TaxValet

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. As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours. We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why. As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits. We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values: - Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others. - Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future. - Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned. - Crush It: We relentlessly pursue exponential impact in our business and life. - Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry. 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! Title: US Tax Advisory Specialist Location: 100% Work from home in the Luzon region, Cebu City, Davao City and Iloilo City, Philippines Shift: Flexible late shift - Core working hours from 8:30 PM - 1:30 AM PHT (remaining hours can be completed before or after that) About The Role The purpose of the US Tax Advisory Specialist is to serve as the principal contact for existing client accounts in the following areas: annual nexus reviews, monthly economic nexus reviews, offboarding, use tax, resale certificates and state nexus questionnaires. You will focus on conducting all nexus reviews, addressing nexus-related questions, and meeting and/or working directly with existing clients to explain nexus reviews and help address any nexus-related concerns that arise and ensure your clients are having a wonderful time working with you. You will work directly with other TaxValet employees, specifically the Client Tax Specialist Team, Onboarding Team and Filing Team, to ensure existing clients continue to be set-up and ready for the sales tax filing process. Internally known as our Client Nexus Specialist 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 - 1-2 years of experience working with project management, tax advisory, research, audit, and/or accounting. - Sales tax experience is a plus, but not required. - Bachelor's Degree in Business, Accounting, Finance, or relevant work experience. - You consider yourself a master at spreadsheets; you love using formulas, especially within Excel. Interpersonal - This role will involve a LOT of client interaction and communication. Communication is your jam. You shine during in person (virtual) meetings with clients such that the client leaves inspired and resolved. You excel at putting together emails to clients. - You are able to put someone at ease who is stressed out and anxious. - You are energized by new challenges and problems to solve.You are great at researching (and understanding) complex information. - You approach life proactively and don’t sit around waiting to be told what to do. - When you read over TaxValet’s core values, you feel excited and inspired at the thought of embodying them day-to-day. - You are not afraid to challenge the status quo and speak up when something doesn’t seem right. You’re confident in voicing concerns and advocating for what’s best for the team, clients, and TaxValet as a whole. - You bring both a high attention to detail and a curious mind. - You don’t hesitate to set clear boundaries and expectations with clients, never afraid to follow up to get what you need to get across the finish line. - You know how to follow rules and processes, but you’re also creative and thinks beyond the standard approach when necessary. - You don’t waste time on frivolous activities. You manage an ever-changing calendar with ease due to your excellent time management skills. You’ll need to plan in advance, and also be flexible when changes need to be made. - You’re always a team player at heart, and you never hesitate to share your learnings with your team or apply learnings gained from your collaboration with others. - It’s natural for you to bring 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 three of your former managers. Your Primary Responsibilities - Annual Sales Tax Nexus Reviews. The Client Nexus Specialist 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. - Client Offboarding. The Client Nexus Specialist will be responsible for working with clients during their offboarding process. This includes negotiating with clients to explore opportunities for them to remain with TaxValet. If the client decides to proceed with offboarding, the CNS will ensure a smooth transition by managing permit closure information, computing final billings, completing necessary paperwork, and removing the client from TaxValet's systems, all while ensuring they have a positive experience at the conclusion of our service. - Permit Opening, Closure, and Client Offboarding. The Client Nexus Specialist is responsible for initiating changes to existing client accounts resulting from a nexus review conducted, specifically in the areas of permit application, permit closure, and offboarding. This includes identifying the appropriate permit type for new permits, as well as completing the necessary Formstack preparation for both permit openings and closures before handing the project over to the assigned Client Tax Specialist. - Support Existing Clients. You will support existing clients and their assigned hub to help with any issues that come up in regard to nexus, state nexus questionnaires, use tax, resale certificate and offboarding concerns of existing clients - Project Audit. You will complete client project audits and peer reviews to ensure our clients' work is done correctly and all information is up-to-date. These processes are also used as a training opportunity for our team. - Contributing to Client Success beyond Onboarding. You will actively work with the team to identify and implement improvements to project workflows. Specific Measures of Success No surprises here! After a year on the job, you’ll be measured by these specific outcomes: - The Client Nexus Specialist will ensure that tax exposure resulting from errors in nexus reviews completed within the trailing 12-month period remains below 3% of the maximum ideal exposure as % of net income in the Known Client Risk Pool - The Client Nexus Specialist will ensure that less than 10% of nexus reviews completed in the trailing 12-month period have substantial errors as identified through peer review. Substantial errors are defined as inaccuracies that could lead to a possible exposure or non-compliant decision for the client. - The Client Nexus Specialist will be responsible for supporting 66 existing clients for CNS-related concerns per month. - The Client Nexus Specialist will be responsible for completing 8 nexus reviews per month. - The Client Nexus Specialist will be responsible for managing 20-25 Resale certificates, Use Tax, State Questionnaires and Offboarding projects per month. - 100% of open tickets should be responded to by the Client Nexus Specialist within 48 hours - Completion of online education and training. You will complete 3 hours per quarter of educational training. - Completion Rate of Quarterly Rocks. 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: - Monthly flat salary - 109,867 PHP - 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 and serve your community - 100% Remote work with flexible working hours - The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.) Some intangible benefits include: - 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. Are You Our Next Teammate? We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you. Commitment to Diversity, Equity, and Inclusion We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups. Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.

