Sales Tax Onboarding Specialist (100% Remote Work)

About the role

TaxValet is looking for a highly organized, creative, and people-first teammate to join our New Client Onboarding team. This role sits at the intersection of project coordination, client communication, and sales tax expertise.

Responsibilities

• Onboarding Project Ownership & Timeline Management

• 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.

• Client Advisory & Communication

• 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.

• Cross-Functional Orchestration

• 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.

• Making Sense of Transaction Data

• 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.

• Sales Tax Context & Guidance

• Interpret sales tax-related findings and explain their implications to clients from a big-picture, consultative perspective.
• Help clients understand results, obligations, and decisions in partnership with other teams.

• Process Improvement & Scaling

• 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.

Qualifications

• Professional

• 1-2 years of experience working with project coordination, accounting, sales tax, and/or research.
• Experience coordinating 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.

• Interpersonal

• You genuinely enjoy working with people and building trust.
• You are an intuitive “people-reader” who pours into clients and shows up as a trusted advisor in their corner.
• You are open to change, able to pivot when new information arises, and you do not let shifting priorities weigh you down.
• You are 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 are naturally proactive. You don’t wait to be told what to do, and you take pride in owning outcomes, not just tasks.
• You are comfortable setting expectations and holding boundaries, with clients and teammates alike, and you are not afraid to follow up persistently to keep things moving.
• You are 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 are a team player through and through. You share what you learn, collaborate openly, and genuinely care about helping both clients and teammates succeed.
• You feel excited about living TaxValet’s core values day-to-day, not because you have to, but because they align with how you already work.