Tax Data Specialist Lead

OSV

12d•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. 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.

Requirements

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
Associate's 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.

Nice To Haves

Payroll Tax outsourcing experience preferred

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