[Hiring] TaxEx SaaS Implementation Lead @OSV

Role Description

The TaxEx SaaS Implementation Lead is responsible for the successful onboarding of every TaxEx customer — from initial discovery through go-live. This role requires deep payroll tax expertise combined with strong project management and consultative skills, applied to translate each customer's organizational structure, jurisdictional requirements, and tax data into a precisely configured TaxEx environment.

As an early-stage SaaS business, TaxEx is building its implementation practice in parallel with its customer base. This role is responsible for executing implementations with precision while contributing to the development of methodologies, documentation, and product intelligence that will define how TaxEx scales its implementations.

Qualifications

• 10+ years in payroll, payroll tax, or tax operations with multi-jurisdictional expertise.
• Deep, current knowledge of payroll tax regulations, agency requirements, and filing and payment processes across multiple jurisdictions.
• Hands-on experience configuring or implementing payroll tax software — system setup, data loading, tax code mapping, and filing hierarchy configuration.
• Strong analytical ability: able to assess complex tax datasets for accuracy, gaps, and proper structure.
• Clear communicator — able to translate technical and tax concepts for both technical teams and non-technical customer stakeholders.
• Self-starter comfortable with building processes in ambiguous, early-stage environments.
• Demonstrated ability to collaborate across functions — including Engineering, Product, and Compliance — to drive customer outcomes.
• Consultative nature — able to be a trusted advisor to customers, guiding them through complex configuration and data decisions with clarity and credibility.

Requirements

• Experience with HCM platforms (UKG, SAP SuccessFactors, Workday, Dayforce, PeopleSoft, ADP) in implementation contexts.
• Background with HCM resellers, payroll service bureaus, or multi-client payroll environments.
• Familiarity with SaaS implementation methodologies or project management frameworks (PMP, Agile).
• Experience with TaxEx or comparable end-to-end payroll tax filing, reconciliation, and treasury platforms.
• 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.