Sales Tax Onboarding Specialist
New
T
TaxValetSales Tax Services
United States, Core working hours of 11 AM - 4 PM ESTFull-TimeMiddle
SalaryTarget annual compensation - $65,000
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Job Details
- Experience
- 1-2 years of experience working with project coordination, accounting, sales tax, and/or research.
- Required Skills
- Data AnalysisProject CoordinationMicrosoft ExcelAccountingProcess improvement
Requirements
- 1-2 years of experience working with project coordination, accounting, sales tax, and/or research.
- Experience coordinating projects with multiple moving parts, deadlines, and dependencies.
- Excel proficiency for working with complex, data-heavy spreadsheets.
- Bachelor’s degree or equivalent relevant work experience.
- Strong verbal and written communication skills to lead conversations and write clear, professional client emails.
- Ability to build trust quickly and act as a reliable point of contact for clients.
- Proactive mindset with the ability to adapt to shifting priorities and new information.
- Ability to set expectations and hold both clients and teammates accountable to timelines.
- Alignment with company core values (Feel It, Shape It, Own It, Crush It, Question It).
- Final hiring step requires arranging reference calls with three former managers.
Responsibilities
- Own the onboarding process from client sign-up through completion, building and managing timelines and tracking dependencies.
- Serve as the primary point of contact, translating complex sales tax and data concepts into simple, actionable client explanations.
- Coordinate across internal teams to ensure work is sequenced correctly and handoffs occur on time.
- Analyze complex transaction datasets using Excel to create practical mapping notes for tax collection and filing.
- Interpret sales tax-related findings for clients, explaining obligations and decisions from a consultative perspective.
- Continuously improve the onboarding experience and internal workflows to increase scalability.
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