TaxValet — Fractional Sales Tax Department · 5 days ago
Client Onboarding Project Manager (100% Remote Work)
United States
Full-time
Remote
Entry Level
$65K/yr - $65K/yr
1+ years expTaxValet is a fast-growing, fully remote company that focuses on transforming negative emotions into positive experiences for clients through effective sales tax solutions. The Client Onboarding Project Manager will oversee the onboarding process for new clients, ensuring a smooth transition and effective communication throughout the experience.
AccountingConsultingPayments
Responsibilities
Own 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
Serve 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
Coordinate 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
Analyze 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
Interpret 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
Continuously 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
Qualification
Required
1-2 years of experience working with project management, accounting, sales tax, and/or research
Experience managing 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
You genuinely enjoy working with people and building trust. You're able to meet clients where they are, whether they're calm and organized or stressed and overwhelmed, and help them feel supported and confident
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
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.
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christine Pope
CEO
Glenn Amberson
Partner and Sales Manager
Company data provided by crunchbase