OneSource Virtual · 3 months ago
Payroll Tax Training Specialist
United States
Full-time
Remote
Senior Level
5+ years expOneSource Virtual (OSV) is a leading provider of Business-Process-as-a-Service solutions for Workday, dedicated to transforming HR, payroll, and finance services. The Payroll Tax Training Specialist will develop and deliver comprehensive training programs on OSV's tax compliance platform, ensuring high-quality educational experiences for customers.
Enterprise SoftwareHuman ResourcesInformation TechnologyOutsourcing
Responsibilities
Design and develop comprehensive training materials including user guides, training manuals, interactive tutorials, video content, and assessment tools for the tax compliance platform
Create multi-modal learning experiences incorporating visual, auditory, and hands-on learning approaches to accommodate diverse learning styles and preferences
Deliver engaging training sessions to customers through various formats including webinars, in-person workshops, virtual classroom sessions, and one-on-one training consultations
Collaborate with Tax Compliance Analysts to ensure training content accurately reflects current regulations, platform functionality, and compliance best practices
Utilize AI tools and platforms to enhance training material development, create personalized learning paths, and automate content updates based on regulatory changes
Assess learning effectiveness through evaluation methods, feedback collection, and performance metrics to continuously improve training programs and materials
Maintain current knowledge of tax compliance regulations, platform updates, and industry best practices to ensure training content remains accurate and relevant
Develop specialized training modules for different customer segments, including new implementations, advanced users, and specific industry verticals
Create and maintain a comprehensive training curriculum that progresses from basic platform orientation to advanced compliance management techniques
Partner with Customer Success teams to identify training needs, address customer challenges, and ensure training programs support customer satisfaction and platform adoption
Manage training schedules, coordinate customer participation, and track completion rates and certification achievements
Develop certification programs and competency assessments to validate customer proficiency and create clear achievement pathways
Create troubleshooting guides and FAQ resources to support customer self-service and reduce support ticket volume
Analyze training metrics and customer feedback to identify improvement opportunities and optimize training delivery methods and content effectiveness
Support product development teams by providing customer training perspectives on new features, user experience improvements, and platform enhancements
Qualification
Required
Bachelor's degree in Education, Instructional Design, Communications, Business, or related field
5+ years of experience in training development and delivery, preferably in software, technology, or financial services environments
3+ years of instructional design experience with demonstrated ability to create engaging, effective training materials and curricula
Experience with adult learning principles, training evaluation methodologies, and competency-based education approaches
Proficiency with Microsoft Office Suite, especially PowerPoint, Word, and Excel for content development and data analysis
Experience with AI tools for content creation including Large Language Models (ChatGPT, Claude, Gemini) and AI-powered training platforms
Strong presentation skills with experience delivering training to professional audiences through various modalities including virtual and in-person formats
Expertise of payroll processes and tax compliance concepts sufficient to develop accurate training content
Preferred
Master's degree in Education, Instructional Design, or related field, or professional training certifications (CPTD, CPLP)
Experience with learning management systems (LMS), e-learning authoring tools (Articulate, Captivate, Camtasia), and training platforms
Video production and editing skills for creating multimedia training content and interactive learning experiences
3+ years of payroll or tax compliance experience providing deeper subject matter expertise for training content accuracy
Advanced AI integration experience including personalized learning path creation, automated content updates, and intelligent assessment systems
Experience with customer training programs in SaaS or enterprise software environments with understanding of user adoption challenges
Graphic design skills and familiarity with design software (Adobe Creative Suite, Canva) for creating visually appealing training materials
Project management certification or experience managing complex training initiatives across multiple customer segments
Experience with virtual reality (VR) or augmented reality (AR) training technologies for immersive learning experiences
Multi-language capabilities to support international customer base and create localized training content
Train-the-trainer experience with ability to develop internal capabilities and scale training delivery across the organization
Company
OneSource Virtual
OneSource Virtual is a workday services partner in deployment, consulting, and BusinessProcess-as-a-Service (BPaaS) services.
501-1000 employees
H1B Sponsorship
OneSource Virtual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (8)
2023 (10)
2022 (15)
2021 (11)
2020 (15)
Funding
Current Stage
Late StageTotal Funding
$165MKey Investors
TCVHalyard Capital
2026-01-07Acquired
2015-06-19Series B· $150M
2014-04-01Series Unknown
Leadership Team
Brian Williams
Executive Chairman & Co-Founder
Kelvin Gray
Chief Customer Officer
Recent News
2026-01-14
2026-01-12
2026-01-12
Company data provided by crunchbase