Sales Tax Onboarding Specialist (100% Remote Work)

TaxValet•United States, WY

5d•$65,000•Remote

About The Position

TaxValet is seeking a highly organized, creative, and people-first teammate for their New Client Onboarding team. This role combines project coordination, client communication, and sales tax expertise. The specialist will manage the entire onboarding experience from client sign-up to full setup for ongoing sales tax filing, acting as the primary driver of timelines and a trusted point of contact for clients. The company emphasizes a genuine people-first approach, both internally and externally, valuing strong emotional intelligence, empathy, and the ability to build trust quickly. The role requires adaptability and resilience, as it involves managing evolving client needs and pivoting plans. The specialist will coordinate across internal teams, translate client needs into actionable steps, and ensure alignment. While analytical and data-heavy work is involved, the primary measure of success is the ability to connect with people, drive momentum, anticipate challenges, and bring order to complexity. Prior sales tax experience is not required, but curiosity, ownership, and a desire to help clients succeed are essential.

Requirements

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.
Genuinely enjoy working with people and building trust.
Intuitive “people-reader” who pours into clients and shows up as a trusted advisor in their corner.
Open to change, able to pivot when new information arises, and do not let shifting priorities weigh you down.
Highly self-aware and thoughtful about how you show up.
Take responsibility for your impact on others and communicate with empathy, clarity, and respect.
Energized by new challenges, messy problems, and situations where there isn’t a clear playbook.
Naturally proactive. Do not wait to be told what to do, and take pride in owning outcomes, not just tasks.
Excellent written and verbal communication skills.
Comfortable setting expectations and holding boundaries, with clients and teammates alike.
Not afraid to follow up persistently to keep things moving.
Calm, organized, and steady even when juggling multiple timelines, clients, and priorities.
Strong attention to detail and a curious heart.
Love learning, asking good questions, and continuously improving how work gets done.
Team player through and through. Share what you learn, collaborate openly, and genuinely care about helping both clients and teammates succeed.
Alignment with TaxValet's core values: Feel It, Shape It, Own It, Crush It, Question It.
The final step before being hired is arranging reference calls with three former managers.

Nice To Haves

Prior sales tax experience is helpful but not required.

Responsibilities

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.
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.
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.
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.
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.
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.

Benefits

Target annual compensation - $65,000
43 days off per year (22 holidays + 21 PTO days)
3 additional days off per year to volunteer
Company pays 100% of health, short-term disability, and long-term disability insurance
Company pays 99% of dental and vision insurance
401(k) Plan with generous company matching (100% of up to 3% contribution, and an additional 50% match on a 4-5% contribution)
100% Remote work
Participation in the company profit sharing program (pending passing a financial literacy quiz)
Ongoing training, learning and development (munch and learns, coaching, diverse projects, continuous education reimbursement)
Growth opportunities and promotion from within
Encouragement of cross-department moves