US Tax Compliance Specialist - Apply for Future Openings (100% Remote)

The purpose of the US Tax Compliance 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. The role involves conducting all nexus reviews, addressing nexus-related questions, and working directly with existing clients to explain nexus reviews and address nexus-related concerns.

Responsibilities

Conduct annual sales tax nexus reviews by analyzing economic and other presence factors to determine changes in sales tax nexus obligations; Manage client offboarding, including negotiating with clients to remain, managing permit closure information, computing final billings, completing paperwork, and removing clients from systems; Initiate changes to existing client accounts for permit openings, closures, and offboarding, including identifying permit types and preparing Formstack documentation; Support existing clients with nexus, state nexus questionnaires, use tax, resale certificate, and offboarding concerns; Complete client project audits and peer reviews to ensure accuracy and up-to-date information; Identify and implement improvements to project workflows

Requirements

1-2 years of experience working with project management, tax advisory, research, audit, and/or accounting; Bachelor's Degree in Business, Accounting, Finance, or relevant work experience; Master at spreadsheets, especially formulas in Excel; Excellent client communication and meeting skills; Ability to put someone at ease who is stressed or anxious; Energized by new challenges and skilled at researching complex information; Proactive approach; Excited and inspired by TaxValet's core values; Not afraid to challenge the status quo and voice concerns; High attention to detail and curious mind; Ability to set clear boundaries and expectations with clients; Ability to follow rules and processes, and think beyond standard approaches; Excellent time management and flexibility with an ever-changing calendar; Team player who shares learnings; Ability to bring order and clarity to complex situations; Arrange reference calls with three former managers before being hired

Nice to have

Sales tax experience

Benefits

43 days off per year (22 holidays plus 21 days of PTO); 3 additional days off per year to volunteer and serve the community; 100% remote work with flexible working hours; Eligibility for company profit sharing program after hire date (pending financial literacy quiz); Ongoing training, learning and development, coaching, diverse projects, and continuous education reimbursement program; Growth opportunities, promotion from within, and cross-department moves; Diverse and inclusive team with regular feedback processes