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:
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 Client Specialist
Location: Philippines (REMOTE WFH)
Shift: Flexible late shift with core working hours 8:30 PM - 1:30 AM PHT, the remaining hours can be completed before or after that.
Our team is looking for a US Tax Specialist 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 “Client Tax Specialist.” The purpose of the Client Tax Specialist 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.
Check out our latest culture video from some of our very own Client Tax Specialists to see if this could be the right role for you! Watch it on Youtube here.
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.
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
Interpersonal
Please note that the final step before being hired is for you to arrange reference calls with your former managers and others.
No surprises here! After a year on the job, you’ll be measured by these specific outcomes:
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.:
Some intangible benefits include:
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.
H&R Block
H&R Block
H&R Block
H&R Block
