Tax Rejection Specialist

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.

Job Summary

The Tax Rejection Specialist is responsible for participating in daily operations of this service line within the Tax Operations Services. This position reports directly to the manager overseeing Tax Filing and Rejections.

Responsibilities

• Customer engagement and communication. Deliver high-quality services to customers including accurate, timely, and professional responses.
• Salesforce case management. Ensuring accurate documentation, status updates, and case ownership from receipt through resolution.
• Research and understand the root cause of tax rejections including TaxEx setup review and agency outreach
• Perform all necessary steps for resubmission including, but not limited to, updating the account number, adjusting effective dates, changing payment method, updating frequencies, and obtaining TPA.
• Provide relevant information to the customer where applicable, including details on specific employees causing errors.
• Monitor the status of any registration and/or amendment cases that are necessary to resolve the rejection.
• Review TaxEx updates on a regular basis to resolve the rejection, including account numbers and frequencies updated by other teams.
• Resolve all rejected tax periods for an account at the same time where possible.
• Maintain responsibility for assigned region including case ownership.
• Prioritize current quarter-end (QE) rejections to maximize timely filing and minimize the risk of penalties and other negative outcomes.
• Collaborate with filing leads on resolution efforts and ensure alignment on priorities.
• Review rejection trends and recurring issues to identify common agency problems or customer setup patterns.
• Escalate complex agency issues, system defects, or high-risk filing situations to the appropriate teams for resolution.
• Action any special projects related to rejection case resolutions.

Competencies

• Payroll Tax knowledge
• Effective and clear communication
• Organizational and time management skills
• Attention to detail
• Ability to prioritize effectively
• Analytical and problem-solving skills
• Positive attitude and team player
• Ability to collaborate across functional areas
• Reliability and accountability
• Ability to locate and track trends using data

Required Education

• Bachelor’s degree

Required Experience

• Working knowledge of Payroll and Payroll Tax
• Previous experience with Payroll Tax service provider software
• 2+ years customer service

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.