Tax Regional Support Lead

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

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*** Candidates must reside in the DFW, TX, or Phoenix, AZ, area to go into the office during quarter-end and year-end closeout.

Position Summary/Objective

The Tax Regional Support Lead manages all filing activities associated with their assigned jurisdictions.

Essential Functions/Duties/Responsibilities

• Ensure compliance with filing and payment deadlines
• Prepare annual and quarterly tax returns
• Resolve tax issues by communicating with federal, state, and local agencies
• Coordinate documentation to clear tax issues, such as payments and filing confirmations
• Initiate web payments and filing to various state agencies
• Create submission of timely, accurate tax deposits and reports
• Assists in year-end processing and reporting, including W-2s
• Coordinate with internal stakeholders regarding issues related to amendments, abatement requests, and missing payments/returns
• Monthly jurisdiction scrub/prep to identify inaccurate customer data
• Monitor agency status monthly to identify and rectify payment, credit, and filing issues
• Research issues identified through dashboard and weekly audits
• Research rejected filings/payments from quarterly, annuals, and W-2's
• Research and determine root cause of the delinquency by reviewing internal tax reports, agency websites, and agency phone calls
• Requires Flexible Work schedules during quarter-end months to meet time-sensitive deadlines
• Complete other duties such as special projects, initiating rejection cases, regeneration of packets, and responding to items related to filing from OSV tax email box
• During non-filing periods, review the agency website to ensure accounts are in good standing, and support notice resolution by assisting SR Specialist with complex cases and questions

Competencies

• Develop collaborative business relationships with internal and external customers
• Detail-oriented with good time management skills and accuracy
• Strong organizational skills with ability to multi-task and support multiple customers effectively
• Results-oriented; driven to achieve goals and objectives
• Self-sufficient management of workload with ability to meet tight deadlines
• Use tact and discretion in dealing with customer information
• Excellent critical thinking and problem-solving skills
• Identifies area for process improvement.
• Assertive
• Sense of Urgency
• Analytical skills

Supervisory Responsibility

This role has no supervisory responsibility

Qualifications and Experience

• Associate degree or equivalent
• Fundamental Payroll Professional (FPC) or Certified Payroll Professional (CPP)
• 5 -7 years of payroll tax knowledge and/or customer service
• Prior 3-5 years of tax filing preferred
• Advanced Proficiency in Microsoft Office
• Ability to prioritize tasks

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.