Tax Filing and Rejection Specialist Lead

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 1,500 customers, 92% retention, and $225+ 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. 

The Tax Filing and Rejection Specialist Lead serves as a key support resource for the Tax Filing and Rejection teams, providing guidance on complex issues, assisting with queue and escalation management, and acting as a subject matter expert. This role functions as the first line of support for team questions and ensures timely and accurate resolution of filings and customer inquiries. The Lead plays a critical role in fostering team efficiency, consistency, and overall success.

Essential Job Functions:

• Provide subject matter expertise by guiding team members, answering questions, supporting high-touch or high-profile accounts, and assisting with special projects and daily tasks.
• Be available to assist with aged, reopened, complex, or escalated cases for timely resolution.
• Create guides and SOPs for filing error resolution.
• Assist with quality assurance efforts by flagging cases for review and identifying opportunities for first-touch closure.
• Review and analyze tax and payroll data at the employer and employee levels, understanding how they affect filing.
• Identify process improvement opportunities, contribute to the enhancement request process, and report trends or recurring issues to leadership.
• Deliver professional, timely, and accurate tax support to both internal and external customers, while maintaining strong working relationships.
• Contribute to a collaborative, positive, high-performing team environment aligned with OSV’s service standards.
• Create or contribute to Filing/Rejection related RCAs where needed.
• Collaborate with the Account Health team on error prevention strategies and ways to reduce rejections.
• Identify automation opportunities to improve Filing/Rejection processes.

Competencies:

• Self-motivated and proactive, with the ability to take initiative, lead tasks, and drive work forward independently
• Strong analytical and problem-solving skills with a data-driven mindset and keen attention to detail
• Skilled in root cause analysis and comfortable making decisions with limited information
• Proven ability to manage multiple tasks, projects, and deadlines in a fast-paced, high-demand environment
• Strong understanding of payroll tax rules, including multistate and SUI requirements, and tax data management processes
• Knowledge of quality assurance principles, techniques, and best practices
• Excellent verbal and written communication skills with a strong focus on customer service and internal collaboration
• Professional, dependable, and able to maintain confidentiality in handling sensitive issues
• Strong organizational and time management skills with a focus on prioritization and follow-through
• Collaborative and team-oriented, with the ability to build effective relationships and contribute to a high-performing culture
• Proficient in Microsoft Office Suite, with advanced Excel skills required

Supervisory Responsibility:

None

Qualifications:

• Associate degree
• 2+ years of payroll tax experience
• Payroll tax outsourcing experience preferred
• Working knowledge and language of Payroll and Payroll Tax functions
• Experience with ERP systems such as Workday, PeopleSoft, or similar platforms preferred
• Experience and knowledge of all tax agencies and tax types

#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.