US Tax Advisory Specialist

About TaxValet

We're not just a tax company. We're an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours. 

We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of 80-ish teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. That means 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. We also value respectfully sharing our own real emotions and experiences with others.
• Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
• Crush It: We relentlessly pursue exponential impact in our business and life.
• Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.

If you're enthusiastic about transforming negative emotions into something positive and want to work towards our Core Purpose, we'd love to hear from you

Title: US Tax Advisory Specialist (Remote - work from home) 

Location: 100% Work from home in the Luzon region, Cebu City, Davao City and Iloilo City, Philippines

Shift: Flexible late shift - Core working hours from 8:30 PM - 1:30 AM PHT (remaining hours can be completed before or after that) 

About The Role

The purpose of the US Tax Advisory 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.

You will focus on conducting all nexus reviews, addressing nexus-related questions, and meeting and/or working directly with existing clients to explain nexus reviews and help address any nexus-related concerns that arise and ensure your clients are having a wonderful time working with you.

You will work directly with other TaxValet employees, specifically the Client Tax Specialist Team, Onboarding Team and Filing Team, to ensure existing clients continue to be set-up and ready for the sales tax filing process.

Internally known as our Client Nexus Specialist

Your Qualifications

We're looking for someone who is ready to learn and grow professionally and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

Professional

• 1-2 years of experience working with project management, tax advisory, research, audit, and/or accounting.
• Sales tax experience is a plus, but not required. 
• Bachelor's Degree in Business, Accounting, Finance, or relevant work experience. 
• You consider yourself a master at spreadsheets; you love using formulas, especially within Excel. 

Interpersonal 

• This role will involve a LOT of client interaction and communication. Communication is your jam. You shine during in person (virtual) meetings with clients such that the client leaves inspired and resolved. You excel at putting together emails to clients.
• You are able to put someone at ease who is stressed out and anxious.
• You are energized by new challenges and problems to solve.You are great at researching (and understanding) complex information.
• You approach life proactively and don't sit around waiting to be told what to do.
• When you read over TaxValet's core values, you feel excited and inspired at the thought of embodying them day-to-day.
• You are not afraid to challenge the status quo and speak up when something doesn't seem right. You're confident in voicing concerns and advocating for what's best for the team, clients, and TaxValet as a whole.
• You bring both a high attention to detail and a curious mind. 
• You don't hesitate to set clear boundaries and expectations with clients, never afraid to follow up to get what you need to get across the finish line.
• You know how to follow rules and processes, but you're also creative and thinks beyond the standard approach when necessary.
• You don't waste time on frivolous activities. You manage an ever-changing calendar with ease due to your excellent time management skills. You'll need to plan in advance, and also be flexible when changes need to be made. 
• You're always a team player at heart, and you never hesitate to share your learnings with your team or apply learnings gained from your collaboration with others. 
• It's natural for you to bring order and clarity to complex and chaotic situations.

Please note that the final step before being hired is for you to arrange reference calls with three of your former managers. 

Your Primary Responsibilities

• Annual Sales Tax Nexus Reviews. The Client Nexus Specialist will analyze various economic and other presence factors to determine where existing clients have changes in their sales tax nexus obligations on an annual basis.
• Client Offboarding. The Client Nexus Specialist will be responsible for working with clients during their offboarding process. This includes negotiating with clients to explore opportunities for them to remain with TaxValet. If the client decides to proceed with offboarding, the CNS will ensure a smooth transition by managing permit closure information, computing final billings, completing necessary paperwork, and removing the client from TaxValet's systems, all while ensuring they have a positive experience at the conclusion of our service.
• Permit Opening, Closure, and Client Offboarding. The Client Nexus Specialist is responsible for initiating changes to existing client accounts resulting from a nexus review conducted, specifically in the areas of permit application, permit closure, and offboarding. This includes identifying the appropriate permit type for new permits, as well as completing the necessary Formstack preparation for both permit openings and closures before handing the project over to the assigned Client Tax Specialist.
• Support Existing Clients. You will support existing clients and their assigned hub to help with any issues that come up in regard to nexus, state nexus questionnaires, use tax, resale certificate and offboarding concerns of existing clients
• Project Audit. You will complete client project audits and peer reviews to ensure our clients' work is done correctly and all information is up-to-date. These processes are also used as a training opportunity for our team.
• Contributing to Client Success beyond Onboarding. You will actively work with the team to identify and implement improvements to project workflows.

Specific Measures of Success

No surprises here After a year on the job, you'll be measured by these specific outcomes:

• The Client Nexus Specialist will ensure that tax exposure resulting from errors in nexus reviews completed within the trailing 12-month period remains below 3% of the maximum ideal exposure as % of net income in the Known Client Risk Pool
• The Client Nexus Specialist will ensure that less than 10% of nexus reviews completed in the trailing 12-month period have substantial errors as identified through peer review. Substantial errors are defined as inaccuracies that could lead to a possible exposure or non-compliant decision for the client.
• The Client Nexus Specialist will be responsible for supporting 66 existing clients for CNS-related concerns  per month.
• The Client Nexus Specialist will be responsible for completing 8 nexus reviews per month.
• The Client Nexus Specialist will be responsible for managing 20-25 Resale certificates, Use Tax, State Questionnaires and Offboarding projects per month.
• 100% of open tickets should be responded to by the Client Nexus Specialist within 48 hours
• Completion of online education and training. You will complete 3 hours per quarter of educational training.
• Completion Rate of Quarterly Rocks.

Compensation and Benefits

We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:

• Monthly flat salary - 109,867 PHP
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously. 
• 3 additional days off per year to volunteer and serve your community 
• 100% Remote work with flexible working hours
• The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.) 

Some intangible benefits include:

• Don't just take our word for it—see what our employees have to say:
  • For the past 5 years, we've proudly maintained an impressive eNPS score of over 90
  • Our team has consistently awarded us a 4.9-star rating on Glassdoor
  • TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
  • We're proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023 & 2025
  • Come join us and find out why
• We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more
• We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
• We are proud to have a diverse team of employees where everyone's voice matters. And we mean that We have regular processes in place for everyone to share their feedback, thoughts and ideas. 

Are You Our Next Teammate?

We'd love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we'll reach out. If there's a mutual interest, we'll reach out to you to collect additional information. Thanks, and we're really looking forward to meeting you.

Commitment to Diversity, Equity, and Inclusion

We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups.

Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.