Us Tax Client Specialist

Summary

Join TaxValet as a Remote US Tax Client Specialist and become a key part of our growing, fully remote team. You will manage existing client accounts, providing support for various tax-related needs, including annual nexus reviews, permit applications, and offboarding. This role requires strong attention to detail, excellent communication skills, and the ability to manage multiple projects simultaneously. While sales tax experience is a plus, we prioritize a positive attitude and willingness to learn. We offer a competitive salary, generous paid time off, and the opportunity to contribute to a company committed to making a positive impact. TaxValet is a certified B-Corporation, reflecting our commitment to our team, clients, community, and environment.

Requirements

• Be ready to learn and grow professionally, and want a career (not just a job)
• Have strong preference for experience in tax auditing, tax consultancy, or tax advisory
• Have experience working with project management and detailed analysis and research
• Provide positive references from past supervisors
• Possess high attention-to-detail and be a perfectionist
• Be effective and comfortable communicating in writing, over webcam, and on the phone
• Be able to put someone at ease who is stressed out and anxious
• Be able to set clear boundaries and expectations with clients and follow up to ensure tasks are completed
• Be excellent at time management and avoid wasting time on frivolous activities
• Be eager to learn new skills and technologies and be great at researching and understanding complex information
• Enjoy bringing order and clarity to complex and chaotic situations

Responsibilities

• Manage changes to existing client accounts in areas such as annual nexus reviews, application for new permits, permit closure requests, offboarding, tax settings, and new sales channels
• Support existing clients and their Sales Tax Accountants with issues related to tax collection settings, new platforms, new permits, permit closures, and offboarding
• Analyze economic and other presence factors to determine changes in existing clients' sales tax nexus obligations annually
• Work closely with the 2nd Point of Contact Onboarding Specialist to review and present nexus results to the client
• Update and test tax collection settings on sales platforms to ensure clients are collecting sales tax correctly
• Support clients offboarding from TaxValet, managing permit closure information, final billings, paperwork, and client removal from TaxValet's systems
• Serve as the first contact for existing clients needing support in areas such as annual nexus reviews, permit applications, permit closures, offboarding, tax settings, and new sales channels
• Be the primary point of contact for billing-related changes or issues for all clients
• Work with the Onboarding Team to identify and implement improvements to project workflow for existing clients

Preferred Qualifications

Have sales tax experience

Benefits

• Target compensation 24,666 monthly ZAR commensurate with experience
• 43 days off per year (22 holidays + 21 PTO days)
• 3 additional days off per year to volunteer with a non-profit organization
• 100% Remote work with core working hours of 2:30 - 7:30 PM EST
• Ability to participate in the company profit sharing program after one year (pending passing a financial literacy quiz)
• Opportunity to learn relevant and in-demand skills
• 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