Lead Tax Filing and Rejection Specialist

OneSource Virtual

. Provide subject matter expertise and guidance to Tax Filing and Rejection team members .

Posted 9/23/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Payroll and Payroll Tax functions, with a strong understanding of payroll tax rules and data management processes. Proficient in root cause analysis and quality assurance principles, while effectively managing multiple tasks and projects.

Highest-signal resume keywords

Payroll Tax ExperienceRoot Cause AnalysisAdvanced Excel SkillsQuality Assurance PrinciplesERP Systems Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll Tax FunctionsTax Data ManagementMultistate Tax RulesSUI RequirementsRoot Cause AnalysisQuality Assurance TechniquesAdvanced ExcelMicrosoft Office SuitePayroll Tax OutsourcingTax Agency Knowledge

Soft Skills

Analytical SkillsProblem-Solving SkillsOrganizational SkillsTime Management SkillsVerbal Communication SkillsWritten Communication Skills

Tools & Technologies

ERP SystemsWorkdayPeopleSoft

Certifications & Qualifications

Associate Degree

Industry Keywords

Tax FilingRejection ManagementProcess ImprovementError PreventionAutomation Opportunities

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Provide subject matter expertise and guidance to Tax Filing and Rejection team members
Support high-touch or high-profile accounts, special projects, and daily tasks
Assist with aged, reopened, complex, or escalated cases
Create guides and SOPs for filing error resolution
Support quality assurance by flagging cases for review and identifying first-touch closure opportunities
Review and analyze employer- and employee-level tax and payroll data
Identify process improvements and contribute to enhancement requests
Report trends and recurring issues to leadership
Deliver timely and accurate tax support to internal and external customers
Create or contribute to Filing/Rejection-related root cause analyses
Collaborate with Account Health on error prevention and rejection reduction
Identify automation opportunities for Filing/Rejection processes
Foster team efficiency, consistency, collaboration, and performance

Requirements

What you’ll need

Associate degree
2+ years of payroll tax experience
Working knowledge and language of Payroll and Payroll Tax functions
Experience and knowledge of all tax agencies and tax types
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
Root cause analysis skills
Advanced Excel skills and proficiency in Microsoft Office Suite
Experience with ERP systems such as Workday, PeopleSoft, or similar platforms preferred
Payroll tax outsourcing experience preferred
Strong analytical, problem-solving, organizational, and time management skills
Excellent verbal and written communication skills
Ability to manage multiple tasks, projects, and deadlines
Ability to maintain confidentiality when handling sensitive issues

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities
Opportunities to learn and share ideas
Creative collaboration
Recognition/reward for innovative thinking and hard work