US Tax Client Specialist (Remote in Luzon)

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!

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.

About The Role

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. 

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 experience in tax auditing, tax consultancy or tax advisory. 
• Experience working with project management and detailed analysis and 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 Client Tax Specialist 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 Sale Tax Accountants 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 Client Tax 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. They are expected to work closely with the 2nd Point of Contact Onboarding Specialist assigned to the client to both review and present the nexus results to the client. The Client Tax Specialist will not run live nexus review meetings with clients until such time that the Team Lead and the Client Tax Specialist assess for and determine readiness. 
• Sales Tax Settings Setup and Testing.  The Client Tax Specialist 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 Specialists 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.

Specific Measures of Success

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

• Annual Nexus Reviews. 95% of existing clients complete their annual nexus review within 365 days of their last review.
• Capacity. The Client Tax Specialist will be responsible for managing 70 existing clients and able to finalize 2-4 nexus reviews per month and 20-25 existing permit projects and offboarding projects per month.
• Education Hours. The Client Tax Specialist 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.:

• Flat monthly salary (dependent on experience) ranging from 102,725php - 105,144php.
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously. 
• 100% Remote Working from Home.
• The ability to participate in the company profit sharing program. 

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.
• TaxValet was named #6 on Quartz’s Best Companies for Remote Workers in 2023 list. Come join us and find out why!