[Hiring] Tax Filing and Rejection Specialist Lead @OSV

Role Description

The Tax Filing and Rejection Specialist Lead serves as a key support resource for the Tax Filing and Rejection teams, providing guidance on complex issues, assisting with queue and escalation management, and acting as a subject matter expert. This role functions as the first line of support for team questions and ensures timely and accurate resolution of filings and customer inquiries. The Lead plays a critical role in fostering team efficiency, consistency, and overall success.

• Provide subject matter expertise by guiding team members, answering questions, supporting high-touch or high-profile accounts, and assisting with special projects and daily tasks.
• Be available to assist with aged, reopened, complex, or escalated cases for timely resolution.
• Create guides and SOPs for filing error resolution.
• Assist with quality assurance efforts by flagging cases for review and identifying opportunities for first-touch closure.
• Review and analyze tax and payroll data at the employer and employee levels, understanding how they affect filing.
• Identify process improvement opportunities, contribute to the enhancement request process, and report trends or recurring issues to leadership.
• Deliver professional, timely, and accurate tax support to both internal and external customers, while maintaining strong working relationships.
• Contribute to a collaborative, positive, high-performing team environment aligned with OSV’s service standards.
• Create or contribute to Filing/Rejection related RCAs where needed.
• Collaborate with the Account Health team on error prevention strategies and ways to reduce rejections.
• Identify automation opportunities to improve Filing/Rejection processes.

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
• Experience and knowledge of all tax agencies and tax types

Requirements

• 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

• Encouragement to learn and share ideas
• Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work
• Values-based culture
• Upward mobility and professional development opportunities