TaxValet — Fractional Sales Tax Department · 5 months ago
Sales Tax Analyst - Apply for Future Openings (Remote within the US)
TaxValet is a certified B-Corporation focused on transforming negative emotions into positive experiences for clients. They are seeking a Sales Tax Analyst, also known as a New Client Onboarding Specialist, who will manage the onboarding process for new clients, ensuring their sales tax systems are set up correctly and providing support throughout the process.
AccountingConsultingPayments
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
Qualification
Required
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
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
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
Benefits
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.)
Company
TaxValet — Fractional Sales Tax Department
Navigating the labyrinth of sales tax is more than just an annoyance for e-commerce, SaaS, and other online sellers. It’s a major business challenge.