Tax Data Specialist
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Job Description
Tax Data Specialist maintaining customer payroll tax profiles and resolving tax data issues. Supporting Workday customers through accurate updates, case management, and cross-team collaboration.
Responsibilities:
- Maintain and update assigned customer tax profiles, including jurisdictions, account numbers, unemployment insurance rates, filing frequencies, account statuses, and other employer tax attributes
- Process accurate and timely tax profile updates within approved systems and tools
- Manage assigned customer cases and internal tasks from intake through resolution, including prioritization, research, documentation, communication, follow-up, closure, or transfer
- Support tax profile questions, tax-code setup needs, general payroll tax inquiries, and customer-reported data concerns
- Review employer- and employee-level payroll tax data and research wage, tax, data, or configuration discrepancies
- Identify conditions affecting funding, payments, filings, reconciliation, or customer reporting and initiate corrections or escalations
- Use outreach and escalation processes, set expectations, and provide complete handoffs when specialized ownership is required
- Collaborate across Tax Operations and use Excel, Power BI, and other reporting tools to manage work, identify exceptions, and support decisions
- Meet service levels, deadlines, quality standards, production expectations, and critical monthly, quarterly, year-end, or ad hoc business needs
- Protect customer and company information, participate in training and process improvement, adapt to changing requirements, and demonstrate OSV values
Requirements:
- Associate degree or equivalent combination of education and relevant experience
- Working knowledge of U.S. federal, state, and local payroll tax concepts and multi-jurisdictional requirements
- Proficiency with Microsoft Excel, including the ability to organize, compare, filter, and analyze data
- Ability to manage multiple priorities and deadlines while producing accurate, well-documented work
- Highly organized and detail-oriented, with excellent written and verbal communication skills
- Payroll tax outsourcing or managed-services experience preferred
- Experience in payroll tax, payroll operations, tax data management, or a comparable data-intensive service environment preferred
- Reliable attendance, sustained focus, confidentiality, and effective virtual collaboration
- Schedule flexibility may be needed during critical business periods
- No direct people-management responsibility
Benefits:
- Values-based culture
- Upward mobility
- Professional development opportunities
- Schedule flexibility during critical business periods, consistent with company policy and applicable law
- Remote work arrangement
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