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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Tax Data Specialist Lead - **Company:** OneSource Virtual - **Location:** United States (Remote available) - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Backup Devices, Microsoft Office, Queue Management Systems, Data Analytics - **Published:** July 7, 2026 - **Apply:** https://vhr-osvhr.wd1.myworkdayjobs.com/OSV_External_Career_Site/job/US-Remote/Tax-Data-Specialist-Lead_REQ-2026-198 ## About the Role * Must have knowledge of QA programs and techniques * Must value and promote team spirit and exhibit professionalism within the workplace * Must be able to cope in fast-paced, demanding environment and manage sensitive, confidential issues * 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 time management skills * Ability to manage multiple projects with various deadlines in a fast paced work enviornment * Working knowledge of tax rules and requirements * Analytical skills; strong research and follow up skills * Customer service oriented is a must Qualifications Education/Certification Requirements * Associate's degree Required * Associates degree or higher (or experience equivalent) * 3-5 years of Payroll Tax experience * Candidate must be organized, detail-oriented, and have strong written and verbal communication skills. * Working knowledge and background of multistate tax jurisdiction. Preferred * Payroll Tax outsourcing experience ## Description The Tax Data Specialist Lead is responsible for supporting the Tax Data Specialist team with queue management, escalation management and as a subject matter expert and first line of approach for resolution of team questions., * Queue management support, backing up other team members, addressing workload balancing and case assignment or redistribution * Escalation assistance and review/assistance of Sev 1 and 2 cases * Review cases and flag for QA review * Review reopened cases to identify opportunities for first-touch closure * Review aged cases for opportunity to resolve * Assisting team members with PBI report review and resolution * Support and/or assignment of high touch/high profile customers * Support team with enhancement identification and enhancement process * Report back trends and opportunities to leadership * Assumes other duties as assigned by Manager * Provide outstanding tax service support to OSV customers * Meet strict deadlines for monthly, quarterly, ad hoc reports, and data inquiries to support business needs * As functional subject matter expert, provide directions, instructions and/or training to team * Assist team as needed with daily task and assist with special team projects * Provide professional and timely responses to internal and external customers * Meet quality and production metrics outlined for position * Contribute to a positive, collaborative work environment * Establish and maintain relationship with customers and internal teams to ensure delivery of high quality services and products to internal and external customers * Work closely with the tax services department and other internal teams to deliver excellent customer service related to the entire payroll tax process * Analysis of tax/payroll data on the employer and employee level ## Related Videos - [Attract and Retain Talent: Strategies that Work](https://www.wearedevelopers.com/videos/1479-attract-and-retain-talent-strategies-that-work) - [In-depth .NET Azure Functions: Isolated mode, performance and durable AI agents](https://www.wearedevelopers.com/videos/100207-in-depth-net-azure-functions-isolated-mode-performance-and-durable-ai-agents) - [PySpark - Combining Machine Learning & Big Data](https://www.wearedevelopers.com/videos/44-pyspark-combining-machine-learning-big-data) - [Hate organising your photos? 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