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Tax Regional Support Lead

3 months ago


Dallas, United States OneSource Virtual, Inc. Full time

** This is a hybrid position and candidates must reside in the DFW area in order to go into the office during quarter ends.

Position Summary/Objective

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

Essential Functions/Duties/Responsibilities

Ensure compliance with filing and payment deadlinesPrepare annual and quarterly tax returnsResolve tax issues by communicating with federal, state, and local agenciesCoordinate documentation to clear tax issues, such as payments and filing confirmationsInitiate web payments and filing to various state agenciesCreate submission of timely, accurate tax deposits and reportsAssists in year-end processing and reporting, including W-2sCoordinate with internal stakeholders regarding issues related to amendments, abatement requests, and missing payments/returnsMonthly jurisdiction scrub/prep to identify inaccurate customer dataMonitor agency status monthly to identify and rectify payment, credit, and filing issuesResearch issues identified through dashboard and weekly auditsResearch rejected filings/payments from quarterly, annuals, and W-2’sResearch and determine root cause of the delinquency by reviewing internal tax reports, agency websites, and agency phone callsRequires Flexible Work schedules during quarter-end months to meet time-sensitive deadlinesComplete other duties such as special projects, initiating rejection cases, regeneration of packets, and responding to items related to filing from OSV tax email boxDuring 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 customersDetail-oriented with good time management skills and accuracyStrong organizational skills with ability to multi-task and support multiple customers effectivelyResults-oriented; driven to achieve goals and objectivesSelf-sufficient management of workload with ability to meet tight deadlinesUse tact and discretion in dealing with customer informationExcellent critical thinking and problem-solving skillsIdentifies area for process improvement.AssertiveSense of UrgencyAnalytical skills

Supervisory Responsibility

This role has no supervisory responsibility

Qualifications and Experience

Associate degree or equivalentFundamental Payroll Professional (FPC) or Certified Payroll Professional (CPP)5 -7 years of payroll tax knowledge and/or customer servicePrior 3-5 years of tax filing preferredAdvanced Proficiency in Microsoft OfficeAbility 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.