[Hiring] Tax Data Management Lead @OSV

Role Description

The Tax Data Management Lead supports the Tax Data Management team by serving as a functional subject matter expert (SME) across tax data, proactive case processes, and robotic process automation (RPA). This role functions as a support for team questions and ensures timely and accurate resolution of customer inquiries. The Lead plays a critical role in fostering team efficiency, consistency, and overall success.

• Serve as a primary technical backup for the team, supporting daily team operations and performance monitoring.
• Launch, manage, and/or approve monthly and ad hoc mass proactive case campaigns across Tax using RPA tools, based on standard cycles, agency communications, and internal business needs.
• Act as a functional SME by providing direction, answering team questions, and assisting with training, documentation, and process improvement initiatives.
• Lead strategic analysis and reporting, identifying trends and opportunities, developing meaningful metrics and reporting, improving data consistency and case execution, and supporting additional projects and strategic initiatives as needed.
• Analyze and interpret tax and payroll data at the employer and employee level to identify data issues or opportunities for proactive resolution.
• Collaborate cross-functionally with internal departments and teams across the organization, serving as a subject matter resource for tax code setup, rate research, and other tax-related inquiries.
• Provide support and guidance to ensure accurate and compliant tax configurations.
• Assist team members with report interpretation (e.g., PBI) and resolution strategies to maintain accuracy and compliance.
• Provide timely, professional responses to both internal and external stakeholders to ensure high-quality service delivery.
• Identify trends and report recurring issues or opportunities for improvement to leadership.
• Contribute to special projects, team initiatives, and process enhancements aligned with department goals.
• Meet quality and productivity metrics while fostering a positive, collaborative team environment.

Qualifications

• Associate degree.
• 2+ years of payroll tax experience.
• Payroll tax outsourcing experience preferred.
• Working knowledge and language of Payroll and Payroll Tax functions.
• Experience with ERP systems such as Workday, PeopleSoft, or similar platforms preferred.

Requirements

• Proven experience with RPA and case automation tools, with the ability to manage complex batch-driven processes.
• Self-motivated and proactive, with the ability to take initiative, lead tasks, and drive work forward independently.
• Strong analytical and problem-solving skills with a data-driven mindset and keen attention to detail.
• Skilled in root cause analysis and comfortable making decisions with limited information.
• Proven ability to manage multiple tasks, projects, and deadlines in a fast-paced, high-demand environment.
• Strong understanding of payroll tax rules, including multistate and SUI requirements, and tax data management processes.
• Knowledge of quality assurance principles, techniques, and best practices.
• Excellent verbal and written communication skills with a strong focus on customer service and internal collaboration.
• Professional, dependable, and able to maintain confidentiality in handling sensitive issues.
• Strong organizational and time management skills with a focus on prioritization and follow-through.
• Collaborative and team-oriented, with the ability to build effective relationships and contribute to a high-performing culture.
• Proficient in Microsoft Office Suite, with advanced Excel skills required.

Benefits

• You are encouraged to learn and share ideas when you join the OneSource Virtual team.
• We reward innovative thinking, fresh perspectives, creative collaboration, and hard work.
• As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team.
• OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.