US Sales Tax Specialist
TaxValet
Manila, Metro Manila, Philippines
6d ago

Title : US Sales Tax Analyst

Location : Philippines (REMOTE WFH)

Shift : Late Shift (6PM-3AM PH time)

About The Role :

Our team is looking for a Sales Tax Analyst to join our onboarding team. At our company, we are fanatical about our clients having an incredible impression working with us.

And if you join us, you’ll be a big part of the reason why.

Internally, we refer to this role as an Existing Client Onboarding Manager. The purpose of the Existing Client Onboarding Manager 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.

At a glance, you’ll be responsible for organizing transaction data, compiling nexus information (with supervision), updating tax software, broadly overseeing the sales tax permit application process, and communicating effectively with your clients.

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.

In time, you’ll be considered a sales tax expert and someone that many will turn to when looking for advice. We are looking for more than just a traditional accountant.

We are looking for someone who is a little bit more on the outgoing and social side and would feel comfortable researching and then explaining (in simple terms) that information to clients - in English!

Don’t worry we’ll provide lots of training and help along the way. Your attitude and potential is much more important than your current knowledge and experience.

Since this role is 100% remote working from home, this requires having high-speed and reliable home internet.

About The Company :

We’re not 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 TaxValet, 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 a fast-growing, financially stable, and profitable business with a small but AWESOME team of 15 teammates. We’re building a world-class sales tax team, and if you join us, you’ll be part of the reason why.

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

  • Feel It : We have authentic empathy for our clients, partners, and for each other. A little warmth and understanding goes a long way.
  • Shape It : We have a passion for possibilities and recognize that we are the authors of our own future.
  • Own It : We take responsibility for the outcomes, both good and bad.
  • Crush It : We strive for excellence in everything we do. We are competitive and want to WIN!
  • We are also a give 1% organization. This means that 1% of profit, employee time, and service time is dedicated towards nonprofits.

    This year, we contributed to emergency disaster relief in the Philippines.

    Your Qualifications :

    We’re looking for someone who is ready to learn and grow professionally, and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables :

    Professional :

  • Strong Preference for degree in Accounting, Accounting Technology, Legal Research, or similar field.
  • Experience working with project management, accounting, auditing, and / or research.
  • Positive references from past supervisors.
  • Sales tax experience is a plus, but not required.
  • Interpersonal :

  • 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.
  • Please note that the final step before being hired is for you to arrange reference calls with your former managers and others .

    Your Primary Responsibilities :

  • Existing Client Project Management. The Existing Client Onboarding Manager 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 Account Managers 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. The Existing Client Onboarding Manager 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.
  • They are expected to work closely with the 2nd Point of Contact Onboarding Manager assigned to the client to both review and present the nexus results to the client.

    The Existing Client Onboarding Manager will not run live nexus review meetings with clients until such time that the Team Lead and the Existing Client Onboarding Manager assess for and determine readiness.

  • Sales Tax Settings Setup and Testing. The Existing Client Onboarding Manager 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 .
  • You will work to maximize time New Client Onboarding Managers spend onboarding new clients by supporting existing clients.

  • 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 so that clients have a hassle-free and enjoyable experience, while minimizing risk for both our clients and TaxValet.
  • Continual Learning. You will prioritize continued learning in areas related to sales tax nexus, product taxability, marketplace, economic nexus, and any other topics or technologies related to the TaxValet onboarding process.
  • Specific Measures of Success

    No surprises here! After a year on the job, you’ll be measured by these specific outcomes :

  • Annual Nexus Reviews. 90% of existing clients complete their annual nexus review within 390 days of their last review.
  • Capacity. We don't yet know what the capacity limitations are for this role and are actively determining this metric.
  • Education Hours. The Existing Client Onboarding Manager will complete 3 hours per quarter in work related education or training.
  • 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 here including :

  • Salary Compensation dependent on experience.
  • 40 days off per year. This includes 22 holidays per year, plus 18 days of PTO per year. Yes, seriously.
  • Company paid HMO additional to government PhilHealth, SSS, and Pag-IBIG.
  • 100% Remote Working from Home.
  • Equipment and desk set-up to ensure you are able to work remotely comfortably and effectively.
  • Some intangible benefits include :

  • In a recent survey, 100% of employees scored working here a 9 or 10 out of 10.
  • Learn relevant and in-demand skills you’ll have for the rest of your career.
  • Opportunity to have a real impact and grow your career with the company.
  • Opportunity to join company retreats and vacations (post-COVID, of course).
  • A fast-growing and entrepreneurial environment.
  • Are You Our Next Teammate?

    We’d love to be in touch. Please apply online with a resume and cover letter. If there’s mutual interest, we’ll reach out to you to collect additional information.

    Thanks, and we’re looking forward to meeting you.

    About TaxValet :

    We do whatever it takes to eliminate the hassle of sales tax for our clients. This typically involves helping clients understand where they have sales tax obligations, getting sales tax permits, managing transaction data, and handling ongoing filings.

    We’re also there for them if they ever have sales tax related questions. We primarily serve online retailers based in the United States, but we are actively working on branching out into other markets. The sky is the limit!

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