Portfolio Jobs

Position Summary/Objective

The Tax Data Specialist is responsible for maintaining tax profile data for OSV customers. The role is responsible for processing tax profile updates with a high level of accuracy into multiple systems.

Essential Functions/Duties/Responsibilities

• Act as a point of contact for tax profile and basic tax inquiries while providing outstanding tax service to OSV customers

• Responsible for managing cases for assigned customer team(s) to provide professional and timely responses

• Maintain customer tax profile by updating internal systems, including but not limited to unemployment tax rates, account status, account numbers, etc.

• Support and manage proactive customer cases regarding data and/or configuration anomalies that can impact payments and filings

• Review and analyze employee and employer-level payroll tax data on behalf of customers

• Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs

• Meet quality and production metrics outlined for the position

• Contribute to a positive, collaborative work environment

• Establish and maintain relationships with customers and internal teams to ensure delivery of high-quality services and products

• Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process

• Assist with special projects as needed

• Embrace the OSV values

Competencies

• Strong communication and written skills

• Ability to establish and maintain effective working relationships

• High energy

• Proficient in Microsoft Office Suite

• Excel proficiency a must

• Data Analytics

• Attention to Detail

• Strong organizational skills

• Strong time management skills

• Ability to manage multiple projects with various deadlines in a fast-paced work environment

• Working knowledge of tax rules and requirements

• Self-directed management of work and results

• Flexible in a changing environment

Supervisory Responsibility

None

Qualifications and Experience

• Payroll Tax experience

• Payroll Tax outsourcing experience preferred

• Associates degree or higher (or experience equivalent)

• Candidate must be organized, detail-oriented, and have strong written and verbal communication skills.

• Working knowledge and background of multistate tax jurisdiction.