[Hiring] TaxEx Platform SME & Knowledge Expert @OSV

Role Description

The TaxEx SaaS SME & Knowledge Expert is TaxEx’s internal authority on payroll tax. This role is deployed where the depth of tax expertise creates the most leverage:

• Complex configuration decisions
• Escalated issues
• High-stakes pre-sales conversations
• Product advisory

The SME is available to Implementation, Enablement, Sales, and Product whenever a genuine tax authority is required. This role also carries responsibility for the long-term knowledge and health of the team. Working closely with the TaxEx Training team, the SME ensures that complex tax knowledge is translated into training content, configuration guides, and decision frameworks that scale beyond any single conversation.

Qualifications

• 12+ years in payroll, payroll tax, or tax operations with mastery of multi-jurisdictional payroll tax regulations, agency requirements, and filing and payment processes.
• Deep, current knowledge of federal, state, and local payroll tax regulations and how they map to software configuration decisions and customer/market challenges.
• Hands-on experience with payroll tax or HCM software at a functional depth beyond end-user familiarity.
• Demonstrated ability to translate complex tax knowledge into clear, credible communication for diverse audiences.
• Experience in customer-facing or advisory roles, with the presence to influence high-stakes product decisions.
• Direct experience with TaxEx or comparable end-to-end payroll tax filing, impoundment, payment, and reconciliation platforms.

Requirements

• Experience with HCM platforms (UKG, SAP SuccessFactors, Workday, PeopleSoft) in payroll tax configuration contexts.
• Background working with HCM resellers, payroll service bureaus, or multi-employer environments.
• Experience in software UAT in a tax or compliance product context.
• Exposure to SaaS sales cycles, pre-sales engineering, or solution consulting.
• Professional certification: CPP (Certified Payroll Professional) or FPC.
• Bachelor's degree in Business, Accounting, Finance, or related field.

Benefits

• Encouragement to learn and share ideas.
• Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work.
• Values-based culture with upward mobility.
• Professional development with opportunities of all kinds.