TaxValet - Sales Tax Onboarding Specialist (100% Remote Work)
Requirements
• Professional • 1-2 years of experience working with project coordination, accounting, sales tax, and/or research. • Experience coordinating projects or processes with multiple moving parts, deadlines, and dependencies (formal project management experience not required). • Glowing references from past supervisors. • Comfort working with complex, data-heavy spreadsheets (Excel proficiency required). • Bachelor’s degree or equivalent relevant work experience. • Sales tax experience or education is a plus but not required; willingness to learn deeply is essential. • Interpersonal • You genuinely enjoy working with people and building trust. You are an intuitive “people-reader” who pours into clients and shows up as a trusted advisor in their corner. This people-first approach applies to how you treat your internal team as well. • You are open to change, able to pivot when new information arises, and you do not let shifting priorities weigh you down • You’re highly self-aware and thoughtful about how you show up. You take responsibility for your impact on others and communicate with empathy, clarity, and respect. • You hate being bored and are energized by new challenges, messy problems, and situations where there isn’t a clear playbook. • You are naturally proactive. You don’t wait to be told what to do, and you take pride in owning outcomes, not just tasks. • Communication is truly your jam. You write clear, thoughtful client emails, lead productive conversations, and can explain complex ideas in a way that feels approachable and human. • You’re comfortable setting expectations and holding boundaries, with clients and teammates alike, and you’re not afraid to follow up persistently to keep things moving. • You’re calm, organized, and steady even when juggling multiple timelines, clients, and priorities. • You bring both strong attention to detail and a curious heart. You love learning, asking good questions, and continuously improving how work gets done. • You’re a team player through and through. You share what you learn, collaborate openly, and genuinely care about helping both clients and teammates succeed. • When you read TaxValet’s core values, you feel excited about living them day-to-day, not because you have to, but because they align with how you already work. • Please note: the final step before being hired is arranging reference calls with three former managers. • Project Throughput: You consistently manage and complete onboarding for an average of 4 clients per month while maintaining quality and client satisfaction. • Project Throughput: • Data Quality & Accuracy: Front-end data setup and transaction mappings are accurate, well-documented, and require minimal rework from other operational teams. • Data Quality & Accuracy: • Process Improvement: You continuously make onboarding better; through everyday improvements and bigger quarterly goals/initiatives that reduce friction, improve clarity, or shorten timelines. • Process Improvement: • Professional Development: Completion of at least 3 hours per quarter of relevant training or education, including progress toward advanced sales tax expertise. • Professional Development:
Responsibilities
• Onboarding Project Ownership & Timeline ManagementOwn the onboarding process from client sign-up through completion. Build and manage onboarding timelines, track dependencies, and proactively remove blockers to keep projects moving forward. Hold both clients and internal teams accountable through clear expectations and steady, professional follow-up. • Onboarding Project Ownership & Timeline Management • Client Advisory & CommunicationServe as the primary point of contact for clients during onboarding. Translate complex sales tax and data concepts into simple, actionable explanations. Set clear expectations, provide guidance, and help clients feel supported, informed, and confident throughout the process. • Client Advisory & Communication • Cross-Functional OrchestrationCoordinate closely with internal teams (including tax settings, filing, etc.) to ensure dependencies are understood, work is sequenced correctly, and handoffs happen on time. Act as the central source of truth for onboarding status and next steps. • Cross-Functional Orchestration • Making Sense of Transaction DataAnalyze large and often complex transaction datasets using Excel to understand how client data flows through systems. Create clear, practical mapping notes that explain how the client’s transactions should be categorized for tax collection and filing. Partner with internal teams to apply those mappings in our tools, and identify gaps or inconsistencies in the data so they can be resolved quickly. • Making Sense of Transaction Data • Sales Tax Context & GuidanceInterpret sales tax-related findings and explain their implications to clients from a big-picture, consultative perspective. While you will not perform nexus analyses, you will help clients understand results, obligations, and decisions in partnership with other teams. • Sales Tax Context & Guidance • Process Improvement & ScalingContinuously look for ways to improve the onboarding experience and internal workflows. Contribute ideas, document learnings, and help evolve processes so onboarding becomes smoother, faster, and more scalable over time. • Process Improvement & Scaling • Measures of Success • After your first year, success in this role will be measured by: • Onboarding Timeliness: Clients complete onboarding within an average of fewer than 60 days, with minimal stalled or inactive periods. • Onboarding Timeliness: • Client Experience: Clients provide an onboarding NPS (customer happiness) score of 80 or higher and report feeling supported, informed, and confident.
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: • Target annual compensation - $65,000 • 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously. • 43 days off per year. • 3 additional days off per year to volunteer with a non-profit organization of your choice. • Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance. • 401(k) Plan with generous company matching. We match 100% of up to a 3% contribution, and an additional 50% match on a 4-5% contribution. • 100% Remote work with core working hours of 11 AM - 4 PM EST. • The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.) • Don't just take our word for it! See what our employees have to say: • For the past 5 years, we've proudly maintained an impressive eNPS score of over 90! • Our team has consistently awarded us a 4.9-star rating on Glassdoor! • TaxValet has made the Inc 5000 list in 2023, 2024, and 2025 • We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026 • Come join us and find out why! • We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more! • We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set. • We are proud to have a diverse team of employees where everyone’s voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas. • Are You Our Next Teammate? • We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you. • Commitment to Diversity, Equity, and Inclusion • We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups. • Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.
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