Full-Time

Tax Data Specialist Lead

Posted on 9/11/2026

OneSource Virtual

OneSource Virtual

501-1,000 employees

BPaaS provider automating Workday processes

No salary listed

Remote in USA

Remote

Associate's

Category
Customer Experience & Support (1)
Required Skills
Microsoft Office
Quality Assurance (QA)
Customer Service
Data Analysis
Excel/Numbers/Sheets

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Requirements
  • Knowledge of quality assurance programs and techniques.
  • Proficiency in Microsoft Office Suite, including required proficiency in Microsoft Excel.
  • Knowledge of data analytics.
  • Working knowledge of tax rules and requirements.
  • Analytical, research, and follow-up skills.
  • An associate's degree or higher, or equivalent experience.
  • Three to five years of payroll tax experience.
  • Working knowledge and background of multistate tax jurisdictions.
  • The ability to manage multiple projects with various deadlines in a fast-paced work environment.
Responsibilities
  • Support queue management, including workload balancing and case assignment or redistribution.
  • Assist with escalations and review or assist with Severity 1 and Severity 2 cases.
  • Review cases and flag them for quality assurance review.
  • Review reopened cases to identify opportunities for first-touch closure.
  • Review aged cases for opportunities to resolve them.
  • Assist team members with PBI report review and resolution.
  • Support or assign high-touch and high-profile customers.
  • Support the team with enhancement identification and the enhancement process.
  • Report trends and opportunities to leadership.
  • Provide tax service support to OSV customers.
  • Meet monthly, quarterly, and ad hoc reporting and data-inquiry deadlines.
  • Provide functional subject-matter expertise, directions, instructions, and training to the team.
  • Assist with daily team tasks and special team projects.
  • Provide timely responses to internal and external customers.
  • Meet the quality and production metrics outlined for the position.
  • Establish and maintain relationships with customers and internal teams to deliver high-quality services and products.
  • Work closely with the tax services department and other internal teams to provide customer service related to the payroll tax process.
  • Analyze tax and payroll data at the employer and employee levels.
Desired Qualifications
  • Payroll tax outsourcing experience.

OneSource Virtual provides Business Process as a Service (BPaaS) tailored for Workday users. Its cloud-based offerings cover payroll, HR administration, benefits administration, and financial management, delivered through automated, end-to-end services that customers subscribe to. The product works by combining automation with Workday-focused processes to streamline and manage core HR and finance workflows from a single outsourced service, reducing manual work and enabling faster, more accurate operations. Compared with traditional outsourcing, OSV centers its service around a Workday-enabled BPaaS model and scalable, automated processes, allowing for consistent delivery across clients of various sizes and industries. The company’s goal is to help organizations lower operating costs, improve accuracy, and boost productivity by providing comprehensive, automated HR, payroll, and financial management in the cloud through a customer-centric service experience.

Company Size

501-1,000

Company Stage

Series B

Total Funding

$165M

Headquarters

Dallas, Texas

Founded

2008

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Simplify Jobs

Simplify's Take

What believers are saying

  • TA Associates bought majority in January 2026, funding growth and product expansion.
  • OSV serves 1,500+ Workday customers and handles over $250 billion annually.
  • New CPO Sarah Owen and board additions deepen product, payments, and Workday expertise.

What critics are saying

  • OSV depends entirely on Workday; any platform favoritism hits revenue quickly.
  • Trust Bank operations invite OCC scrutiny, capital demands, and compliance failures by 2027.
  • Payroll and payments custody create existential liability if fraud, outages, or controls fail.

What makes OneSource Virtual unique

  • Only Workday-exclusive partner since 2008, with patented in-tenant technology.
  • OneSource Virtual Trust Bank, N.A. launched July 21, 2026, securing treasury control.
  • Workday named OSV 2026 Partner of the Year for Innovation.

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Benefits

Remote Work Options

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
TechRseries
Jun 18th, 2026
OneSource Virtual appoints three new board members.

OneSource Virtual appoints three new board members. Matt Brandt, Bala Janakiraman, and Amit Aghara bring deep experience in Workday, payments, and enterprise technology. OneSource Virtual (OSV), a leading provider of HR and payments services for the Workday ecosystem, named three new members to its Board of Directors: Amit Aghara, Matt Brandt, and Bala Janakiraman. Each brings deep experience in Workday, payments, or enterprise technology. Together they will help guide OSV into its next phase of growth. OSV serves more than 1,500 Workday customers and moves over $250 billion in treasury annually. The new appointments follow OSV's January 2026 strategic majority growth investment from TA Associates to fund continued growth, product innovation, and new customer capabilities. "Matt, Bala, and Amit each bring something distinct to our board," said John Bax, CEO of OneSource Virtual. "Matt knows the Workday partner ecosystem inside and out. Bala has scaled some of the most respected names in payments. And Amit has led product and technology through rapid growth. We're fortunate to have all three of these leaders share their expertise as OSV continues to grow." [To share your insights with us, please write to [email protected]]

Citybiz
Jun 17th, 2026
OneSource Virtual adds three industry veterans to Board of Directors.

