Client Onboarding Project Manager (100% Remote Work)

TaxValet

5h•$65,000 - $65,000•Remote

About The Position

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 management, client communication, and sales tax expertise. You will own the onboarding experience from the moment a client signs until they are fully set up for ongoing sales tax filing, serving as both the primary driver of timelines and a trusted, human point of contact for clients navigating a complex process. At TaxValet, we are fanatical about first impressions. As a Client Onboarding Project Manager (internally referred to as a New Client Onboarding Specialist), you will be the person clients interact with most during their early days with us. Day-to-day, you’ll manage multiple onboarding workstreams at once; setting timelines, coordinating across internal teams, and making sure every handoff happens when it should. Success in this role requires strong emotional intelligence, empathy, and the ability to build trust quickly. You’ll regularly work with clients who feel overwhelmed, behind, or unsure, and your ability to communicate clearly, calmly, and confidently will make all the difference. You will also act as the central coordinator across internal teams, translating client needs into clear next steps and ensuring everyone stays aligned and on track. This role requires excellent written and verbal communication, comfort facilitating conversations, and the confidence to set expectations, follow up persistently, and hold both clients and teammates accountable to shared timelines. While this role does include meaningful analytical and data-heavy work, particularly making sense of large transaction datasets and ensuring accurate front-end data setup, the true measure of success is your ability to connect with people, drive momentum, anticipate challenges, and bring order to complexity. You will not be responsible for filing returns, but your work ensures the Filing Team can operate smoothly and confidently. Don’t worry! We’ll provide lots of sales tax training and help along the way. Prior sales tax experience is helpful but not required; curiosity, ownership, and a genuine desire to help clients succeed matter most.

Requirements

1-2 years of experience working with project management, accounting, sales tax, and/or research.
Experience managing 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.
You genuinely enjoy working with people and building trust. You’re able to meet clients where they are, whether they’re calm and organized or stressed and overwhelmed, and help them feel supported and confident.
You’re 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 hate being bored and are energized by new challenges, messy problems, and situations where there isn’t a clear playbook.
You are naturally proactive. You don’t wait to be told what to do, and you take pride in owning outcomes, not just tasks.
Communication is truly your jam. You write clear, thoughtful client emails, lead productive conversations, and can explain complex ideas in a way that feels approachable and human.
You’re comfortable setting expectations and holding boundaries, with clients and teammates alike, and you’re not afraid to follow up persistently to keep things moving.
You’re 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’re a team player through and through. You share what you learn, collaborate openly, and genuinely care about helping both clients and teammates succeed.
When you read TaxValet’s core values, you feel excited about living them day-to-day, not because you have to, but because they align with how you already work.

Nice To Haves

Sales tax experience or education is a plus but not required; willingness to learn deeply is essential.

Responsibilities

Onboarding Project Ownership & Timeline Management
Client Advisory & Communication
Cross-Functional Orchestration
Making Sense of Transaction Data
Sales Tax Context & Guidance
Process Improvement & Scaling

Benefits

Target compensation $65,000
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, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance.
401(k) Plan with generous company matching. We match 100% of up to a 3% contribution, and an additional 50% match on a 4-5% contribution.
100% Remote work with core working hours of 11 AM - 4 PM EST.
The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)
Don't just take our word for it! See what our employees have to say:
For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
Our team has consistently awarded us a 4.9-star rating on Glassdoor!
TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
Come join us and find out why!
We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
We are proud to have a diverse team of employees where everyone’s voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas.