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OneSource Virtual

Tax Account Manager

OneSource Virtual

. Enhance and maintain customer relationships through regular engagement, customer analytics reviews, ROI attainment, and roadmap planning .

Posted 9/29/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in customer relationship management, particularly in human resources outsourcing and tax best practices. Proficient in managing customer engagements, analyzing service delivery metrics, and leading operational improvements.

Highest-signal resume keywords
Customer Relationship ManagementHuman Resources OutsourcingTax Best PracticesProject ManagementAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer AnalyticsGap AnalysisService Delivery MetricsROI AttainmentPayroll ManagementGarnishments ManagementDocumentation SkillsWorkday ProficiencyOSV Service KnowledgeMethodologies Knowledge
Soft Skills
Interpersonal SkillsCommunication SkillsPresentation SkillsCustomer Service OrientationConfidence in Customer Interactions
Tools & Technologies
MS OfficeWorkdayOSV BPaaS Processes
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Customer Engagement ManagementHR Services IndustryService Delivery SupportAccount Executive ExperienceOperational Reporting

About the role

Key responsibilities & impact
  • Enhance and maintain customer relationships through regular engagement, customer analytics reviews, ROI attainment, and roadmap planning
  • Serve as an operations customer advocate and liaison across OSV for customer changes involving banks, companies, and ADM
  • Build relationships with SDM, CSM, and Account Executive teams to understand customer requirements and business drivers
  • Serve as the primary tax point of contact for customer resources
  • Ensure effective communication and handoffs within service delivery support teams
  • Prepare recurring operations reports with payroll and garnishments teams
  • Narrate the strategic value and ROI of OSV services, service delivery metrics, KPIs, and SLAs
  • Solicit customer feedback and identify strategic and tactical objectives
  • Communicate changes to services, technology platforms, and products
  • Partner with Customer Teams, Product, and R&D on people, process, and technology enhancements and deployment
  • Support customer renewal and reference programs
  • Manage customer tax account escalations and resolve complex customer problems
  • Act as the tax account subject matter expert and advise customers on tax best practices
  • Perform gap analyses and identify solutions to ensure quality service delivery
  • Lead roadmap planning for effective year-end and quarter-end processing

Requirements

What you’ll need
  • Bachelor's degree
  • 4+ years of experience in Maintenance and/or Managed Services and customer relationship management
  • Functional knowledge of human resources outsourcing with emphasis on tax
  • Proficiency in MS Office applications (Word, Excel, PowerPoint, Visio)
  • Extensive experience managing customer relationships with confidence and presence when dealing with customers and executives
  • Strong analytical and problem-solving skills
  • Strong interpersonal, communication, and presentation skills
  • Excellent project management and documentation skills
  • Customer service orientation
  • Ability to use Workday and OSV Service knowledge to provide best-practice recommendations
  • Knowledge of current methodologies, technologies, services, and tools
  • Preferred: Experience with internal OSV BPaaS processes and procedures
  • Preferred: Extensive Workday exposure in a services bureau or customer environment
  • Preferred: Functional knowledge of HR outsourcing with emphasis on payroll and garnishments
  • Preferred: Prior HR services portfolio management, Customer Engagement Management, or Account Executive experience in the HR Services Industry

Benefits

Comp & perks
  • Values-based culture
  • Upward mobility
  • Professional development opportunities
  • Opportunities to learn and share ideas
  • Creative collaboration
  • Recognition/reward for innovative thinking, fresh perspectives, creative collaboration, and hard work