Tax Data Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Maintain and refresh the assigned customer tax profiles, which include jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes.

• Ensure precise and timely updates of tax profiles using approved systems and tools.

• Oversee assigned customer cases and internal tasks from initiation to resolution, which entails prioritization, research, documentation, communication, follow-up, closure, or transfer.

• Assist with inquiries regarding tax profiles, tax-code setup requirements, general payroll tax questions, and issues reported by customers regarding data.

• Analyze payroll tax data at both employer and employee levels, investigating discrepancies related to wages, taxes, data, or configurations.

• Recognize situations that may impact funding, payments, filings, reconciliations, or customer reporting, and take corrective actions or escalate as necessary.

• Employ outreach and escalation methods, set expectations, and ensure thorough handoffs when specialized ownership is needed.

• Collaborate within Tax Operations and utilize Excel, Power BI, and other reporting tools to manage tasks, identify exceptions, and facilitate decision-making.

• Achieve service levels, deadlines, quality standards, production expectations, and essential monthly, quarterly, year-end, or ad hoc business requirements.

• Safeguard customer and company information, engage in training and process enhancements, adapt to evolving requirements, and embody OSV values.

⛳️ Requirements

• Associate degree or an equivalent combination of education and relevant experience.

• Familiarity with U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements.

• Proficient in Microsoft Excel, with the ability to organize, compare, filter, and analyze data effectively.

• Capability to handle multiple priorities and deadlines while delivering accurate and well-documented work.

• Highly organized and detail-oriented, possessing exceptional written and verbal communication skills.

• Preferred experience in payroll tax outsourcing or managed-services.

• Background in payroll tax, payroll operations, tax data management, or a similar data-intensive service environment is preferred.

• Dependable attendance, sustained attention, confidentiality, and efficient virtual collaboration are essential.

• Flexibility in scheduling during critical business periods may be necessary.

• No direct responsibility for people management.

🏝️ Benefits

• Values-driven culture.

• Opportunities for upward mobility.

• Professional development opportunities available.

• Access to training programs.

• Opportunities to learn and exchange ideas.

• Flexible scheduling may be required during critical business periods, in accordance with company policy and applicable law.