Tax Rejection Specialist

OneSource Virtual

. Participate in daily operations of the Tax Operations Services line .

Posted 11/12/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Payroll and Payroll Tax operations, with a strong focus on customer service, case management, and analytical problem-solving. Capable of effectively prioritizing tasks and collaborating across functional areas to resolve tax rejections and improve filing processes.

Highest-signal resume keywords

Payroll Tax KnowledgeCustomer Service ExperienceCase Management in SalesforceAnalytical Problem-Solving SkillsOrganizational and Time Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Payroll TaxTaxEx Setup ReviewCase OwnershipData Trend AnalysisRejection ResolutionAccount ManagementDocumentation ManagementResubmission StepsEffective Date ManagementPayment Method Updates

Soft Skills

Effective CommunicationAttention to DetailAbility to PrioritizeCollaboration SkillsOrganizational Skills

Tools & Technologies

SalesforcePayroll Tax Service Provider Software

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Tax OperationsCustomer ResponsesAgency OutreachQuarter-End RejectionsFiling Leads Collaboration

About the role

Key responsibilities & impact

Participate in daily operations of the Tax Operations Services line
Deliver accurate, timely, and professional customer responses
Manage Salesforce cases from receipt through resolution, including documentation, status updates, and case ownership
Research root causes of tax rejections, including TaxEx setup review and agency outreach
Complete resubmission steps, including updating account numbers, effective dates, payment methods, frequencies, and obtaining TPA
Provide customers with relevant information, including employees causing errors
Monitor registration and amendment cases needed to resolve rejections
Review TaxEx updates, account numbers, and frequencies updated by other teams
Resolve all rejected tax periods for an account together where possible
Maintain responsibility and case ownership for an assigned region
Prioritize current quarter-end rejections to maximize timely filing and minimize penalties and negative outcomes
Collaborate with filing leads on resolution efforts and priorities
Review rejection trends and recurring issues to identify agency problems and customer setup patterns
Escalate complex agency issues, system defects, and high-risk filing situations
Action special projects related to rejection case resolutions
Report directly to the manager overseeing Tax Filing and Rejections

Requirements

What you’ll need

Bachelor’s degree
Working knowledge of Payroll and Payroll Tax
Previous experience with Payroll Tax service provider software
2+ years customer service experience
Effective and clear communication
Organizational and time management skills
Attention to detail
Ability to prioritize effectively
Analytical and problem-solving skills
Ability to collaborate across functional areas
Ability to locate and track trends using data

Benefits

Comp & perks

Values-based culture
Upward mobility
Professional development opportunities
Opportunities to learn and share ideas
Opportunities for innovative thinking and creative collaboration