OneSource Virtual

Tax Data Specialist Lead

OneSource Virtual • $75K — $95K *
US-Anywhere
+ 2 other locationsRemote
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Associate's degree or higher (or equivalent experience)
  • 3-5 years of Payroll Tax experience
  • Strong written and verbal communication skills
  • Experience in multistate tax jurisdictions
  • Organized and detail-oriented

Responsibilities

  • Manage team queue and workload balancing
  • Assist with escalations and review high-severity cases
  • Review cases for quality assurance flags
  • Identify opportunities for case closure on reopened cases
  • Support with data analysis and reporting
  • Provide exceptional service to high-profile customers
  • Contribute to team enhancements and process improvements

Benefits

  • Remote work flexibility
  • Collaborative work environment
  • Opportunities for professional development and training
  • Exposure to various tax processes across jurisdictions
  • Engagement with high-profile clients
Full Job Description
Summary

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.

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 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 Manager
  • Provide outstanding tax service support to OSV customers
  • Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs
  • As functional subject matter expert, provide directions, instructions and/or training to team
  • Assist team as needed with daily task and assist with special team projects
  • Provide professional and timely responses to internal and external customers
  • Meet quality and production metrics outlined for position
  • Contribute to a positive, collaborative work environment
  • Establish and maintain relationship 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


Competencies
  • 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


Qualifications

Education/Certification Requirements
  • Associate's degree


Required
  • Associates 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.


Preferred
  • Payroll Tax outsourcing experience


#LI-REMOTE

About OneSource Virtual

OneSource Virtual is a cloud-based business process outsourcing and consulting services company. The company provides services in various areas, including finance and accounting, human resources, and information technology. OneSource Virtual was founded in 2008 and is based in Dallas, Texas.
Learn more about OneSource Virtual
Size
1,000 employees
Industry
Information Technology
Founded
1990
* Ladders Estimates

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