OneSource Virtual adds three industry veterans to Board of Directors. June 17, 2026 Amit Aghara, Matt Brandt and Bala Janakiraman OneSource Virtual (OSV), a provider of HR and payments services for the Workday ecosystem, has appointed Amit Aghara, Matt Brandt and Bala Janakiraman to its Board of Directors as the company positions for continued expansion following a recent growth investment. The appointments come several months after TA Associates completed a strategic majority investment in OSV in January 2026. The company said the funding is supporting ongoing growth initiatives, product development efforts and the expansion of customer capabilities across its platform. OSV serves more than 1,500 Workday customers and facilitates more than $250 billion in annual treasury movement, giving the company a significant footprint within the Workday services and payments ecosystem. The addition of three executives with backgrounds spanning enterprise software, payments and technology is expected to strengthen the board as the company scales its operations and product offerings. "Matt, Bala, and Amit each bring something distinct to our board," said John Bax, CEO of OneSource Virtual. "Matt knows the Workday partner ecosystem inside and out. Bala has scaled some of the most respected names in payments. And Amit has led product and technology through rapid growth. We're fortunate to have all three of these leaders share their expertise as OSV continues to grow." Aghara joins the board with experience building software, payments and artificial intelligence businesses across multiple industries. He currently serves as Chief Technology Officer at Fintech, where he oversees technology architecture, product strategy and platform innovation. Prior to Fintech, he was a founding team member at Kore.ai, helping launch the company's agentic AI platform. Earlier in his career, he held a senior technology leadership role at Kony, contributing to the company's growth before its acquisition, and began his career at IBM, where he developed software products and earned several patents. Brandt brings extensive experience in enterprise software sales and partner ecosystems. Most recently, he served as Senior Vice President of Global Partners at Workday, where he helped lead the company's transition to a partner-first operating model. Before joining Workday, he held leadership roles at SAP and other software companies. A graduate of the U.S. Military Academy at West Point, Brandt began his professional career as an officer in the U.S. Air Force. Janakiraman adds deep payments and financial technology expertise to the board. He most recently served as CEO and board member of Onbe, a corporate payouts platform focused on enterprise clients. During his tenure, he led efforts to integrate predecessor businesses and build a modern business-to-consumer payments platform. Earlier, he was CEO of BluePay, guiding the company through its acquisition by First Data. Following the transaction, he served as Executive Vice President and Head of Partner Solutions at Fiserv. The board additions reflect OSV's focus on strengthening leadership oversight as organizations continue to seek more efficient ways to manage payroll, benefits administration, accounts payable, tax compliance and earned wage access within Workday environments. The company has worked exclusively with Workday customers since its founding in 2008, providing technology and services designed to automate administrative and transactional processes while helping organizations maximize the value of their Workday investments. With its growing customer base and expanded board expertise, OSV is positioning itself to support increased demand for integrated payroll, finance and benefits operations as enterprises continue to modernize workforce and back-office processes.

FinanzNachrichten.de
Jan 7th, 2026
TA Associates takes majority stake in Workday services provider OneSource Virtual

OneSource Virtual (OSV), a provider of HR and payments services for the Workday ecosystem, has announced a strategic majority investment from TA Associates. OSV founders, management and employees will retain a significant minority stake, whilst existing investors Halyard Capital and TCV will fully exit. Founded in 2008, OSV serves over 1,400 Workday customers, providing payroll, tax, earned wage access, accounts payable and benefits services. The company has grown its client base by 20% annually since 2020. The investment will support OSV's organic growth, product innovation and enhanced customer capabilities across the Workday ecosystem. TA Associates plans to expand OSV's product capabilities, including AI-enabled enhancements, and introduce operational initiatives to improve customer experience. Financial terms were not disclosed.

Access Newswire
Feb 19th, 2025
OneSource Virtual Introduces Expanded Leave Administration Services Powered by AbsenceSoft

OneSource Virtual introduces expanded Leave Administration Services powered by absencesoft.

PR Newswire
Jun 12th, 2024
Safeguard Global Pay And Onesource Virtual Elevate Partnership To Offer Enhanced Payroll Suite For Workday Users

AUSTIN, Texas, June 12, 2024 /PRNewswire/ -- Today, Safeguard Global Pay and OneSource Virtual, two leading providers of HR and payroll solutions, are excited to announce the expansion of their partnership. This collaboration aims to deliver a comprehensive Payroll Suite tailored for Workday users, reaffirming their dedication to simplifying and enhancing HR and payroll processes for organizations worldwide.As a Workday-exclusive partner, OneSource Virtual is keenly focused on streamlining operations across HR, payroll, and finance for Workday customers. OneSource Virtual solutions provide a unique mix of technology and service to reduce administrative burdens, improve accuracy, and increase efficiency. Nearly 900 Workday Payroll customers partner with OneSource Virtual for payroll administration, payroll tax, garnishment services, and more.Safeguard Global Pay has solidified its position as a global workforce compliance and payroll specialist. Its mission is to facilitate seamless, efficient, and compliant global employment for companies of all sizes. With a strong emphasis on guiding organizations through the intricacies of global payroll and compliance, Safeguard Global Pay is dedicated to streamlining HR operations for their clients.Valerie Tazelaar, Payroll Director at FICO and longtime mutual customer, emphasized the partnership's benefits, stating: "You're working with a team of people that knows your organization