OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.
Summary
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.
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.
Qualifications
Education/Certification Requirement
Associate's degree
Required
- Payroll Tax experience.
- Candidate must be organized, detail-oriented, and have strong written and verbal communication skills.
- Working knowledge and background of multistate tax jurisdiction.
Preferred
- Payroll Tax outsourcing experience.
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.
Skills Required
- Associate's degree
- Payroll tax experience
- Working knowledge and background of multistate tax jurisdiction
- Excel proficiency
- Proficient in Microsoft Office Suite
- Strong written and verbal communication skills
- Organized and detail-oriented with strong time management
- Payroll tax outsourcing experience
OneSource Virtual Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about OneSource Virtual and has not been reviewed or approved by OneSource Virtual.
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Healthcare Strength — Healthcare coverage is presented as comprehensive, including medical, dental, vision, life/disability, and mental-health support, with both copay and HDHP/HSA-style options. Domestic-partner eligibility and standard support services like an EAP are also described as available.
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Leave & Time Off Breadth — Time-off and flexibility are portrayed as comparatively strong, with PTO/“unlimited” or flexible time-off framing and paid volunteer time referenced. Remote work is repeatedly positioned as a valued part of the overall rewards experience tied to work–life balance.
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Wellbeing & Lifestyle Benefits — Financial-wellbeing and lifestyle add-ons are highlighted through earned-wage access and wallet-style tools (e.g., myFlexPay/myFlexWallet) alongside mentions of items like a fitness stipend and company-sponsored events. These extras are framed as modern perks that can improve day-to-day benefits usefulness beyond core insurance.
OneSource Virtual Insights
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.
