Take your team from transactional to transformational with automation and expert services for Workday.
Daily Tax Processor
Location
United States
Posted
10 hours ago
Salary
Not specified
No structured requirement data.
Job Description
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.
Summary
The Tax Processing Team is responsible for overseeing nightly customer tax batch
processing, ensuring accuracy in tax code configurations and employer profile setup
across multiple jurisdictions. This role proactively identifies and resolves tax setup
discrepancies before they impact downstream filing, payment, or reporting processes. This
position drives accuracy and integrity of tax setup data, troubleshoots complex exceptions,
and partners with internal teams to ensure smooth, error-free tax processing for
customers. The Daily Tax Processor is responsible for ensuring that data management for assigned jurisdictions is complete and accurate to assist with timely, accurate filings and payments.
Responsibilities
% of Time Spent
- Process nightly/daily tax integration files by creating and staging customer tax setup
- packets for review and downstream processing.
- Research and resolve discrepancies identified during daily tax integrations,
- proactively addressing data mismatches, missing information, or configuration
- issues before they impact tax filings or payments.
- Map new tax codes imported through the tax integrations, ensuring accurate
- alignment between Workday, TaxEx, and other internal systems.
- Set up, map, and validate new tax codes — including combined codes — daily to
- support accurate jurisdictional reporting and employer tax configuration.
- Monitor Estimated Tax Payments and prepaid liabilities; process applicable
- transactions to ensure accurate, timely remittance.
- Maintain accuracy of employer profile data by validating tax frequencies, payment
- methods, and filing requirements, and updating these configurations as changes
- occur.
- Process Manual Tax batches based on tasks, cases, or emails.
- Work closely with cross-functional teams (Tax Operations, Compliance, Service
- Readiness, Development, to troubleshoot and resolve tax setup issues impacting
- nightly batch processing or filings.
- File tax setup packets and related documentation in designated shared folders;
- maintain orderly and accurate records to support audit, compliance, and
- operational tracking.
- Enter Tax Credits requested via case from the customer (GA R D, GA JTC, GA ER AS,
- IA SJC, IA NJC, FE UTT, FE AGLTLI, FE QSBPTC)
- Serve as a quality gatekeeper by ensuring all tax codes are accurately configured
Competencies
- Strong problem-solving and analytical skills, with a passion for resolving complex issues proactively
- Excellent verbal and written communication skills
- High attention to detail, strong organizational skills, and a commitment to accuracy
- Ability to manage multiple tasks and deadlines in a fast-paced, evolving environment
- Comfortable working with limited information and determining resolution paths based on root cause analysis
- Self-directed with the ability to take initiative and manage work independently
- Strong time management and prioritization skills
- Proficiency in Microsoft Oice Suite, with strong Excel skills required
- Working knowledge of payroll tax rules, especially in multistate jurisdictions and SUI regulations
- Flexible and adaptable in a changing environment
- Collaborative mindset with the ability to foster effective working relationships and promote team spirit and contribute to a high-performing team-based culture Customer Service
Qualifications
Education/Certification Requirement
High School diploma
Required
- 2+ years of experience in payroll tax or customer service, preferably in a payroll
- outsourcing environment
- Working knowledge of payroll and payroll tax concepts
- Associate degree
- Experience with ERP or payroll systems such as Workday, PeopleSoft, Salesforce
Preferred
- Associate's Degree
#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.