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. As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours. We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why. As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits. We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values: - Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others. - Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future. - Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned. - Crush It: We relentlessly pursue exponential impact in our business and life. - Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry. 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! Title: Sales Tax Analyst (known internally as our New Client Onboarding Specialist) Location: 100% Remote work with core working hours of 11 AM - 4 PM EST (remaining hours can be completed before or after that) About the Role 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 coordination, 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 Sales Tax Analyst (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. This Role is For You If: You love being the person who turns “we’re stuck” into “here’s the plan”, and you’re not afraid to herd the cats to keep things moving. You’re not chasing perfection. You’re growth-minded, resilient, and open to feedback, using it as fuel to learn, adjust, and improve as you go. You can bounce between spreadsheets and humans all day: make sense of messy data, then explain it clearly enough that a client actually gets it. You get a weird amount of satisfaction from a clean timeline, a crisp follow-up email, and an onboarding that finishes on time! Your Qualifications Professional - 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. Interpersonal - 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. Please note: the final step before being hired is arranging reference calls with three former managers. Primary Responsibilities - Onboarding Project Ownership & Timeline Management 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. - Client Advisory & Communication 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. - Cross-Functional Orchestration 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. - Making Sense of Transaction Data 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. - Sales Tax Context & Guidance Interpret sales tax-related findings and explain their implications to clients from a big-picture, consultative perspective. While you will not perform nexus analyses, you will help clients understand results, obligations, and decisions in partnership with other teams. - Process Improvement & Scaling 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. Measures of Success After your first year, success in this role will be measured by: - Onboarding Timeliness: Clients complete onboarding within an average of fewer than 60 days, with minimal stalled or inactive periods. - Client Experience: Clients provide an onboarding NPS (customer happiness) score of 80 or higher and report feeling supported, informed, and confident. - Project Throughput: You consistently manage and complete onboarding for an average of 4 clients per month while maintaining quality and client satisfaction. - Data Quality & Accuracy: Front-end data setup and transaction mappings are accurate, well-documented, and require minimal rework from other operational teams. - Process Improvement: You continuously make onboarding better; through everyday improvements and bigger quarterly goals/initiatives that reduce friction, improve clarity, or shorten timelines. - Professional Development: Completion of at least 3 hours per quarter of relevant training or education, including progress toward advanced sales tax expertise. 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: - 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.) Some intangible benefits include: - 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. Are You Our Next Teammate? We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you. Commitment to Diversity, Equity, and Inclusion We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups. Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Senior Manager of Tax Strategy (internally known as Director of Tax Strategy) holds a high level of responsibility for the smooth functioning, strategic direction, and risk management of our Onboarding and Audit & VDA teams. This is a leadership role for someone who loves guiding teams through complex work, not by having every answer, but by asking the right questions. You’ll help our managers and specialists think strategically, minimize risk, and show up as trusted advisors to our clients (and each other). You’ll bring structure when things are messy, perspective when things are stressful, and calm when things get weird. You’ll spend your time developing strong managers, strengthening operational systems, supporting high-stakes tax strategy decisions, and ensuring our teams have what they need to deliver a consistent, high-quality experience, even as we continue to scale. As a member of TaxValet’s management team, this role offers a unique opportunity to shape how we deliver our services at a high level, reduce client stress, and build a world-class team in a company that cares deeply about people, purpose, and doing excellent work. Qualifications - Strong sales tax foundation, especially around nexus, taxability, and multi-state compliance strategy. - Demonstrated ability to research and interpret state statutes and translate complexity into clear, actionable guidance for teams and clients. - Proven experience leading teams through complex, high-stakes work where accuracy, timeliness, and risk management matter. - Strong operational instincts: ability to improve systems, create scalable workflows, and raise quality without burning people out. - Comfortable partnering cross-functionally to adopt improvements that increase efficiency and accuracy. - Able to use data and spreadsheets to plan capacity, forecast needs, and guide prioritization. - Drawn to leadership and coaching, genuinely caring about helping people grow and thrive. - Calm under pressure and can lead through high-stress situations without spreading chaos. - Strong communicator and can coach others in client and internal communication daily. - Resourceful, strategic, and comfortable navigating ambiguity. - Align with and actively live out core values: Feel It, Shape It, Own It, Crush It, Question It. Requirements - Define and drive the strategic goals of the Onboarding and Audit & VDA teams in alignment with TaxValet’s long-term direction. - Develop and coach leaders across Onboarding and Audit & VDA, ensuring they have the support, tools, and training needed to lead confidently. - Provide strategic tax leadership by helping teams identify risk areas, ask smart questions, and make strong decisions in complex situations. - Support teams in identifying operational issues, pain points, and bottlenecks, and designing practical solutions. - Partner across operational teams, Tech & Innovation, and Sales & Marketing to improve handoffs and strengthen communication. Benefits - Target annual compensation - $87,980 - $100,000 commensurate to experience. - 43 days off per year, including 22 holidays and 21 days of PTO. - 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. - 100% Remote work with core working hours of 11 AM - 4 PM EST. - Participation in the company profit sharing program after your hire date. - Ongoing training, learning, and development opportunities. - Support for growth opportunities and promoting from within. - A diverse team where everyone’s voice matters.