Consulting Services Team Lead, Tax

OneSource Virtual

8d•Remote

About The Position

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. The Consulting Services Team Lead guides a functional team and collaborates with cross-functional teams to deliver high-quality onboarding and post-production cases and projects. As the primary escalation point for issues, this role applies deep OSV service and system knowledge to enhance service consulting and delivery, ensuring alignment with enterprise goals. With a strong grasp of the OSV services, systems, and processes, the Team Lead proactively identifies risks, resolves issues, and mentors junior team members. This position plays a key role in driving initiatives and delivering scalable, effective solutions across the team and functional area.

Requirements

Bachelor's degree or equivalent experience
Four or more years of progressive experience in tax consulting, tax operations, or a related advisory role, with proven success in complex engagements
Expertise with Workday or other HRIS platform
Mentoring or leadership experience
Excellent customer service skills
Proficiency in Microsoft Office (Word, Excel, Outlook)

Nice To Haves

Experience configuring company tax in TaxEx, Workday, PeopleSoft, or similar ERP HR/Payroll systems

Responsibilities

Assist the team with training & process updates.
Experience coordinating project deliverables.
Partner with our internal teams & Leaders on any process improvements.
Mentoring the team & managing performance.
Effective problem solver for internal peers and cross-functional teams.
Review & provide suggestions on the Services on-boarding methodology.
Assist in discussions, outlining processes & documentation for any new OSV service offerings.
Administer yearly goal setting/performance review criteria & conduct discussions with the team.
Work effectively with others in a team-oriented environment to meet customer expectations.
Assist the Manager with project assignments and resource management.
Lead efforts to continue to improve processes and efficiencies for the team and related areas.
Participate in Projects as a Service Consultant to support our teams and customers.
Other duties as assigned by management.