Tax Data Specialist

OneSource Virtual

. Maintain and update assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes .

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 managing customer tax profiles, including payroll tax data management and compliance with U.S. federal, state, and local tax regulations. Proficient in using Excel and reporting tools to analyze data and support decision-making while maintaining high standards of accuracy and organization.

Highest-signal resume keywords

Payroll Tax ManagementData Analysis with ExcelTax Profile UpdatesCustomer CommunicationMulti-Jurisdictional Tax Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Payroll Tax Data ManagementData AnalysisTax Profile UpdatesMulti-Jurisdictional Tax KnowledgeDocumentation SkillsResearch SkillsProblem ResolutionProcess ImprovementTax-Code SetupFiling Frequencies

Soft Skills

Highly OrganizedDetail-OrientedExcellent Communication SkillsAbility to Manage Multiple PrioritiesEffective Virtual Collaboration

Tools & Technologies

Microsoft ExcelPower BIReporting Tools

Certifications & Qualifications

Associate Degree or Equivalent Experience

Industry Keywords

Payroll TaxTax OperationsCustomer Tax ProfilesComplianceData-Intensive Service Environment

About the role

Key responsibilities & impact

Maintain and update assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes
Process accurate and timely tax profile updates within approved systems and tools
Manage assigned customer cases and internal tasks from intake through resolution, including prioritization, research, documentation, communication, follow-up, closure, or transfer
Support tax profile questions, tax-code setup needs, general payroll tax inquiries, and customer-reported data concerns
Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies
Identify conditions that may affect funding, payments, filings, reconciliation, or customer reporting and initiate correction or escalation
Use outreach and escalation processes, set expectations, and provide complete handoffs when specialized ownership is required
Collaborate across Tax Operations and use Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions
Meet service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs
Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate OSV values

Requirements

What you’ll need

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 organize, compare, filter, and analyze data
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
Payroll tax outsourcing or managed-services experience preferred
Experience in payroll tax, payroll operations, tax data management, or a comparable data-intensive service environment preferred
Reliable attendance, sustained focus, confidentiality, and effective virtual collaboration
Schedule flexibility during critical business periods may be required
No direct people-management responsibility

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities
Training opportunities
Opportunities to learn and share ideas
Flexible schedule may be needed during critical business periods, consistent with company policy and applicable law