[Hiring] Transitions Tax Data Specialist @OSV

Role Description

The Transitions Tax Data Specialist serves as the primary tax specialist for customers during the first quarter of their Tax Services. This role partners with customers and internal teams to support a smooth transition to OneSource Virtual's payroll tax services by managing cases, researching payroll tax issues, coordinating resolutions, and maintaining accurate tax data.

• Establish and review tax profile data.
• Process customer-requested updates.
• Research tax information from federal, state, and local agencies.
• Support customer transition activities.
• Lead customer meetings and facilitate discussions on tax processes and requirements.
• Collaborate with cross-functional teams to support successful customer onboarding.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.
• Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements.
• Proficiency with Microsoft Excel, including the ability to analyze payroll tax data, perform reconciliations, identify variances, and support issue resolution.
• Demonstrated ability to manage multiple priorities and deadlines while producing accurate, well-documented work.
• Highly organized and detail-oriented, with excellent written and verbal communication skills.
• Strong presentation and communication skills, with the ability to confidently facilitate customer meetings and discuss payroll tax processes, issues, and resolutions.

Requirements

• Attention to detail and commitment to data accuracy.
• Analytical research, problem-solving, and follow-through.
• Clear, professional, customer-focused communication.
• Effective case, task, time, and priority management.
• Independent ownership and cross-team collaboration.
• Adaptability, accountability, discretion, and sound judgment.

Benefits

• Values-based culture.
• Upward mobility and professional development opportunities.
• Encouragement of innovative thinking and creative collaboration.