OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at www.onesourcevirtual.com.

*** Candidates must reside in the DFW, TX or Phoenix, AZ area.

Position Summary/Objective

The Tax Regional Support Sr. Specialist is responsible for providing outstanding tax service, supported by researching and resolving complex/Tier 2 tax notices and escalations specific to assigned jurisdictions. The TRS Sr. Specialist will maintain a dedicated year-round focus on complex notice resolution to ensure the delivery of OSV Tax services to our customers.

Essential Functions/Duties/Responsibilities

Partner with internal stakeholders to research and address complex payroll tax requests and issues.
Responsible for the resolution of Tier-2 agency notices, including but not limited to out-of-state wages, third-party sick pay, etc.
Partner with payroll tax customers to address and resolve agency notices related to acquisitions, divestitures, and mergers.
Oversee the creation of mass event payments, in coordination with the Tax agency relations team and other cross-functional tax teams.
Ensures the continuous resolution of aged and/or escalated customer requests and notices.
Completes annual agency notice reconciliation for payroll tax customers.
Engage with federal, state, and local tax agencies to resolve payroll tax notices.
Serve as a subject matter expert (SME) to support TRS team members and customers to resolve payroll tax notices.
Maintain average ticket aging to 35 days or less and respond to cases within stated department expectations
Proactively engage with customers to set and manage expectations, provide detailed explanations , and resolve agency notice cases and related questions
Collaborate with internal treasury team to research missing/outstanding check payments
Create prior quarter adjustment packets for balance due
Process checks/payments and mail to various agencies
Evaluate, validate, and analyze payroll tax documents and reports
Ensure mailing confirmations are updated in the system
Support with customer escalations and email inquiries by creating cases for discrepancies, researching requests, etc.
Completes specialist projects and additional responsibilities, as assigned.
Research tax notices and determine root cause by reviewing internal tax reports, agency websites, and/or placing agency phone calls
Complete other duties and special projects as requested

Competencies

Good time management skills
Detail-oriented
Flexible in changing environment
Sense of Urgency
Excellent verbal and written skills required
Problem Solving
Excellent customer service skills

Supervisory Responsibility

This role has no supervisory responsibility

Qualifications and Experience

High School Diploma
3-5 years of payroll tax experience and/or customer service
Excellent time management and organizational skills
Proficient in Microsoft Office

Preferred Skills

Associate degree or higher
CPP/FPC certification
Experience in an outsourcing payroll or tax environment
Multi-state jurisdiction knowledge and background

#LI-REMOTE

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.