Consulting Services Team Lead, Tax

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com.

Summary

The Consulting Services Team Lead guides a functional team and collaborates with cross-functional teams to deliver high-quality onboarding and post-production cases and projects. As the primary escalation point for issues, this role applies deep OSV service and system knowledge to enhance service consulting and delivery, ensuring alignment with enterprise goals. With a strong grasp of the OSV services, systems, and processes, the Team Lead proactively identifies risks, resolves issues, and mentors junior team members. This position plays a key role in driving initiatives and delivering scalable, effective solutions across the team and functional area.

Responsibilities

• Assist the team with training & process updates.
• Experience coordinating project deliverables.
• Partner with our internal teams & Leaders on any process improvements.
• Mentoring the team & managing performance.
• Effective problem solver for internal peers and cross-functional teams.
• Review & provide suggestions on the Services on-boarding methodology.
• Assist in discussions, outlining processes & documentation for any new OSV service offerings.
• Administer yearly goal setting/performance review criteria & conduct discussions with the team.
• Work effectively with others in a team-oriented environment to meet customer expectations.
• Assist the Manager with project assignments and resource management.
• Lead efforts to continue to improve processes and efficiencies for the team and related areas.
• Participate in Projects as a Service Consultant to support our teams and customers.
• Other duties as assigned by management.

Competencies

• Effective ability to manage & lead a team
• Must value and promote team spirit, have outstanding interpersonal skills & exhibit professionalism within the workplace
• Able to identify and resolve problems in a timely manner, appropriately gather and analyze information, and apply creative solutions to issues or escalations
• Must possess excellent customer service and communication skills
• Must be able to cope in a fast-paced, demanding environment and manage sensitive, confidential issues

Qualifications

Education/Certification Requirement

Bachelor's degree or equivalent experience

Required

• Four or more years of progressive experience in tax consulting, tax operations, or a related advisory role, with proven success in complex engagements
• Expertise with Workday or other HRIS platform
• Mentoring or leadership experience
• Excellent customer service skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Preferred

• Experience configuring company tax in TaxEx, Workday, PeopleSoft, or similar ERP HR/Payroll systems

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.