Operations Assistant (Remote within Luzon, Philippines only)

Title: Operations Assistant (Full-Time)

Location: Luzon, Philippines (100% REMOTE WFH)

Shift: Late Shift with flexible hours (8:30 PM - 1:30 AM PHT are required core working hours - your remaining hours are flexible and can be completed before or after the core hours)

About The Role

TaxValet is looking for a Operations Assistant to help our teams eliminate the hassle and risk of sales tax. You’ll be using your project management and attention to detail skills to assist our New Client Onboarding and Client Tax Specialist Teams at TaxValet. This will be a highly collaborative role and will involve excellent time management skills to adequately share your support with multiple teams. 

As a Operations Assistant at TaxValet, the work you'll do day-to-day will likely change. But at the end of the day, it all comes back to doing what you're great at—providing friendly and effective internal administrative support. That way, the TaxValet team can stay focused on what they're great at (delivering an incredible sales tax service for our clients). 

In time, you’ll be the go-to person for many vital processes at TaxValet including: integrating clients into our internal software systems, client pricing system management, client offboarding tasks, time tracking monitoring and support, document prep, and executing various forms necessary for our client work to be completed in a timely manner. 

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.

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 60-ish 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!

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

• 2 years minimum of administrative, virtual assistant, or project management experience
• Great English proficiency
• Comfortable talking on the phone and through email
• Positive references from past supervisors

Interpersonal 

• You identify as a self-starter and always show initiative to get work done even without constant supervision.
• You have high attention-to-detail and are a perfectionist at heart. 
• You don’t waste time on frivolous activities. You manage an ever-changing calendar with ease due to your excellent time management skills. 
• You are always eager to learn new skills and technologies.
• You hate being bored and feel excited by new challenges. 
• When you read over TaxValet’s core values, you feel excited and inspired at the thought of embodying them every single day. 

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 

• Managing All Administrative Tasks Related to a New Client Starting Services with TaxValet. You support the New Client Onboarding Team with specific administrative tasks relating to their initial set up with TaxValet. This includes creating a client account in our custom software, adding the client’s information to internal systems, reaching out to the client for feedback on our Onboarding process and much, much more. 
• Manage Billing Support and Price Increases. You are the company's point person on all things related to client client subscription pricing. This includes reaching out to clients if their account is due for a price increase, monitoring and keeping track of our price increase system, and identifying and working with clients granted extended contracts.
• Manage Client Offboarding Admin Tasks. When a client leaves TaxValet, you will remove clients from our internal systems and make sure their offboarding is smooth. 
• Time Tracking Support. You will be the primary resource for time tracking knowledge. You will support the teams in making sure they understand how to properly time track and you will review their tracking regularly to make sure everyone is compliant. 
• Assist with Creating Time Sensitive Paperwork. You'll be a critical part of ensuring our clients' compliance needs are covered by drafting various forms for signature. 

Other Administrative Tasks As Assigned By Your Manager. 

Specific Measures of Success

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

• Timely Completion of Administrative Tasks. 100% of tasks have been completed on-time. 
• Timely Completion of Price Increase Correspondence. All client communication regarding subscription pricing are completed on-time. 
• Education Hours. The Admin Assistant will complete 3 hours per quarter in work related education or training.  
• Quarterly Rocks. All rocks have at least an 80% completion rate for the year. 

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 range of 64,021php per month
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. 
• 100% Remote Working from Home.
• Equipment and desk reimbursement policy set-up to ensure you are able to work remotely comfortably and effectively. 
• The ability to participate in the company profit sharing program after 1 year of tenure at TaxValet.

Some intangible benefits include:

• Engaged and satisfied coworkers who love working at TaxValet (with an eNPS 50% higher than the industry average)
• 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. 
• A fast-growing and entrepreneurial environment.