Tax Data Specialist

Position Summary/Objective 

The Tax Data Specialist is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing tax profile updates with a high level of accuracy into multiple systems.  

Essential Functions/Duties/Responsibilities  

• Act as a point of contact for tax profile and basic tax inquiries while providing outstanding tax service to OSV customers  

• Responsible for managing cases for assigned customer team(s) to provide professional and timely responses  

• Maintain customer tax profile by updating internal systems, including but not limited to unemployment tax rates, account status, account numbers, etc.   

• Support and manage proactive customer cases regarding data and/or configuration anomalies that can impact payments and filings    

• Review and analyze employee and employer-level payroll tax data on behalf of customers  

• Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs  

• Meet quality and production metrics outlined for the position 

• Contribute to a positive, collaborative work environment 

• Establish and maintain relationships with customers and internal teams to ensure delivery of high-quality services and products  

• Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process 

• Assist with special projects as needed 

• Embrace the OSV values 

Competencies  

• Strong communication and written skills  

• Ability to establish and maintain effective working relationships 

• High energy  

• Proficient in Microsoft Office Suite 

• Excel proficiency a must 

• Data Analytics 

• Attention to Detail  

• Strong organizational skills  

• Strong time management skills 

• Ability to manage multiple projects with various deadlines in a fast-paced work environment 

• Working knowledge of tax rules and requirements 

• Self-directed management of work and results   

• Flexible in a changing environment 

Supervisory Responsibility  

None 

Qualifications and Experience 

• Payroll Tax experience  

• Payroll Tax outsourcing experience preferred 

• Associates degree or higher (or experience equivalent)  

• Candidate must be organized, detail-oriented, and have strong written and verbal communication skills. 

• Working knowledge and background of multistate tax jurisdiction.