Tax Data Specialist

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

📋 Description

• Take ownership of and manage designated customer tax profiles, encompassing jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax characteristics.

• Execute precise and timely updates of tax profiles within authorized systems and tools.

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

• Provide professional assistance for inquiries regarding tax profiles, tax-code setup requirements, general payroll tax questions, and data concerns reported by customers.

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

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

• Utilize established outreach and escalation protocols, set clear expectations, and ensure thorough handoffs when specialized ownership is warranted.

• Collaborate with Tax Operations and leverage Excel, Power BI, and other reporting tools to manage workload, identify exceptions, and aid decision-making.

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

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

⛳️ Requirements

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

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

• Proficient in Microsoft Excel, capable of organizing, comparing, filtering, and analyzing data.

• Proven ability to handle multiple priorities and deadlines while delivering accurate, well-documented results.

• Highly organized and detail-oriented, with strong written and verbal communication skills.

• 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 setting is preferred.

• Dependable attendance, sustained focus, confidentiality, and effective collaboration in virtual environments.

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

• No direct responsibility for managing people is required.

🏝️ Benefits

• Values-driven culture.

• Opportunities for upward mobility.

• Professional development opportunities.

• Chances to learn and exchange ideas.

• Remote work options available.

• Schedule flexibility during critical business periods, in line with company policy and applicable laws.