Note: The job is a remote job and is open to candidates in USA. TaxValet is a fractional sales tax department committed to transforming negative emotions into positive outcomes for clients. They are seeking a highly organized Client Onboarding Project Manager to manage the onboarding experience for new clients, ensuring smooth communication and coordination across teams while providing support throughout the process.
Responsibilities
- Own the onboarding process from client sign-up through completion. Build and manage onboarding timelines, track dependencies, and proactively remove blockers to keep projects moving forward. Hold both clients and internal teams accountable through clear expectations and steady, professional follow-up
- Serve as the primary point of contact for clients during onboarding. Translate complex sales tax and data concepts into simple, actionable explanations. Set clear expectations, provide guidance, and help clients feel supported, informed, and confident throughout the process
- Coordinate closely with internal teams (including tax settings, filing, etc.) to ensure dependencies are understood, work is sequenced correctly, and handoffs happen on time. Act as the central source of truth for onboarding status and next steps
- Analyze large and often complex transaction datasets using Excel to understand how client data flows through systems. Create clear, practical mapping notes that explain how the client's transactions should be categorized for tax collection and filing. Partner with internal teams to apply those mappings in our tools, and identify gaps or inconsistencies in the data so they can be resolved quickly
- Interpret sales tax-related findings and explain their implications to clients from a big-picture, consultative perspective. While you will not perform nexus analyses, you will help clients understand results, obligations, and decisions in partnership with other teams
- Continuously look for ways to improve the onboarding experience and internal workflows. Contribute ideas, document learnings, and help evolve processes so onboarding becomes smoother, faster, and more scalable over time
Skills
- 1-2 years of experience working with project management, accounting, sales tax, and/or research
- Experience managing projects or processes with multiple moving parts, deadlines, and dependencies (formal project management experience not required)
- Glowing references from past supervisors
- Comfort working with complex, data-heavy spreadsheets (Excel proficiency required)
- Bachelor's degree or equivalent relevant work experience
- Sales tax experience or education is a plus but not required; willingness to learn deeply is essential
- You genuinely enjoy working with people and building trust
- You're highly self-aware and thoughtful about how you show up
- You hate being bored and are energized by new challenges, messy problems, and situations where there isn't a clear playbook
- You are naturally proactive
- Communication is truly your jam
- You're comfortable setting expectations and holding boundaries
- You're calm, organized, and steady even when juggling multiple timelines, clients, and priorities
- You bring both strong attention to detail and a curious heart
- You're a team player through and through
- When you read TaxValet's core values, you feel excited about living them day-to-day
Benefits
- 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 with a non-profit organization of your choice.
- 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. We match 100% of up to a 3% contribution, and an additional 50% match on a 4-5% contribution.
- 100% Remote work with core working hours of 11 AM - 4 PM EST.
- The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)
Company Overview
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