TaxValet

Own the end-to-end client onboarding process by managing timelines, coordinating internal teams, and serving as the primary point of contact. Analyze complex transaction datasets in Excel to create accurate tax mapping notes and ensure a smooth handoff to the filing team.

Manage client billing operations, including subscription updates, invoicing, and revenue-related administrative processes within Zoho Billing. Coordinate onboarding and offboarding billing setups while ensuring accuracy in payment records and financial reconciliations.

Manage the end-to-end process of opening and closing state sales tax permits and submitting Power of Attorney forms. Coordinate between clients and US state government agencies to ensure accurate account verification and onboarding.

The specialist serves as the primary contact for existing clients, focusing on annual and monthly nexus reviews and managing the offboarding process. They collaborate with internal teams to ensure clients are correctly set up for sales tax filing and handle permit applications and closures.

The Sales Tax Accountant is responsible for preparing and submitting monthly sales tax filings and monitoring client tax collection variances. They also serve as the primary point of contact for clients to resolve tax-related issues and assist with special projects like audits.