Canada Customer Tax Account Specialist

3 days ago

Mississauga ON, Peel Regional District, ON; Ontario, Canada OneSource Virtual Full-time

  • # Canada Customer Tax Account SpecialistApply: US-Remote: Full time: Posted Today: REQ-2026-335OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,500 customers, 92% retention, and $225+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place. Summary The Customer Tax Account Specialist is responsible for providing Canada payroll tax services and customer support to a defined book of OneSource Virtual customers. This role manages daily case work, leads customer calls as needed, processes tax remittances in a timely and accurate manner, and processes year-end T4, T4A, and Releve 1 and 2 activities. Responsibilities* Serve as the named Specialist for assigned Canadian Payroll Tax customers and initiate and maintain ongoing customer relationships through regular contact.
    * Manage and respond to customer cases daily within established Service Level Agreements (SLAs), maintaining accurate notes and timely closure
    * Process the payroll tax filing and year-end activities for T4, T4A, Releve 1 & 2, including amendments
    * Support customers via phone and lead customer calls as needed
    * Respond to escalated cases from internal stakeholders
    * Partner with peers and customer team partners to resolve customer requests and stabilize service delivery
    * Maintain accuracy and timeliness SLAs, meet quality and production scorecard targets, and follow security protocols to safeguard confidential customer data Competencies
    * Multi-Jurisdiction Payroll Tax Expertise: Utilizes understanding of Canadian payroll tax rules across federal, provincial, and territorial levels, covering CRA and Revenu Quebec remittances, CPP/QPP, EI, QPIP, employer health taxes, and provincial workers' compensation that we support.
    * Critical Thinking and Consultative Approach: Research and analyze Canadian payroll tax issues and assist with thoughtful and practical solutions for customer-specific contexts.
    * Customer Service: Maintains a professional, service-oriented approach across customer interactions, communicating clearly in writing, on the phone, and in customer-facing meetings.
    * Workload and Priority Management: Manages multiple customers and competing deadlines effectively across daily case work, customer calls, and tax filing and year-end cycles.
    * Process Orientation: Follows established procedures consistently, identifies opportunities for improvement, and escalates systemic issues with appropriate context.
    * Mathematical Aptitude: Comfortable with payroll tax calculations, reconciliations, and financial concepts.
    * Adaptability: Adjusts effectively to changes in customer requirements, regulatory updates, system changes, and workload shifts.
    * Teamwork and Mentorship: Collaborates with peers and partner teams, contributes to collective goals, and shares expertise with less experienced specialists. Qualifications Education/Certification Requirement* High School Diploma or Equivalent Required
    * 2+ years of Canadian payroll or payroll tax experience
    * involving research, troubleshooting, and employee/customer support
    * Demonstrated knowledge of Canadian multi-jurisdiction payroll tax, including CRA and Revenu Quebec remittances,
    * CPP/QPP, EI, QPIP, and year-end T4, T4A, and Releve 1 &2 activities
    * Proven ability to manage multiple priorities
    * Comfort with phone-based customer communication, including leading customer calls
    * Strong written and verbal communication skills
    * Proficiency with Microsoft Office Suite, particularly Outlook, Teams, and Excel, including pivot tables Preferred
    * Experience with Workday Payroll or Workday Tax
    * PCP (Payroll Compliance Professional) or PLP (Payroll
    * Leadership Professional) designation through the National Payroll Institute
    * Experience in an outsourcing or shared services environment
    * Experience with Salesforce or similar case management tools
    * Bilingual French and English communication skills
    * Associate's degree or higher in Accounting, Business, or a related field#LI-REMOTE
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