Customer On-Off Boarding Tax Specialist, OneSource Virtual

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
• Understand how payroll taxes will affect each customer in your portfolio
• Serve as an expert on OSV Tax Systems and procedures
• Contribute to a positive, collaborative work environment

Competencies

• Familiar with types of issues by industry 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
• Energetic

Supervisory Responsibility

This role does not have supervisory responsibilities.

Qualifications and Experience

• High School Diploma
• 3-5 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

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