Us Tax Client Specialist

US Tax Client Specialist at TaxValet — Fractional Sales Tax Department

Location : % Remote work with core working hours of 2 : 30-7 : 30 PM SAST.

Remaining hours can be completed before or after the core working hours.

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.

We provide a comprehensive, custom-tailored solution that grows with our clients' businesses, with an all-inclusive solution for a simple, predictable monthly rate with no billable hours.

We are a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of 80-ish teammates.

We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

We are a certified B-Corporation committed to using business as a force for good, including giving 1% of profit, employee time, and service time to nonprofits.

We hire, promote, and reward based on alignment with our core values :

Feel It : We value connecting with real emotions and experiences of others and sharing our own.

Shape It : We contribute ideas and talents, challenge the status quo, and take calculated risks.

Own It : We take responsibility for actions, decisions, and outcomes, and learn from successes and failures.

Crush It : We relentlessly pursue exponential impact.

Question It : Be curious.

Seek clarity and continuous improvement.

If you're enthusiastic about transforming negative emotions into something positive and want to work toward our Core Purpose, we'd love to hear from you!

About the Role

Our team is looking for a US Tax Specialist to join our onboarding team.

The Client Tax Specialist serves as the principal contact for existing client accounts in areas including annual nexus reviews, permit applications, permit closures, offboarding, tax settings, and new sales channels.

You will organize transaction data, compile nexus information (with supervision), update tax software, oversee the sales tax permit application process, and communicate effectively with clients.

You will work directly with clients to address needs and ensure a positive experience.

The role evolves toward tax expertise, with training provided.

Your attitude and potential are valued highly.

Your Qualifications

We're looking for someone ready to learn and grow, with non-negotiables including :

Professional

Experience in tax auditing, tax consultancy, or tax advisory preferred.

Experience with project management and detailed analysis / research.

Positive references from past supervisors.

Sales tax experience is a plus but not required.

Interpersonal

High attention to detail and thoroughness.

Effective written, video, and phone communication.

Ability to put clients at ease and manage expectations; follow‑up as needed.

Strong time management; willing to learn new skills and technologies; strong research abilities.

Enjoy bringing order and clarity to complex situations.

Please note : final step before hire is arranging reference calls with former managers and others.

Your Primary Responsibilities

Existing Client Project Management : Manage changes to existing client accounts in the areas outlined above.

Support Existing Clients and their Sales Tax Accountants with issues that arise.

Annual Sales Tax Nexus Reviews : Analyze presence factors to determine changes in nexus obligations annually.

Sales Tax Settings Setup and Testing : Update / test tax collection settings on sales platforms for new permit dates.

Client Offboarding : Manage permit closure information, final billings, data removal, and ensure a positive end‑user experience.

First Contact for Existing Clients Needing Support : Cover nexus reviews, permit applications, closures, offboarding, tax settings, and new sales channels.

Billing Support : Primary point of contact for billing changes or issues for all clients.

Contributing to Onboarding Process Improvement.

Measures of Success

After a year on the job, success metrics include :

Annual Nexus Reviews : 95% of existing clients complete within days.

Capacity : Manage 70 existing clients; finalise 2-4 nexus reviews per month and

• permit / offboarding projects per month.

Education Hours : 3 hours per quarter in work‑related education or training.

Quarterly Rocks : At least 80% completion rate for the year.

Compensation and Benefits

Target compensation : 24, monthly ZAR, commensurate with experience.

43 days off per year : 22 holidays plus 21 days of PTO.

3 additional days off per year to volunteer with a nonprofit of your choice.

% remote work with core hours 2 : 30-7 : 30 PM SAST.

Participation in the company profit sharing program after hire (pending a financial literacy quiz).

Intangible benefits

Strong eNPS score and high Glassdoor rating.

Inclusion in Inc

Lists and recognition for remote work.

Ongoing training, development reimbursement, and opportunities to grow within the company.

Diverse, voice‑valued culture with opportunities for cross‑department moves.

Are You Our Next Teammate?

Please apply online with a resume and cover letter.

We review every application with intention and care.

If there's mutual interest, we'll request additional information.

Commitment to Diversity, Equity, and Inclusion

We promote an inclusive culture and equity for all, including people of color, people from working-class backgrounds, women, and LGBTQ+ community members.

We encourage applications from these identities and other historically marginalized groups.

We also encourage you to apply even if you do not feel you meet every qualification.

Seniority level : Entry level

Employment type : Full-time

Job function : Accounting / Auditing and Finance

Industries : Accounting

Note : This description reflects the content of the role and is not a contract of employment.

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