Tax Data Specialist

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

📋 Description

• Maintain and refresh customer tax profiles, which encompass jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and various employer tax attributes.

• Execute precise and timely updates to tax profiles utilizing approved systems and tools.

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

• Offer assistance for inquiries related to tax profiles, tax-code setups, general payroll tax questions, and data concerns reported by customers.

• Examine both employer and employee-level payroll tax data while investigating any discrepancies in wages, taxes, data, or configurations.

• Recognize conditions that impact funding, payments, filings, reconciliation, or customer reporting, and initiate necessary corrections or escalations.

• Employ outreach and escalation processes, establish 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 support decision-making.

• Achieve service levels, meet deadlines, uphold quality standards, fulfill production expectations, and address 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 exemplify OSV values.

⛳️ Requirements

• Associate degree or a comparable combination of education and relevant experience.

• Fundamental understanding of U.S. federal, state, and local payroll tax concepts along with multi-jurisdictional requirements.

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

• Competence in managing multiple priorities and deadlines while delivering accurate and well-documented work.

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

• Strong attention to detail and a commitment to maintaining data accuracy.

• Capable of analytical research, problem-solving, and diligent follow-through.

• Demonstrates clear, professional, and customer-centric communication.

• Effective in managing cases, tasks, time, and priorities.

• Shows independent ownership and promotes cross-team collaboration.

• Exhibits adaptability, accountability, discretion, and sound judgment.

• Maintains reliable attendance, sustained focus, confidentiality, and effective collaboration in virtual settings.

• Experience in payroll tax outsourcing or managed services is preferred.

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

🏝️ Benefits

• Values-based culture.

• Opportunities for upward mobility.

• Professional development opportunities.

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

• Remote work arrangement.