Us Tax Client Specialist

US Tax Client Specialist (Remote Work) 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. Our Core Purpose is to transform negative emotions into something positive for our clients, partners, and each other by eliminating the hassle and stress of sales tax. We are building a world-class fractional sales tax department and are hiring enthusiastic candidates to join us. As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. We offer a comprehensive, custom-tailored solution at 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. As a certified B-Corporation, TaxValet is committed to using business as a force for good. We consider the impact of our decisions on our team, clients, community, and environment. We are a "give 1%" organization, dedicating 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 the real emotions and experiences of others and sharing our own. Shape It : We proactively contribute ideas and talents, challenge the status quo, and take calculated risks. Own It : We take responsibility for actions and outcomes and learn from both successes and failures. Crush It : We relentlessly pursue exponential impact. Question It : Be curious, seek clarity, and foster fearless inquiry. If you're enthusiastic about transforming negative emotions into something positive and want to contribute to our Core Purpose, we'd love to hear from you Remote - US Tax Client Specialist About the Role The Client Tax Specialist is the principal contact for existing client accounts, handling 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. We are seeking someone who is outgoing and capable of researching and explaining complex tax information to clients in English. Training and support will be provided; attitude and potential are more important than current knowledge. Check out our culture video from our Client Tax Specialists. Your Qualifications Professional experience in tax auditing, tax consultancy, or tax advisory is preferred. Experience with project management, detailed analysis, and research. Positive references from past supervisors. Sales tax experience is a plus, but not required. High attention to detail and strong written, webcam, and phone communication. Ability to put clients at ease when stressed or anxious. Ability to set clear boundaries and expectations with clients and follow up to finish tasks. Excellent time management; productive and focused. Eager to learn new skills and technologies; good at researching and understanding complex information. 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 and move projects through the workflow in a timely manner; communicate effectively. Support Existing Clients : assist clients and their Sales Tax Accountants with tax settings, platforms, permits, closures, and offboarding. Annual Sales Tax Nexus Reviews : analyze factors to determine nexus obligations annually; collaborate with onboarding specialists to review results with clients. Sales Tax Settings Setup and Testing : update and test tax collection settings on sales platforms for permit start / end dates. Client Offboarding: support offboarding, including permit closures, final billings, data removal, and ensuring a positive end experience. First Contact for Existing Clients Needing Support : provide support across nexus reviews, permits, offboarding, tax settings, and new sales channels; optimize onboarding time for new clients. Billing Support: primary contact for billing changes or issues for all clients. Contributing to Onboarding Process Improvement : identify and implement improvements to workflow to deliver a hassle-free experience while minimizing risk. Specific Measures of Success After a year on the job, you'll be measured by these outcomes :Annual Nexus Reviews : 95% of existing clients complete their annual nexus review within days of last review. Capacity : manage 70 existing clients; finalize 2-4 nexus reviews per month and permit / offboardings per month. Education Hours : 3 hours per quarter in work-related education or training. Quarterly Rocks : 80%+ completion rate for the year. Compensation and Benefits Target compensation : 24, monthly ZAR, commensurate with experience. 43 days off per year (22 holidays + 21 days PTO) plus 3 additional days for volunteering. Opportunity to participate in profit sharing after the first year (pending a financial literacy quiz). Intangible benefits include a strong eNPS, high Glassdoor rating, Inc honors, Best Remote Workplaces recognition, ongoing training, and growth opportunities. We encourage ongoing training and development, cross-department moves, and a diverse, inclusive workplace where every voice matters. How to apply Interested in building your career at TaxValet? Please apply with a resume and cover letter. We evaluate applications with care and reach out if there is mutual interest. Commitment to Diversity, Equity, and Inclusion We promote equity for all and welcome applicants from diverse backgrounds. We encourage you to apply even if you do not meet every listed qualification. #J-18808-Ljbffr