- Act as primary point of contact for customers in regard to systems, basic tax inquiries and tax applications.
- Responsible for managing cases for assigned customer team(s) to provide professional and timely responses to internal and external customers, while working with other departments as needed.
- Maintain customer information by updating information on internal systems, including but not limited to TPA, rate information, customer profile details, etc.
- Support and manage proactive customer cases regarding Workday data and/or configuration anomalies that will impact filing.
- Provide feedback to leadership in regard to missing FAQs or customer knowledge so inquiries can be addressed more quickly and accurately
- Review and analyze employee and employer level Payroll Tax data on behalf of customers.
- Meet quality and production metrics outlined for position
- Perform additional duties and special projects, as assigned.
- Strong verbal and written communication skills
- Ability to establish and maintain effective working relationships
- Proficient in Microsoft Office Suite, including Excel
- Data Analytics
- Attention to detail and organized
- Strong time management skills
- Ability to manage multiple projects with various deadlines in a fast-paced work environment
- Working knowledge of tax rules and requirements
- Working knowledge and language of the following business areas: Payroll and Payroll Tax
- 2+ years of customer service experience
- Experience with multistate business tax registrations and/or licensing is highly desired
- Associate degree in related field preferred
- Payroll outsourcing experience preferred
- Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications preferred
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Tax Data Specialist - United States - OneSource Virtual
Description
OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more-all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the leading provider of automated solutions for organizations of all sizes using Workday, delivering services with unparalleled choices, unwavering commitment, and uncompromising care. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. OneSource Virtual: let's make the day more doable. Find your company's solution at
Position Summary/Objective
The Tax Data Specialist is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing profile update requests directly from customers via customer cases as well as capturing electronic/published data from Federal, State, Local, and Territorial taxing agencies and facilitating the data input with a high level of accuracy into multiple systems (TaxEx, Workday, etc.).
Essential Functions/Duties/Responsibilities
None
Qualifications and Experience
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Data Entry Specialist
Only for registered members United States
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Data Science Specialist
Only for registered members United States of America
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Senior Data Specialist
Only for registered members United States
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Excel Data Specialist
Only for registered members United States
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Data Entry Specialist
Only for registered members United States
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Data Management Specialist
Only for registered members United States
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Data Entry Specialist
Only for registered members United States
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Data Services Specialist
Only for registered members United States
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Data Acquisition Specialist
Only for registered members United States
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Master Data Specialist
Only for registered members United States
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Data Integration Specialist
Only for registered members United States
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Data Verification Specialist
Only for registered members United States
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Events Data Specialist
Part time Only for registered members United States
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Data Entry Specialist
Only for registered members United States
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Data Operations Specialist
Only for registered members United States
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Data Quality Specialist
Full time Only for registered members United States
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Data Import Specialist
Only for registered members United States
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Data Annotations Specialist
Only for registered members United States
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Healthcare Data Migration Specialist
Only for registered members United States
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Data Center Logistics Specialist
Full time Only for registered members United States
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Senior Data Specialist II
Only for registered members United States