US Tax Client Specialist  

About TaxValet

We’re not just a tax company. We’re an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn’t fulfilling and enjoyable, what’s the point? At our company, our Core Purpose is to “transform negative emotions into something positive for our clients, partners, and each other”. It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:

Feel It, Shape It, Own It, Crush It, Question It

If you're enthusiastic about transforming negative emotions into something positive and want to work towards our Core Purpose, we'd love to hear from you!

Shift: Flexible late shift with core working hours 8:30 PM - 1:30 AM EST, the remaining hours can be completed before or after that.

About The Role

The purpose of the Client Tax Specialist is to serve as the principal contact for existing client accounts in the following areas: annual nexus reviews, application for new permits, permit closure requests, offboarding, tax settings, new sales channels.

You will work directly with clients to help address any new needs or concerns that arise, and ensure your clients are having a wonderful time working with you.

Your Primary Responsibilities

Existing Client Project Management. The Client Tax Specialist is responsible for managing changes to existing client accounts in the areas outlined above. They must communicate effectively and move the project through the identified workflow process in a timely way.

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. You 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. You 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.

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.

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.:

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. Yes, seriously.

100% Remote Working from Home.

The ability to participate in the company profit sharing program.

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• 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.

• High attention-to-detail and a perfectionist at heart.

• Effective and comfortable communicating in writing, over webcam, and on the phone.

• Able to put someone at ease who is stressed out and anxious.

• 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.

• Eager to learn new skills and technologies. Great at researching (and understanding) complex information.

• Enjoy bringing order and clarity to complex and chaotic situations.