New Client Sales Tax Project Manager

  • Full Time
  • Anywhere
  • Full Time
  • Anywhere

TaxValet

Transforming negative emotions into something positive.

Title: New Client Onboarding Specialist (Sales Tax Project Manager)

Location: 100% REMOTE (USA)

About The Role

TaxValet is looking for a SUPER SOCIAL PERFECTIONIST to join our new client onboarding team. At TaxValet, we are fanatical about our clients having an incredible first impression working with us. And if you join us, youll be a big part of the reason why.

The purpose of the New Client Onboarding Specialist is to get clients totally set-up within our systems so that the Sales Tax Filing Team can begin submitting their sales tax filings. Lots of training will be provided.

This role typically involves analyzing client data and performing research to provide sales tax nexus advice (with supervision) and ensuring the clients tax systems are set up to our high standards of excellence. Youll be working closely with external clients, as well as working closely with internal teammates.

In time, youll be considered a sales tax expert and someone that many will turn to when looking for advice.

Dont worrywell provide lots of training and help along the way. Your attitude and potential is much more important than your current knowledge and experience.

About TaxValet

Were not a tax company. Were an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isnt fulfilling and enjoyable, whats the point? At TaxValet, our Core Purpose is to transform negative emotions into something positive for our clients, partners, and each other. It just so happens that we do that by eliminating the hassle and stress of sales tax.

We are a fast-growing, financially stable, and profitable business with a small but AWESOME team of 15 teammates. Were building a world-class sales tax team, and if you join us, youll be part of the reason why.

We are a core-value driven business. That means we hire, fire, and reward based on alignment with our core values:

  • Feel It: We have authentic empathy for our clients, partners, and for each other. A little warmth and understanding goes a long way.

  • Shape It: We have a passion for possibilities and recognize that we are the authors of our own future.

  • Own It: We take responsibility for the outcomes, both good and bad.

  • Crush It: We strive for excellence in everything we do. We are competitive and want to WIN!

We are also a give 1% organization. This means that 1% of profit, employee time, and service time is dedicated towards nonprofits. This year, we contributed to typhoon disaster relief in the Philippines.

 

Compensation and Benefits 

We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:

  • 40 days off per year. This includes 22 holidays per year, plus 18 days of PTO per year. Yes, seriously.

  • Company pays 100% of health, vision, dental, short-term disability, and long-term disability  insurance.

  • 401(k) Plan with generous company matching.

  • $55K/yr salary after completing training ($50k/yr before completing training).

  • 100% Remote work.

 

Some intangible benefits include:

  • In a recent survey, 100% of employees scored working at TaxValet a 9 or 10 out of 10.

  • Learn relevant and in-demand skills youll have for the rest of your career.

  • Opportunity to have a real impact and grow your career with the company.

  • Opportunity to join company retreats and vacations (post-COVID, of course).

  • A fast-growing and entrepreneurial environment.

 

Your Qualifications

Were looking for someone who is ready to learn and grow professionally, and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

 

Professional

  • Degree in Accounting, Accounting Technology, Legal Research, or similar field.

  • Experience working with project management, accounting, and/or research.

  • Positive references from past supervisors.

  • Sales tax experience is a plus, but not required.

 

Interpersonal 

  • High attention-to-detail and a perfectionist at heart.

  • Effective and comfortable communicating in writing, over webcam, and on the phone (this role will have a LOT of client interaction).

  • Able to put someone at ease who is stressed out and anxious.

  • Able to set clear boundaries and expectations with clients. Not afraid to follow-up to get what you need to get across the finish line.

  • Excellent at time management. You dont waste time on frivolous activities.

  • Eager to learn new skills and technologies. Great at researching (and understanding) complex information.

 

Please note that the final step before being hired is for you to arrange reference calls with your former managers and others.

 

Your Primary Responsibilities

  • Onboarding Project Management. The Onboarding Specialist is responsible for setting up and managing clients from the time they sign-up until onboarding is complete. They must communicate effectively, collect and analyze information, and move the project through the onboarding process in a timely way.

  • Contributing to Onboarding Process Improvement. You will work with the Onboarding Team to identify and implement improvements to onboarding workflow so that clients have a hassle-free and enjoyable experience, while minimizing risk for both our clients and TaxValet.

  • Making Sense of Transaction Data. You will unravel and provide documentation for the clients’ transaction data and integrate the data into tax software systems so that you can confirm its accuracy.

  • Sales Tax Nexus Reviews. The Onboarding Specialist will analyze various economic and other presence factors to determine where clients have sales tax nexus. They will provide explanations to the client why they have nexus in a state to help inform where they decide to get permits.

  • Sales Tax Setting Setup and Testing.  The Onboarding Specialist will set up and test tax collection settings on sales platforms to ensure clients are collecting sales tax on their permit start dates.

  • Continual Learning. You will prioritize continued learning in areas related to sales tax nexus, product taxability, marketplace, economic nexus, and any other topics or technologies related to the onboarding process.

Specific Measures of Success

No surprises here! After a year on the job, youll be measured by these specific outcomes:

  • Onboarding Speed. By the end of your first year, you are able to finish onboarding an average of 2 clients per month.

  • Client Happiness Rating. The clients that you support give you  an onboarding NPS (customer happiness) rating of 50 or better. That means the majority of clients score you a 9 or 10 out of 10.

  • Onboarding Completion Time. Onboarding clients complete the onboarding process in a median time of less than 90 days.

  • Education Hours. The Onboarding Specialist will complete 3 hours per quarter in work related education or training.

 

Are You Our Next Teammate?

Wed love to be in touch. Please apply online with a resume and cover letter. If theres mutual interest, well reach out to you to collect additional information. Thanks, and were looking forward to meeting you.

 


 

At TaxValet, we reduce the stress and hassle of remitting and filing sales tax for online retailers and e-commerce businesses. This includes determining where a company has sales tax nexus, opening permits, and filing their taxes. But, we are not a tax company, we are an emotions company. Everything we do is driven by our core purpose of transforming negative emotions into something positive. We are a small team of about 15 people, but we are growing quickly. We are 100% remote and have amazing benefits including 100% paid health, vision, dental, and disability insurance. We are financially stable and profitable. Our team works very well together and we believe in authentic empathy not just for our clients but for each other as well. TaxValet is a place to grow and develop professionally and personally as this company is fast-paced and making waves in the sales tax industry!

Tagged as: Accounting, Business Tax Preparation, Coordinating with Others, Customer Support Management, Judgment and Decision Making, Other - Accounting & Consulting, Project Management

Incluzion acts as your personal reference for your application, so let us know when you apply!


  • Begin your application by clicking the Apply button below, and be sure to reference Incluzion as a source while applying.
  • If you have not done so, add your resume to the Incluzion talent database to ensure you're connected with similar opportunities
  • Spread the word about Incluzion!

Incluzion acts as your personal reference for your application, so let us know when you apply!


  • Begin your application by clicking the Apply button below, and be sure to reference Incluzion as a source while applying.
  • If you have not done so, add your resume to the Incluzion talent database to ensure you're connected with similar opportunities
  • Spread the word about Incluzion!

Contact us

TaxValet

Transforming negative emotions into something positive.

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