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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.

Job Summary:

We are looking for a detail-oriented and strategic Team Lead for our Tax Data Validation and Reconciliation team. This role is critical in ensuring the accuracy, efficiency, and compliance of tax-related processes across multiple jurisdictions. The ideal candidate will bring strong analytical capabilities, technical expertise, and a proactive approach to continuous improvement and team development.

Key Responsibilities

• Provide backup support for team members during their absence by managing their daily validation tasks, reconciliation cases, and quarterly and annual balancing.
• Assist team members with Priority 1 Out-of-Balance (OOB) issues.
• Support the team in researching OOB and reconciliation cases, particularly for mid-quarter onboarding clients.
• Assist in gathering employee details for reconciliation cases involving SLE and Mid-quarter clients.
• Contribute to the development and management of project plans for quarter-end and year-end tax balancing.
• Support the delivery of accurate and timely quarterly and annual reconciliation reports.
• Conduct regular team check-ins, provide coaching, and support team members’ professional development.
• Help in maintaining and updating Standard Operating Procedures (SOPs), ensuring the team is trained in system enhancements and regulatory changes.
• Monitor reconciliation cases and help the team release impounds.
• Collaborate with internal departments (Tax Consulting, Treasury, IT, Payments, etc.) to optimize tax processes.
• Communicate complex reconciliation findings clearly to clients and internal stakeholders.
• Promote cross-training initiatives to enhance team flexibility and encourage knowledge sharing.
• Review validation work, help in performing audits, and advocate for best practices across the team.
• Escalate unresolved issues with recommended solutions to leadership.

Core Competencies

• Strong attention to detail
• Analytical and critical thinking
• Clear and effective communication
• Problem-solving mindset
• Adaptability and collaboration
• Strong technical and math skills

Qualifications

Required:

• High school diploma or equivalent
• 3+ years managing payroll or payroll tax operations (outsourcing experience preferred)
• Experience with ACH Credit, ACH Debit, and check payment methods
• Proficiency in Microsoft Excel
• Strong organizational and communication skills
• Customer-focused approach

Preferred:

• Bachelor’s degree in Accounting, Finance, or Business
• CPP or FPC certification
• Experience with payroll and tax software

Supervisory Responsibility:

While this position does not have direct supervisory authority, it requires leadership in managing team performance, workloads, and development.

#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.