Job Location:

OneSource Virtual (OSV) is the Workday partner that has helped more than 1,300 companies with everything from deployment to maintenance to payroll and more—all to make the day more doable. Founded in 2008, OSV pioneered Business Process as a Service (BPaaS) and has become the leading provider of automated solutions for organizations of all sizes using Workday, delivering services with unparalleled choices, unwavering commitment, and uncompromising care. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. OneSource Virtual: let’s make the day more doable. Find your company’s solution at www.onesourcevirtual.com.

Position summary/objective

The Customer Tax Account Specialist II, serves as a liaison between the tax department and the customer. As the “face” of Tax for our customers, you will be involved with reconciliations, tax set ups and will be offering audit explanations, regarding non- notice ticket items.  You will collaborate with other internal tax groups to assist our customers and will become an expert on OSV Tax Systems and procedures.  If you have 3-5 years of payroll and / or customer service experience, then this may be the opportunity for you!

Essential functions/duties/responsibilities

  • Ensure channels of communication with all customers remain open to include email, CRM tickets, calls, onsite visits. 
  • Prioritize and schedule customer calls with appropriate parties.
  • Respond timely and accurately to customer requests/escalations.
  • Become knowledgeable about each customer in your portfolio and their expectations.
  • Liaison with the Customer Success team and other internal stakeholders to remain updated on the customer at the strategic level.
  • Empower the Jurisdiction Team with updates that are needed in advance of any customer calls or onsite meetings.
  • Understand how payroll taxes will affect each customer in your portfolio.
  • Become an expert on OSV Tax Systems and procedures
  • Contribute to a positive, collaborative work environment.


  • Familiar with tax industry issues and anticipates possible problems within assigned work.
  • Works closely with others in a team, supporting collective goals.
  • Flexible in a changing environment.
  • Supports multiple customers effectively.
  • Excellent customer service skills
  • Problem solver
  • Self -directed management of work and results.

Supervisory Responsibility

This role does not have any supervisory responsibilities.

Qualifications and Education Requirements

  • 2-4 years of Customer service/ Tax and/or Payroll experience
  • Working knowledge of Federal, State and Local tax rules and requirements
  • Strong analytical and research skills.
  • Self -directed management of work and results
  • Proficient in Microsoft Office Suite
  • Ability to establish and maintain effective working relationships
  • Excellent time management skills

Preferred Skills

  • Associates degree or higher preferred
  • Payroll outsourcing and/or Shared Services experience 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.