Sales Tax Analyst (Remote Within The Us)

Title: Sales Tax Analyst (known internally as our New Client Onboarding Specialist)

Location: 100% REMOTE (USA)

About The Role

TaxValet is looking for a SUPER SOCIAL DETAIL ORIENTED teammate to join our new client onboarding team. At TaxValet, we are fanatical about our clients having an incredible first impression working with us. And if you join us, you’ll be a big part of the reason why. So, if you are the type of person who loves digging into and analyzing a spreadsheet, but also enjoys connecting with people - keep reading!

The purpose of the Sales Tax Analyst (internally referred to as a New Client Onboarding Specialist) is to get clients totally set up within our systems so that the Sales Tax Filing Team can begin submitting their sales tax filings. Lots of training will be provided.

This role typically involves analyzing client data and performing research to provide an analysis of sales tax nexus and ensuring the clients’ tax systems are set up to our high standards of excellence. You’ll be working closely with external clients, as well as working closely with internal teammates.

This is a unique opportunity for those unique people who love diving into the nitty-gritty of a detailed spreadsheet, and are simultaneously outgoing and love to connect with people.

In time, you’ll be considered a sales tax expert and someone that many will turn to when looking for advice.

Don’t worry—we’ll provide lots of training and help along the way. Your attitude and potential are much more important than your current knowledge and experience.

Your Qualifications

We’re looking for someone who is ready to learn and grow professionally and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

Professional

• Experience and comfort in delving into complex data within spreadsheets.
• 1-2 years of experience working with project management, accounting, and/or research.
• Bachelor's Degree or relevant work experience.
• Positive references from past supervisors.
• Sales tax experience is a plus, but not required.

Interpersonal

• High attention to detail and a perfectionist at heart.
• Able to set clear boundaries and expectations with clients. Not afraid to follow up to get what you need to get across the finish line.
• Excellent at time management. You don’t waste time on frivolous activities.
• Enjoy bringing order and clarity to complex and chaotic situations.
• Eager to learn new skills and technologies. Great at researching (and understanding) complex information.
• Able to put someone at ease who is stressed out and anxious.
• Effective and comfortable communicating in writing, over webcam, and on the phone (this role will have a LOT of client interaction).

Please note that the final step before being hired is for you to arrange reference calls with three former managers.

Your Primary Responsibilities

• Making Sense of Transaction Data. 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.
• Sales Tax Setting Setup and Testing. The Onboarding Specialist will set up and test tax collection settings on sales platforms to ensure clients are collecting sales tax on their permit start dates.
• 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.
• 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.
• 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 why they have nexus in a state to help inform where they decide to get permits.

Specific Measures of Success

No surprises here! After a year on the job, you’ll be measured by these specific outcomes:

• Onboarding Speed. By the end of your first year, you are able to finish onboarding an average of 2 clients per month.
• Quarterly Rocks (goals). All rocks have at least an 80% completion rate for the year.
• Onboarding Completion Time. Onboarding clients complete the onboarding process in a meantime of fewer than 90 days.
• Client Happiness Rating. The clients that you support give you an onboarding NPS (customer happiness) rating of 50 or better.
• Education Hours. The Onboarding Specialist will complete 3 hours per quarter in work-related education or training.

Compensation and Benefits

We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:

• Target compensation $54,000 -$60,900 commensurate to experience.
• 401(k) Plan with generous company matching.
• 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, vision, dental, short-term disability, and long-term disability insurance.
• The ability to participate in the company profit sharing program after 1 year of tenure at TaxValet.
• 100% Remote work.

Some intangible benefits include:

• Opportunity to have a real impact and grow your career with the company.
• Learn relevant and in-demand skills you’ll have for the rest of your career.
• A fast-growing and entrepreneurial environment.
• Opportunity to join company retreats and vacations (post-COVID, of course).
• In a recent survey, 100% of employees scored working at TaxValet a 9 or 10 out of 10.

Are You Our Next Teammate?

We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you.

Commitment to Diversity, Equity, and Inclusion

We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups.

Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.

Job Type: Full-time

Pay: $54,000.00 - $60,900.00 per year

Benefits:

• Paid time off
• 401(k)
• Disability insurance
• 401(k) matching
• Flexible schedule
• Dental insurance
• Health insurance
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Do you have any previous experience with sales tax? This isn't a requirement to move forward, but we'd love to know either way!
• We have our salary listed in the job description. Does this salary range meet your expectations?
• What interests you the most about TaxValet?

Work Location: Remote