Daily Tax Processor

OneSource Virtual

4d•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. Find your company’s solution at www.onesourcevirtual.com. Summary The Tax Processing Team is responsible for overseeing nightly customer tax batch processing, ensuring accuracy in tax code configurations and employer profile setup across multiple jurisdictions. This role proactively identifies and resolves tax setup discrepancies before they impact downstream filing, payment, or reporting processes. This position drives accuracy and integrity of tax setup data, troubleshoots complex exceptions, and partners with internal teams to ensure smooth, error-free tax processing for customers. The Daily Tax Processor is responsible for ensuring that data management for assigned jurisdictions is complete and accurate to assist with timely, accurate filings and payments.

Requirements

High School diploma Required
2+ years of experience in payroll tax or customer service, preferably in a payroll outsourcing environment
Working knowledge of payroll and payroll tax concepts
Associate degree
Experience with ERP or payroll systems such as Workday, PeopleSoft, Salesforce
Strong problem-solving and analytical skills, with a passion for resolving complex issues proactively
Excellent verbal and written communication skills
High attention to detail, strong organizational skills, and a commitment to accuracy
Ability to manage multiple tasks and deadlines in a fast-paced, evolving environment
Comfortable working with limited information and determining resolution paths based on root cause analysis
Self-directed with the ability to take initiative and manage work independently
Strong time management and prioritization skills
Proficiency in Microsoft O􀆯ice Suite, with strong Excel skills required
Working knowledge of payroll tax rules, especially in multistate jurisdictions and SUI regulations
Flexible and adaptable in a changing environment
Collaborative mindset with the ability to foster effective working relationships and promote team spirit and contribute to a high-performing team-based culture
Customer Service

Nice To Haves

Associate's Degree

Responsibilities

Process nightly/daily tax integration files by creating and staging customer tax setup packets for review and downstream processing.
Research and resolve discrepancies identified during daily tax integrations, proactively addressing data mismatches, missing information, or configuration issues before they impact tax filings or payments.
Map new tax codes imported through the tax integrations, ensuring accurate alignment between Workday, TaxEx, and other internal systems.
Set up, map, and validate new tax codes — including combined codes — daily to support accurate jurisdictional reporting and employer tax configuration.
Monitor Estimated Tax Payments and prepaid liabilities; process applicable transactions to ensure accurate, timely remittance.
Maintain accuracy of employer profile data by validating tax frequencies, payment methods, and filing requirements, and updating these configurations as changes occur.
Process Manual Tax batches based on tasks, cases, or emails.
Work closely with cross-functional teams (Tax Operations, Compliance, Service Readiness, Development, to troubleshoot and resolve tax setup issues impacting nightly batch processing or filings.
File tax setup packets and related documentation in designated shared folders; maintain orderly and accurate records to support audit, compliance, and operational tracking.
Enter Tax Credits requested via case from the customer (GA R D, GA JTC, GA ER AS, IA SJC, IA NJC, FE UTT, FE AGLTLI, FE QSBPTC)
Serve as a quality gatekeeper by ensuring all tax codes are accurately configured