Tax Filing and Rejection 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.

The Tax Filing and Rejection Specialist Lead serves as a key support resource for the Tax Filing and Rejection teams, providing guidance on complex issues, assisting with queue and escalation management, and acting as a subject matter expert. This role functions as the first line of support for team questions and ensures timely and accurate resolution of filings and customer inquiries. The Lead plays a critical role in fostering team efficiency, consistency, and overall success.

Essential Job Functions:

- Provide subject matter expertise by guiding team members, answering questions, supporting high-touch or high-profile accounts, and assisting with special projects and daily tasks.
- Be available to assist with aged, reopened, complex, or escalated cases for timely resolution.
- Create guides and SOPs for filing error resolution.
- Assist with quality assurance efforts by flagging cases for review and identifying opportunities for first-touch closure.
- Review and analyze tax and payroll data at the employer and employee levels, understanding how they affect filing.
- Identify process improvement opportunities, contribute to the enhancement request process, and report trends or recurring issues to leadership.
- Deliver professional, timely, and accurate tax support to both internal and external customers, while maintaining strong working relationships.
- Contribute to a collaborative, positive, high-performing team environment aligned with OSV’s service standards.
- Create or contribute to Filing/Rejection related RCAs where needed.
- Collaborate with the Account Health team on error prevention strategies and ways to reduce rejections.
- Identify automation opportunities to improve Filing/Rejection processes.

Competencies:

- Self-motivated and proactive, with the ability to take initiative, lead tasks, and drive work forward independently
- Strong analytical and problem-solving skills with a data-driven mindset and keen attention to detail
- Skilled in root cause analysis and comfortable making decisions with limited information
- Proven ability to manage multiple tasks, projects, and deadlines in a fast-paced, high-demand environment
- Strong understanding of payroll tax rules, including multistate and SUI requirements, and tax data management processes
- Knowledge of quality assurance principles, techniques, and best practices
- Excellent verbal and written communication skills with a strong focus on customer service and internal collaboration
- Professional, dependable, and able to maintain confidentiality in handling sensitive issues
- Strong organizational and time management skills with a focus on prioritization and follow-through
- Collaborative and team-oriented, with the ability to build effective relationships and contribute to a high-performing culture
- Proficient in Microsoft Office Suite, with advanced Excel skills required

Supervisory Responsibility:

None

Qualifications:

- Associate degree
- 2+ years of payroll tax experience
- Payroll tax outsourcing experience preferred
- Working knowledge and language of Payroll and Payroll Tax functions
- Experience with ERP systems such as Workday, PeopleSoft, or similar platforms preferred
- Experience and knowledge of all tax agencies and tax types

#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.