Customer Tax Account Specialist

OneSource Virtual

. Serve as the named Specialist for assigned Canadian Payroll Tax customers and initiate and maintain ongoing customer relationships through regular contact .

Posted 10/5/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Canadian Payroll Tax processes, including T4, T4A, and Releve filings, while effectively managing customer relationships and communication. Proficient in maintaining service level agreements and ensuring accuracy in payroll tax compliance.

Highest-signal resume keywords

Canadian Payroll Tax ExperienceT4, T4A, Releve 1 & 2 FilingsMicrosoft Office Suite ProficiencyCustomer Communication SkillsPayroll Compliance Professional (PCP) Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Canadian Multi-Jurisdiction Payroll TaxPayroll Tax FilingsYear-End ActivitiesResearch and TroubleshootingCase Management

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationAbility to Manage Multiple Priorities

Tools & Technologies

Workday PayrollWorkday TaxSalesforceMicrosoft OutlookMicrosoft TeamsMicrosoft Excel

Certifications & Qualifications

Payroll Compliance Professional (PCP)Payroll Leadership Professional (PLP)

Industry Keywords

CRA RemittancesRevenu Quebec RemittancesCPP/QPPEIQPIP

About the role

Key responsibilities & impact

Serve as the named Specialist for assigned Canadian Payroll Tax customers and initiate and maintain ongoing customer relationships through regular contact
Manage and respond to customer cases daily within established Service Level Agreements (SLAs), maintaining accurate notes and timely closure
Process payroll tax filings and year-end activities for T4, T4A, Releve 1 and 2, including amendments
Support customers via phone and lead customer calls as needed
Respond to escalated cases from internal stakeholders
Partner with peers and customer team partners to resolve customer requests and stabilize service delivery
Maintain accuracy and timeliness SLAs, meet quality and production scorecard targets, and follow security protocols to safeguard confidential customer data

Requirements

What you’ll need

High School Diploma or Equivalent
2+ years of Canadian payroll or payroll tax experience involving research, troubleshooting, and employee/customer support
Demonstrated knowledge of Canadian multi-jurisdiction payroll tax, including CRA and Revenu Quebec remittances, CPP/QPP, EI, QPIP, and year-end T4, T4A, and Releve 1 & 2 activities
Proven ability to manage multiple priorities
Comfort with phone-based customer communication, including leading customer calls
Strong written and verbal communication skills
Proficiency with Microsoft Office Suite, particularly Outlook, Teams, and Excel, including pivot tables
Preferred: Experience with Workday Payroll or Workday Tax
Preferred: PCP (Payroll Compliance Professional) or PLP (Payroll Leadership Professional) designation through the National Payroll Institute
Preferred: Experience in an outsourcing or shared services environment
Preferred: Experience with Salesforce or similar case management tools
Preferred: Bilingual French and English communication skills
Preferred: Associate's degree or higher in Accounting, Business, or a related field

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities