Canada Customer Tax Account Specialist

OSV

10d•Remote

About The Position

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 Customer Tax Account Specialist is responsible for providing Canada payroll tax services and customer support to a defined book of OneSource Virtual customers. This role manages daily case work, leads customer calls as needed, processes tax remittances in a timely and accurate manner, and processes year-end T4, T4A, and Releve 1 and 2 activities.

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

Nice To Haves

Experience with Workday Payroll or Workday Tax
PCP (Payroll Compliance Professional) or PLP (Payroll Leadership Professional) designation through the National Payroll Institute
Experience in an outsourcing or shared services environment
Experience with Salesforce or similar case management tools
Bilingual French and English communication skills
Associate's degree or higher in Accounting, Business, or a related field

Responsibilities

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 the payroll tax filing and year-end activities for T4, T4A, Releve 1 & 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