Tax Amendment Specialist

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.

This Tax Amendment Specialist is responsible for serving as the tax amendment specialist to prepare and file amended tax filing returns and/or pay additional taxes based on customer Workday adjustments and/or OSV mass events of incorrect original filings. The objective is to ensure we file and pay based on Workday payrolls processed for U.S. taxes/wages.

Essential Functions/Duties/Responsibilities

• Research original tax filings and prior period adjustments
• Analysis of original payment history
• Prepare and file federal, state, and local amended tax reports
• File and pay amended tax filing timely and accurately based on Workday data
• Remit on behalf of the customer the amended tax filing and payments (if applicable)
• Provide tax services support by responding to and researching tax inquiries
• Frequent communication with customers to obtain approval of amended filing and/or questions customers may have related to the filing
• Communication with jurisdictional agencies
• Responsible for quarterly tax balancing and filing of tax returns in tax jurisdictions
• Provides tax knowledge to clients and/or internal organization
• Ensure that the appropriate action was taken that complies with the tax authority requirement
• Analysis of tax/payroll data on the employer and employee level of inspecting, transforming with the goal of discovering suggesting conclusions, and supporting decision-making   
• Responsible for collecting data and analyzing data – running various mathematical calculations to determine how the data will determine the best solution               
• Utilizes systems, various documents, and reports to identify and correct errors accurately and within established deadlines

Competencies

• Positive attitude
• Good time management skills
• Detail-oriented
• Flexible in changing environment
• Problem solver
• Strong written and verbal skills
• Team player
• Analyze problems or data
• Mathematical aptitude
• Work with tight deadlines
• Critical thinking
• Computer literacy
• Attention to detail  
• Prioritizing competing demands
• Strong understanding of payroll process and procedures
• Ability to work with multiple interruptions
• Independent decision making
• Work with complex, high-profile customers
• Flexibility of hours to meet customer needs
• Overtime will be required 
• Quick learner     

Supervisory Responsibility

This role does not have supervisory responsibility

Qualifications and Experience

• High School Diploma
• 1 year+ Customer Account experience  
• 1 year+ Payroll Tax experience
• CPP/FPC Certification
• Proficient in Microsoft Word
• Proficient in Adobe Acrobat

Preferred Skills

• Associates Degree
• Workday Certified
• Payroll outsourcing experience       
• Payroll and Tax experience of regulations
• Experience in BNA preparation of tax filings

#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.