US Tax Expert

We are seeking a skilled and experienced US Tax Specialist to join our team. The ideal candidate will have a strong background in tax auditing, consultancy, or advisory, with excellent analytical and problem-solving skills.

The role involves managing existing client accounts, communicating with clients, and ensuring timely completion of projects. The successful candidate will be able to work independently and as part of a team, with excellent time management and organizational skills.

Key responsibilities include:

• Managing changes to existing client accounts
• Communicating with clients to ensure their needs are met
• Ensuring timely completion of projects

Requirements include:

• Strong background in tax auditing, consultancy, or advisory
• Excellent analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits include:

• Flat monthly salary ranging from 102,725php - 105,144php
• 43 days off per year, including 22 holidays and 21 days of PTO
• 100% Remote work with flexible working hours

We are committed to providing a supportive and inclusive work environment that allows our employees to grow and develop their careers. If you are passionate about delivering high-quality results and are looking for a challenging and rewarding career opportunity, please apply today

The Client Tax Specialist will be responsible for the following tasks:

• Existing Client Project Management: Managing changes to existing client accounts in the areas outlined above
• Support Existing Clients: Supporting existing clients and their Sale Tax Accountants to help with any issues that come up in regard to tax collection settings, new platforms, new permits, permit closures and offboarding
• Annual Sales Tax Nexus Reviews: Analyzing various economic and other presence factors to determine where existing clients have changes in their sales tax nexus obligations on an annual basis
• Sales Tax Settings Setup and Testing: Updating and testing tax collection settings on sales platforms to ensure clients are collecting sales tax on their new permit start or end dates
• Client Offboarding: Supporting clients who offboard from TaxValet including managing permit closure information, final billings and paperwork, removing the client from TaxValet's systems, and ensuring the client has a positive experience at the end of our service
• First Contact for Existing Clients Needing Support: Supporting existing clients with issues related to annual nexus reviews, application for new permits, permit closure requests, offboarding, tax settings, and new sales channels
• Billing Support: Being the primary point of contact for any billing related changes or issues for all clients
• Contributing to Onboarding Process Improvement: Working with the Onboarding Team to identify and implement improvements to project workflow for existing clients so that clients have a hassle-free and enjoyable experience, while minimizing risk for both our clients and TaxValet

Specific outcomes to measure success after one year in the job include:

• Annual Nexus Reviews: 95% of existing clients complete their annual nexus review within 365 days of their last review
• Capacity: Managing 70 existing clients and finalizing 2-4 nexus reviews per month and 20-25 existing permit projects and offboarding projects per month
• Education Hours: Completing 3 hours per quarter in work-related education or training
• Quarterly Rocks: All rocks have at least an 80% completion rate for the year