Tax Data Specialist

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

📋 Description

• Oversee and refresh designated customer tax profiles, encompassing jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and various employer tax characteristics.

• Execute precise and timely tax profile modifications within authorized systems and tools.

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

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

• Analyze employer and employee-level payroll tax data and investigate any discrepancies in wages, taxes, data, or configurations.

• Detect circumstances impacting funding, payments, filings, reconciliations, or customer reporting, and initiate necessary corrections or escalations.

• Employ outreach and escalation methods, set expectations, and ensure complete transitions when specialized ownership is necessary.

• Collaborate across Tax Operations and utilize Excel, Power BI, and other reporting tools to manage workflows, identify exceptions, and support decision-making.

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

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

⛳️ Requirements

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

• Fundamental understanding of U.S. federal, state, and local payroll tax principles and multi-jurisdictional obligations.

• Proficiency in Microsoft Excel, including the capability to organize, compare, filter, and analyze data.

• Capacity to manage multiple priorities and deadlines while delivering accurate, well-documented work.

• Highly organized and detail-oriented, with outstanding written and verbal communication abilities.

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

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

• Consistent attendance, sustained concentration, confidentiality, and effective virtual collaboration are essential.

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

• No direct responsibility for people management.

🏝️ Benefits

• Culture grounded in values.

• Opportunities for upward mobility.

• Professional development initiatives.

• Schedule flexibility during crucial business periods, in accordance with company policy and applicable laws.

• Arrangement for remote work.