Manage multiple onboarding workstreams at once; setting timelines and coordinating across internal teams.
Translate client needs into clear next steps and ensure everyone stays aligned and on track.
Requires excellent written and verbal communication, comfort facilitating conversations.

Your Qualifications:

1-2 years of experience working with project management, accounting, sales tax, and/or research.
Comfort working with complex, data-heavy spreadsheets (Excel proficiency required).
Experience managing projects or processes with multiple moving parts, deadlines, and dependencies.

Primary Responsibilities:

Own the onboarding process from client sign-up through completion.
Build and manage onboarding timelines, track dependencies, and proactively remove blockers.
Serve as the primary point of contact for clients during onboarding and translate data concepts.

Compensation and Benefits:

43 days off per year: 22 holidays and 21 days of PTO.
Company pays 100% of health, short-term disability, and long-term disability insurance, and 99% of dental and vision insurance.
401(k) Plan with generous company matching.

TaxValet

TaxValet is a fractional sales tax department that handles everything for clients, from nexus analysis to permit registrations and audit support. They are a fast-growing, fully remote, financially stable, and profitable business with a team of around 100 teammates.

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