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.
Position Summary/Objective
The Tax Consultant will partner with the customer to establish & build a relationship for a successful transition to Operations (pre & post go live projects). The role of the Tax Consultant requires knowledge of federal, state, local/city tax requirements to complete the tax set-up within the OSV TaxEx system. The Tax Consultant will be responsible for the data gathering of all pertinent legal & required documentation to ensure the customer’s taxing jurisdictions are set-up accurately & accordance with authoritative guidelines. The Tax Consultant will be focused on driving & ensuring customer satisfaction on the project. The Tax consultant will also partner with other OSV internal teams to bridge any gaps for a successful customer transition.
Essential Functions/Duties/Responsibilities
- Engage with customers & deployment partners to understand, define requirements & guide the customer through the implementation process for OSV tax services
- Configuring TaxEx application in accordance with customer requirements
- Identify and analyze Tax needs and data requirements
- Work with customer to identify/resolve all issues that could impact project scope or delivery of service
- Lead the Tax implementation process from start to finish
- Consulting with customers on data integrity issues
- Conduct check points with customer for timely delivery of tax service & any outstanding project documents
- Be comfortable in conducting customer calls in a clear & concise manner
- Ensure customer projects are planned & properly monitored
Competencies
- Effective & Clear Communication
- Organizational Skills
- Positive Attitude
- Team Player
- Customer Focused
- Confident
- Accountable
- Results Driven
Supervisory Responsibility
This role does not have any supervisory responsibilities
Qualifications and Experience
- Business Degree Preferred
- Previous experience working with either TaxEx OR Workday, PeopleSoft or other ERP HR/Payroll systems/applications with tax specific configuration experience
- 3-5 years project management experience with Payroll, Payroll Tax or Financial implementations
- Effective Consulting experience
- Ability to collaborate with customers to define project expectations and ensure consistency with strategic direction
- Must be organized, detail-oriented, and have strong written and verbal communication skills
- Passion for customer service