Payment Specialist

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Dallas, TX
In-Office
Information Technology • Software
The Role

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com.

** This is a hybrid position requiring you to go into the office 2-3 days a week.

Position Summary/Objective
The Payment Specialist will be responsible for processing our customer’s tax  and garnishment payments at various intervals depending on business requirements. Our Payment Specialist work with our customers in their Workday applications to meet their payment needs. Our business depends on providing excellent customer service in a fast-paced outsourcing platform. Our company relies on our values to provide a team-centered experience, which allows individuals who are productive, self-motivated learners to bring forth innovative ideas and grow with the organization. 

Essential Functions/Duties/Responsibilities

  • Responsible for processing daily tax payments including California and Federal wires
  • Responsible for processing daily garnishment distributions payments
  • Open tickets for daily payments to the Treasury department
  • Mail paper returns and checks
  • Research discrepancies from daily tax payments and positive pay
  • Accurately research and process refunded, returned and/or stale dated checks
  • Identify and communicate payment related issues and trends
  • Pay and file all quarterly, monthly and annual returns
  • Responsible for applying the Cash Collection function after quarter end
  • Upload New York debit payments to agency
  • Assist specialists with research for missing filings and payments
  • Research and correct returned ACH payments and resubmit payments
  • Responsible for the creation of payfile ids and W-2
  • Review and process prior period adjustments (PPA)
  • Monitor overall activities of the pay function, including all payment activities in collaboration with key stakeholders to drive quality improvement
  • Providing timely and accurate information to customers by creating, reasearching, and resolving tickets, rejections, and  inquires
  • Ensure filing and mailing confirmations are updated in the system

Competencies

  • Ability to navigate within several systems to complete tasks
  • Ability to respond quickly, independently, and make sound decisions
  • Excellent written and verbal communication skills required
  • Energetic
  • Sense of urgency
  • Assertive
  • Flexible in a changing environment
  • Excellent customer service skills
  • Analytical skills
  • Ability to work in a team environment

Supervisory Responsibility

  • This role does not have any supervisory responsibilities.

Qualifications and Experience

  • High School Diploma
  • 3-5 years of related Payroll and/or tax experience OR 3-5 years customer service / banking experience.
  • Proficient in Microsoft Office.
  • Excellent organization and time management skills.
  • Must be able to work in a high demand, fast paced outsourcing environment.

Preferred Skills

  • Associates degree or higher (or 3-years’ experience equivalent)
  • Experience in an outsourcing environment, payroll or tax preferred
  • Multi-state jurisdiction knowledge and background
  • Experience in helpdesk environment

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.

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The Company
Dallas, TX
820 Employees
Year Founded: 2008

What We Do

OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more—all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the leading provider of automated solutions for organizations of all sizes using Workday, delivering services with unparalleled choices, unwavering commitment, and uncompromising care.

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