Tax Account Manager jobs in United States
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OneSource Virtual · 2 days ago

Tax Account Manager

OneSource Virtual is a leading provider of Business-Process-as-a-Service solutions for Workday, dedicated to transforming HR, payroll, and finance operations for their clients. The Tax Account Manager will engage with customers regarding tax operations and services, optimizing delivery and ensuring effective communication between customer teams and tax operations.

Enterprise SoftwareHuman ResourcesInformation TechnologyOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Enhance and maintain customer relationships via regular engagement, leading customer analytic review, ROI attainment and roadmap planning
Serve as an operations customer advocate and liaison throughout the OSV organization as needed for customer changes (bank, company, ADM)
Form relationships with the SDM, CSM and Account Executive teams in building an understanding of customer requirements and business drivers
Serve as the tax primary point of contact for customer resources and ensure effective communication and hand offs occur within service delivery support teams
In coordination with payroll and garnishments, prepare recurring operations reports for customers and narrate strategic value/ROI of OSV services in addition to basic service delivery metrics, KPIs, and SLAs. Solicit customer feedback and obtain strategic vs tactical objectives
Communicate change to services, technology platforms, and products to assigned customers
Partner with Customer Teams, Product, and R&D to bring forth people, process and technology enhancement ideas and assist with associated deployment
Support customer renewal and reference programs
Responsible for managing customer tax account escalations and resolving complex customer problems
Acts as the tax account subject matter expert for assigned customers and Demonstrate knowledge of OSV services and processes to advise customers on tax best practices
Perform ongoing gap analyses and identifies solutions to ensure OSV delivers quality services
Proactively lead roadmap planning to ensure year-end and quarter-end processing is managed effectively

Qualification

Customer relationship managementTax operations knowledgeWorkday proficiencyAnalytical skillsMS Office proficiencyProject managementProfessionalismCommunication skillsInterpersonal skillsProblem solving

Required

Bachelor's Degree or equivalent experience
4+ years of experience in Maintenance and/or Managed Services as well as customer relationship management role
Functional knowledge of human resources outsourcing with emphasis on tax
Proficiency in MS Office applications (Word, Excel, PowerPoint, Visio)

Preferred

Experience with internal OSV BPaaS processes and procedures
Extensive Workday exposure in services bureau or customer
Functional knowledge of human resources outsourcing with emphasis on payroll and garnishments
Prior HR services portfolio management, Customer Engagement Management, or Account Executive role in HR Services Industry, preferred

Company

OneSource Virtual

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OneSource Virtual is a workday services partner in deployment, consulting, and BusinessProcess-as-a-Service (BPaaS) services.

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 Stage
Total Funding
$165M
Key Investors
TCVHalyard Capital
2026-01-07Acquired
2015-06-19Series B· $150M
2014-04-01Series Unknown

Leadership Team

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Brian Williams
Executive Chairman & Co-Founder
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Kelvin Gray
Chief Customer Officer
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Company data provided by crunchbase