Remote Tax Client Specialist

Summary

Join TaxValet as a US Tax Client Specialist and be part of their team that transforms negative emotions into something positive for clients, partners, and each other. As a fractional sales tax department, they handle everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. The role involves managing existing client accounts, supporting clients with issues, conducting annual sales tax nexus reviews, setting up and testing tax collection settings, offboarding clients, and contributing to onboarding process improvement.

Requirements

• Strong Preference for experience in tax auditing, tax consultancy or tax advisory
• Experience working with project management and detailed analysis and research
• Positive references from past supervisors
• Sales tax experience is a plus, but not required

Responsibilities

• Existing Client Project Management. The Client Tax Specialist is responsible for managing changes to existing client accounts in the areas outlined above
• Support Existing Clients. You will support existing clients and their Sale Tax Accountants to help with any issues that come up in regard to tax collection settings, new platforms, new permits, permit closures and offboarding
• Annual Sales Tax Nexus Reviews. The Client Tax Specialist will analyze various economic and other presence factors to determine where existing clients have changes in their sales tax nexus obligations on an annual basis
• Sales Tax Settings Setup and Testing. The Client Tax Specialist will update and test tax collection settings on sales platforms to ensure clients are collecting sales tax on their new permit start or end dates
• Client Offboarding. You will support clients who offboard from TaxValet including managing permit closure information, final billings and paperwork, removing the client from TaxValet's systems, and ensuring the client has a positive experience at the end of our service
• First Contact for Existing Clients Needing Support. Support includes the following areas: annual nexus reviews, application for new permits, permit closure requests, offboarding, tax settings, new sales channels You will work to maximize time New Client Onboarding Specialists spend onboarding new clients by supporting existing clients
• Billing Support. You will be the primary point of contact for any billing related changes or issues for all clients
• Contributing to Onboarding Process Improvement. You will work with the Onboarding Team to identify and implement improvements to project workflow for existing clients so that clients have a hassle-free and enjoyable experience, while minimizing risk for both our clients and TaxValet

Benefits

• Flat monthly salary (dependent on experience) ranging from 102,725php - 105,144php
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year
• 100% Remote Working from Home