Director of Payroll Tax Training

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.

Position Summary / Objective

The Director of Tax Training will provide strategic leadership for OneSource Virtual's comprehensive customer training organization, overseeing the development and delivery of world-class training programs for the tax compliance platform. This executive role requires a visionary leader who can build and execute communication plans, handle critical conversations with staff and clients, and drive innovation in training methodologies. The Director will clearly identify and mentor successors, prepare materials for executive presentations, develop measurable goals aligned with company objectives, and effectively negotiate training delivery with multiple stakeholder groups. This position combines deep expertise in instructional design and adult learning with executive leadership capabilities to ensure customers achieve maximum value from the tax compliance platform through exceptional training experiences.

Essential Functions / Duties / Responsibilities

• Build and execute comprehensive communication plans for training initiatives across customer success, product development, sales, and executive teams to ensure alignment and optimal training outcomes.
• Handle critical conversations with staff, peers, and clients regarding training effectiveness, customer satisfaction issues, and complex implementation challenges.
• Clearly identify and actively mentor successors within the training organization, developing leadership capabilities and ensuring knowledge transfer continuity.
• Prepare basic materials for new business presentations and deliver training-focused content to support sales efforts and customer acquisition initiatives.
• Prepare and deliver information for business and technology audits related to training programs, customer satisfaction metrics, and educational compliance standards.
• Develop measurable goals for the training organization that align with company objectives and drive customer success, platform adoption, and revenue growth.
• Effectively negotiate and coordinate delivery with customer success, product development, and sales teams to ensure training programs support broader organizational initiatives.
• Take decisive action to achieve group and individual goals , making strategic decisions that optimize training effectiveness and customer outcomes.
• Support accountability for training work fully or partially produced by the team, ensuring quality standards and customer satisfaction metrics are consistently met.
• Lead strategic development of training curriculum, methodologies, and delivery platforms to ensure customers receive world-class educational experiences that maximize platform value and compliance success.
• Drive AI integration strategy for training operations, implementing advanced technologies for personalized learning, automated content creation, and intelligent assessment systems.
• Establish and maintain strategic partnerships with industry training organizations, certification bodies, and educational technology providers to enhance training capabilities.
• Oversee development of certification programs and competency frameworks that create clear value propositions for customers and differentiate OneSource Virtual's training offerings.
• Lead cross-functional collaboration with product development teams to ensure training considerations are integrated into platform design and new feature development.
• Establish training metrics and KPIs that demonstrate business impact, customer satisfaction, and ROI on training investments while driving continuous improvement.
• Minimal role in day-to-day operations with focus on strategic leadership, vision setting, and organizational development while empowering team members to execute training delivery.

Competencies

Supervisory Responsibility

This role has direct oversight responsibility for the training organization, including Training Specialists, Managers, and supporting staff. Responsibilities include strategic leadership, organizational design, succession planning, and coordination with other department directors.

Qualifications and Experience

Preferred Skills

#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.