Payroll Tax Case Administrator

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. 

Position Summary/Objective

The Payroll Tax Case Administrator (Temp) is an important member of our Tax department, supporting domestic North American tax functions for our clients. As a Payroll Tax Case Administrator, you will assist the Tax department with data entry and administrative projects. This role requires an extremely high level of attention to detail and the ability to complete multiple tasks with minimal supervision.

Essential Functions/Duties/Responsibilities

• Setup and index tax ticket and notices in OSV Support and Salesforce accurately and timely
• Perform daily audits of ticket and notice data, within a 98% accuracy
• Meet established daily ticket and notice quotas
• Manage unassigned aged tickets under a 24- hour timeframe
• Locate account information for clients, using the TaxEx system
• Process Critical and Blocker tickets within 2 hours of receipt
• Assist with special projects as needed

Competencies

• Energetic and positive
• Problem solver
• Excellent customer service skills
• Flexible in a changing environment
• Strong organizational skills with ability to multi-task and support multiple customers effectively
• Works closely with others in a team, supporting collective goals
• Detail Oriented with good  time management skills
• Ability to establish and maintain effective working relationships
• Strong data entry and research skills
• Follows direction with ability to meet deadlines
• Comfort with technology and how to apply it to solving problems and finding solutions

Supervisory Responsibility

• This role does not have any supervisory responsibilities

Qualifications and Experience

• High School graduate, GED or equivalent; higher education preferred
• 1-2 years of customer service or call center experience. Ideally routing tasks and handling product/service use questions.
• Strong analytical and research skills
• Experience in Microsoft Word and Proficiency in Excel
• Willingness to work split shifts, evenings, weekends and holidays

Preferred Skills

• Associates Degree or higher preferred
• Knowledge of payroll taxes a plus
• Experience with Zendesk and / or Salesforce programs preferred

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.