Overview
This role is for candidate pooling purposes only. While there is no active hiring at the moment, applications from qualified candidates interested in future opportunities are welcome. If there is a fit, the organization will reach out when a position becomes available.
The organization operates a fractional sales tax department that manages everything for clients, including nexus analysis, permit registrations, filings, audit support, and more. The service offers a comprehensive, custom-tailored solution with a simple, predictable monthly rate and no billable hours. The business is fully remote, financially stable, and profitable.
Position Summary
Title: Sales Tax Analyst (also known internally as New Client Onboarding Specialist)
Location: 100% Remote (USA)
The Sales Tax Analyst will join the new client onboarding team, focusing on problem-solving, creative solutions, and supporting clients with complex issues. This role is responsible for setting up clients within the systems so the Sales Tax Filing Team can begin submitting filings (this role does not manage filing returns). Extensive training will be provided.
The role involves analyzing client data, performing sales tax nexus research, and ensuring tax systems are set up to high standards. It requires close collaboration with both external clients and internal teammates.
Responsibilities
- Manage client onboarding projects from sign-up through completion, ensuring timely progress and effective communication.
- Set up and test tax collection settings on sales platforms, troubleshooting and resolving collection issues to ensure accurate sales tax collection from permit start dates.
- Analyze economic and other presence factors to determine clients' sales tax nexus and provide explanations to inform permit decisions.
- Collaborate with the onboarding team to identify and implement process improvements for a hassle-free client experience while minimizing risk.
- Analyze and document clients' transaction data using Excel and integrate data into tax software systems to confirm accuracy.
Qualifications
Professional
- 1-2 years of experience in project management, accounting, sales tax, and/or research.
- Strong references from previous supervisors.
- Sales tax experience is a plus but not required.
- Bachelor's degree or relevant work experience.
- Proficiency with Excel and comfort working with complex data in spreadsheets.
Interpersonal
- Self-aware of communication style and impact on others.
- Enthusiastic about new challenges and problem-solving.
- Proactive approach to work without waiting for direction.
- Alignment with core values emphasizing emotional connection, responsibility, curiosity, and excellence.
- High attention to detail combined with curiosity.
- Excellent communication skills, especially in client emails and meetings.
- Ability to put stressed clients at ease.
- Comfortable setting clear boundaries and expectations with clients.
- Strong time management skills and ability to manage a dynamic calendar.
- Eagerness to learn new skills and technologies.
- Team player who shares knowledge and applies collaborative learnings.
- Ability to bring order and clarity to complex situations.
Note: Final hiring step includes arranging reference calls with three former managers.
Measures of Success
- Complete client onboarding in an average of fewer than 60 days.
- Achieve a client onboarding Net Promoter Score (NPS) of 50 or higher.
- Onboard an average of 1.5 clients per month by the end of the first year.
- Complete 3 hours of work-related education or training per quarter.
- Achieve at least 80% completion rate on quarterly goals.
Compensation and Benefits
- Target compensation: $65,000, commensurate with experience.
- 43 days off per year, including 22 holidays and 21 PTO days.
- 3 additional volunteer days per year.
- Employer-paid 100% of health, short-term disability, and long-term disability insurance; 99% of dental and vision insurance.
- 401(k) plan with company matching: 100% match up to 3% contribution, plus 50% match on 4-5% contributions.
- Fully remote work with core hours from 11 AM to 4 PM EST.
- Eligibility for company profit sharing program after one year, contingent on passing a financial literacy quiz.
Additional Information
- The organization encourages ongoing training and professional development through various programs and reimbursements.
- Internal promotion and cross-department mobility are supported.
- The team values diversity and inclusion, with regular processes to gather employee feedback.
Commitment to Diversity, Equity, and Inclusion
The organization actively promotes an inclusive culture and equitable practices for all, including people of color, working-class backgrounds, women, LGBTQ+ community members, and other historically marginalized groups. Candidates who may not meet all qualifications are encouraged to apply.
Application Process
Interested candidates should apply online with a resume and cover letter. Applications will be reviewed carefully, and qualified candidates will be contacted for further information.