Sales Tax Analyst

Summary

Join TaxValet, a fast-growing, fully remote, and profitable B-Corporation, as a Sales Tax Analyst (New Client Onboarding Specialist)! This role focuses on onboarding new clients, ensuring their seamless integration into TaxValet's systems. You will analyze client data, perform sales tax nexus reviews, set up tax collection settings, and troubleshoot any issues. The ideal candidate is detail-oriented, excels at communication, and enjoys both analytical work and client interaction. TaxValet offers extensive training and emphasizes professional development. This is a unique opportunity to contribute to a positive and supportive work environment while making a real impact on clients' businesses.

Requirements

• 1-2 years of experience working with project management, accounting, sales tax, and/or research
• Glowing references from past supervisors
• 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. 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

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

Preferred Qualifications

Sales tax experience is a plus, but not required

Benefits

• Target compensation $59,000.00 commensurate to experience
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO 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.)
• 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