution
- Support and/or assignment of high-touch/high-profile customers
- Support team with enhancement identification and enhancement process
- Report back trends and opportunities to leadership
- Assumes other duties as assigned by the Manager
- Provide outstanding tax service support to OSV customers
- Meet strict deadlines for monthly, quarterly, and ad hoc reports and data inquiries to support business needs
- As a functional subject matter expert, provide directions, instructions, and/or training to the team
- Assist the team as needed with daily tasks and assist with special team projects
- Provide professional and timely responses to internal and external customers
- Meet quality and production metrics outlined for the position
- Contribute to a positive, collaborative work environment
- Establish and maintain relationships with customers and internal teams to ensure delivery of high-quality services and products to internal and external customers
- Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process
- Analysis of tax/payroll data on the employer and employee level

Competencies

- Must have knowledge of QA programs and techniques
- Must value and promote team spirit and exhibit professionalism within the workplace
- Must be able to cope in fast-paced, demanding environment and manage sensitive, confidential issues
- Strong communication and written skills
- Ability to establish and maintain effective working relationships
- High energy
- Proficient in Microsoft Office Suite
- Excel proficiency a must
- Data Analytics
- Attention to Detail
- Strong time management skills
- Ability to manage multiple projects with various deadlines in a fast paced work enviornment
- Working knowledge of tax rules and requirements
- Analytical skills; strong research and follow up skills
- Customer service oriented is a must

Qualifications

Education/Certification Requirement

- Associate's degree

Required

- Associates degree or higher (or experience equivalent)
- 3-5 years of Payroll Tax experience
- Candidate must be organized, detail-oriented, and have strong written and verbal communication skills.
- Working knowledge and background of multistate tax jurisdiction.

Preferred

- Payroll Tax outsourcing experience preferred

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration , and hard work. As an organization experienc ing routine strategic growth, we are always on the lookout for intelligent, talented , and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility , and professional development with opportunities of all kinds.