Post-Deployment Tax Consultant

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,600 customers and $250+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

Position Summary/Objective 

The Post-Deployment Tax Consultant works within our payroll tax practice and complex projects, partnering with multiple service delivery teams 

Essential Functions/Duties/Responsibilities  

• Liase with Tax Operations Teams and Tax Customers with regard to special projects including, but not limited to, Mergers, Acquisitions, Divestitures, Spin-offs, Common Pay Agent mechanisms, Common Paymaster mechanisms, complex customer on-boarding and off-boarding scenarios, quarter-end and year-end planning/execution related to payroll and/or payroll tax 

• Document unique handling scenarios in support of Tax Operations special projects or unique customer requirements 

• Oversee execution of above activities on behalf of OSV customers 

• Support tax reporting, including researching and responding to complex tax inquiries originating internally or originating with customers. 

• Partner with Treasury and development teams to support various complex audit and data management programs 

• Maintain current knowledge of payroll tax regulations, including federal, state, and local taxes. This includes rapidly researching specific tax and agency requirements through agency websites and other general tax sources. While this role is not directly responsible for compliance, it supports and interprets taxes and regulations in conjunction with the internal compliance group, and frequently communicates research results both internally and to customers.  

• Work with the ELT and Customer Success Teams to get complex customer issues resolved as they arise. This requires knowing where and how the hand-offs occur between various OSV teams like US and Canadian payroll, tax, garnishments, treasury, accounting, and others.  

• Assist with year-end filing and W-2 processes/reconciliations. Strong knowledge of W-2 filing, SSA, state, local, territory rules and file formats is extremely beneficial.  

• Ability to rapidly, confidently, and competently understand root causes of customer issues. This includes empathetically defusing escalated issues and being directly involved with the effective orchestration of and timely completion of proposed resolutions. 

• Review and report OSV’s Tax SKUs for billing. Assist with maintaining reports and research regarding OSV’s Tax Operation billable services. 

Competencies  

• High level of organization and time management.  

• High ability to learn and effectively use new and evolving technological products that relate to tax reporting and/or servicing customers. 

• Excellent verbal and written communication skills, able to interface with all levels from the C-Suite to the payroll clerk. 

• Must be extremely organized, have attention to detail, and meet critical deadlines 

• Analytical with strong problem-solving abilities and creative resolution skills 

• Ability to work well under pressure while consistently meeting time sensitive deadlines 

• Self-motivated, with the ability to work on multiple projects in a fast-paced environment. 

• Strong knowledge of MS Office including Excel and Word.  

Supervisory Responsibility  

This position will not have supervisory responsibility.  

 Qualifications and Experience 

• 6+ years working in tax consulting, strong experience handling M&A and other complex tax projects  

• Bachelor’s degree in Accounting or similar field of study; or equivalent years in an advanced payroll tax function.  

• Experience providing customer support via a Service Provider or Shared Services Organization preferred.  

• Extensive Tax System experience  

#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.