Tax Consultant

OneSource Virtual

. Engage with customers and deployment partners to understand and define requirements and guide customers through implementation of OSV tax services .

Posted 10/8/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax implementation projects, including configuration of TaxEx and ERP HR/Payroll systems. Strong focus on customer service, project management, and effective communication to ensure successful project delivery.

Highest-signal resume keywords

TaxEx ConfigurationProject ManagementERP HR/Payroll SystemsCustomer ServiceEffective Consulting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ImplementationData AnalysisProject PlanningService DeliveryData Integrity

Soft Skills

OrganizedDetail-OrientedStrong Communication

Tools & Technologies

WorkdayPeopleSoft

Certifications & Qualifications

Business Degree

Industry Keywords

Payroll TaxFinancial ImplementationsCustomer EngagementImplementation Guidance

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Engage with customers and deployment partners to understand and define requirements and guide customers through implementation of OSV tax services
Configure the TaxEx application according to customer requirements
Identify and analyze tax needs and data requirements
Work with customers to identify and resolve issues that could impact project scope or service delivery
Lead tax implementation projects from start to finish
Consult with customers on data integrity issues
Conduct checkpoints with customers for timely tax service delivery and outstanding project documents
Conduct customer calls clearly and concisely
Ensure customer projects are planned and properly monitored
Partner with internal OSV teams to support successful customer transitions to Operations

Requirements

What you’ll need

Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications with tax specific configuration experience
3-5 years project management experience with Payroll, Payroll Tax or Financial implementations
Effective consulting experience
Ability to collaborate with customers to define project expectations and ensure consistency with strategic direction
Must be organized and detail-oriented
Strong written and verbal communication skills
Passion for customer service
Business Degree preferred

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