[Hiring] Tax Data Specialist Lead @OSV

Role Description

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.

• 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

Qualifications

• 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

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 environment
• Working knowledge of tax rules and requirements
• Analytical skills; strong research and follow-up skills
• Customer service oriented is a must

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
• Values-based culture
• Upward mobility
• Professional development with opportunities of all kinds