Tax Data Specialist

OneSource Virtual

. Serve as the primary tax contact for an assigned customer portfolio during the transition period .

Posted 10/12/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in U.S. federal, state, and local payroll tax concepts, with a strong focus on data accuracy and effective communication. Capable of managing customer inquiries and facilitating meetings while ensuring compliance and timely resolution of tax-related issues.

Highest-signal resume keywords

Payroll Tax KnowledgeMicrosoft Excel ProficiencyCustomer Relationship ManagementAnalytical Problem-SolvingEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll Tax ConceptsData AnalysisReconciliationTax Profile ManagementIssue Resolution

Soft Skills

Attention to DetailOrganizational SkillsTime ManagementAdaptabilityCollaboration

Certifications & Qualifications

Associate Degree

Industry Keywords

Multi-Jurisdictional RequirementsCustomer OnboardingTax ServicesQuality StandardsProductivity Standards

About the role

Key responsibilities & impact

Serve as the primary tax contact for an assigned customer portfolio during the transition period
Manage customer cases, tasks, and inquiries, ensuring timely resolution and communication
Lead customer meetings and support payroll tax transition activities
Review and maintain tax profiles, setups, tax rates, and related customer data
Research and resolve payroll tax data, configuration, and reconciliation issues
Process profile update requests and maintain accurate records across tax systems
Partner with internal teams to support successful customer onboarding and transition to Tax Services
Recommend process, documentation, and knowledge resource improvements
Meet established quality, productivity, and customer service standards
Contribute to team initiatives, special projects, and other duties as assigned

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 analyzing payroll tax data, performing reconciliations, identifying variances, and supporting issue resolution
Ability to manage multiple priorities and deadlines while producing accurate, well-documented work
Highly organized and detail-oriented
Excellent written and verbal communication skills
Strong presentation and communication skills
Ability to confidently facilitate customer meetings and discuss payroll tax processes, issues, and resolutions
Attention to detail and commitment to data accuracy
Analytical research, problem-solving, and follow-through
Effective case, task, time, and priority management
Independent ownership and cross-team collaboration
Adaptability, accountability, discretion, and sound judgment

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities
Opportunities to learn and share ideas
Creative collaboration
Opportunities to contribute innovative thinking and fresh perspectives