Title: Sales Tax Analyst (known internally as our New Client Onboarding Specialist)

Location: 100% REMOTE (USA)

About The Role

TaxValet is looking for a multifaceted teammate to join our new client onboarding team who excels at problem solving, finding creative solutions and supporting clients with complex issues. At TaxValet, we are fanatical about our clients having an incredible first impression working with us. And if you join us, you’ll be a big part of the reason why. So, if you are the type of person who loves digging into and analyzing a spreadsheet, but also enjoys connecting with people - keep reading!

The purpose of the Sales Tax Analyst (internally referred to as a 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 (this role does not manage filing returns). Lots of training will be provided.

This role typically involves analyzing client data and performing research to provide an analysis of sales tax nexus and ensuring the clients’ tax systems are set up to our high standards of excellence. You’ll be working closely with external clients, as well as working closely with internal teammates. 

This is a unique opportunity for those unique people who love diving into the nitty-gritty of a detailed spreadsheet, and are simultaneously outgoing and love to connect with people. 

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

Don’t worry—we’ll provide lots of sales tax training and help along the way. Your attitude and potential are much more important than your current knowledge and experience. 

Your Qualifications

We’re 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

  • 1-2 years of experience working with project management, accounting, sales tax, and/or research.
  • Glowing references from past supervisors.
  • Sales tax experience is a plus, but not required. 
  • Bachelor's Degree or relevant work experience. 
  • Experience and comfort in delving into complex data within spreadsheets including proficiency with excel

Interpersonal 

  • You’re aware of your triggers and how you come across in conversation, and have no problem taking responsibility for the impact you have on others.
  • You hate being bored and feel excited by new challenges and problems to solve.
  • You approach life proactively and don’t sit around waiting to be told what to do.
  • When you read over TaxValet’s core values, you feel excited and inspired at the thought of embodying them day-to-day.
  • You bring both a high attention to detail and a curious heart
  • Communication is your jam. You excel at putting together emails to clients. You shine during in person meetings with clients such that the client leaves inspired and resolved.  This role will involve a LOT of client interaction and communication. 
  • You are able to put someone at ease who is stressed out and anxious.
  • You don’t hesitate to set clear boundaries and expectations with clients, never afraid to follow up to get what you need to get across the finish line.
  • You don’t waste time on frivolous activities. You manage an ever-changing calendar with ease due to your excellent time management skills
  • You are always eager to learn new skills and technologies. You are great at researching (and understanding) complex information. You’re always a team player at heart, and you never hesitate to share your learnings with your team or apply learnings gained from your collaboration with others. 
  • It’s natural for you to bring order and clarity to complex and chaotic situations.

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

 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. 
  • Sales Tax Setting Setup and Testing.  The Onboarding Specialist will set up and test tax collection settings on sales platforms. They will diligently troubleshoot and resolve any collection issues to ensure clients are collecting sales tax accurately on their permit start dates.
  • 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 to help inform where they decide to open permits.
  • 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. Using Excel, 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.

Specific Measures of Success

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

  • Onboarding Completion Time. Onboarding clients complete the onboarding process in a meantime of fewer than 60 days.  
  • Client Happiness Rating. The clients that you support give you an onboarding NPS (customer happiness) rating of 50 or better. 
  • Onboarding Speed. By the end of your first year, you are able to finish onboarding an average of 1.5 clients per month.
  • Education Hours. The Onboarding Specialist will complete 3 hours per quarter in work-related education or training.  
  • Quarterly Rocks (goals). All rocks have at least an 80% completion rate for the year. 

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:

  • Target compensation $54,000 -$60,900 commensurate to experience.
  • 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously. 
  • 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.) 

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 you’ll have for the rest of your career.
  • Opportunity to have a real impact and grow your career with a growing company.
  • Opportunity to join company retreats. 
  • A fast-growing and entrepreneurial environment.

 

 

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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