Tax Data Specialist

OneSource Virtual

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

Posted 10/6/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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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 utilizing 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 ExcelMulti-Jurisdictional Tax KnowledgeCustomer Case ManagementEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll Tax Data ManagementData AnalysisTax Code SetupTax Profile UpdatesDocumentationResearch SkillsPrioritizationProblem ResolutionQuality Standards ComplianceService Level Adherence

Soft Skills

Highly OrganizedDetail-OrientedExcellent Written CommunicationExcellent Verbal CommunicationEffective Virtual Collaboration

Tools & Technologies

Microsoft ExcelPower BIReporting Tools

Certifications & Qualifications

Associate Degree or Equivalent Experience

Industry Keywords

Payroll Tax ConceptsMulti-Jurisdictional RequirementsTax OperationsData-Intensive Service EnvironmentConfidentiality

About the role

Key responsibilities & impact

Own and maintain 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
Provide professional support for 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 corrections or escalations
Use established outreach and escalation processes, set clear 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 established 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
Demonstrated 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 may be needed during critical business periods
No direct people-management responsibility required

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities
Opportunities to learn and share ideas
Remote work arrangement
Schedule flexibility during critical business periods, consistent with company policy and applicable law