Sales Tax Analyst - Prospective Client Advisor

Welcome to TaxValet! We're seeking a friendly and motivated Prospective Client Advisor who has experience working within the sales tax industry and a strong accounting background to join our team. If you love talking with people, are a good listener, and have a deep understanding of sales tax concepts, including sales tax nexus, product taxability, tax settings, sales tax software, and the sales tax filing process, we would love to hear from you.

Role Overview

As a Prospective Client Advisor, you will play a critical role in transforming the sales tax landscape with our unique approach to sales tax services. You will meet with prospective clients, understand their sales tax needs, and advise them on how TaxValet's approach can help them. You'll help prospective clients understand core sales tax concepts such as nexus, product taxability, and tax calculation to build trust in our team. The ideal candidate enjoys the social aspects of working with people and can explain complex concepts in simple terms.

At TaxValet, we take pride in providing a unique and consultative approach to our client sign-up process. As a Prospective Client Advisor, you will be a trusted consultant to our clients, guiding them towards solutions that solve their problems, rather than simply trying to sell them something that may not meet their needs.

Responsibilities

Here’s what the job entails: 

• Helping prospective clients understand how sales tax works: We know that our clients aren’t looking for a sales representative, but for a trusted advisor who can guide them through their sales tax journey. You will help them understand core sales tax concepts such as nexus, product taxability, and tax calculation to build trust in our service offering.
• Advising prospective clients on TaxValet’s services: You'll meet with clients who are interested in learning more about TaxValet and share how our unique sales tax service works. Don’t worry, lots of training will be provided.
• Coordinating new client sign-ups in alignment with onboarding availability: As a Prospective Client Advisor, you will coordinate which clients start working with the New Client Onboarding team on a particular date, and work with them to pinpoint which prospective clients are in our “sweet spot” where we consistently deliver exceptional results.
• Collaborating with Marketing on Content Creation and Campaigns: Providing input to the marketing team to help create content that will generate and close new business. You will provide feedback on content such as handouts, proposals, emails, and blog posts.

Specific Measures of Success

After one year, your job performance as a Prospective Client Advisor will be evaluated based on two primary metrics:

• Onboarding Schedule Fill Rate: To maintain a reliable and consistent pace of growth, it is important to onboard new clients according to our internal schedule. Your role is to ensure that 85% of the onboarding spots are filled on schedule each year.
• New Client Filing Revenue: Your goal is to generate at least $300,000 in new TaxValet filing subscription revenue each calendar year. We almost always have a waiting list for new clients, so you shouldn’t be nervous about accomplishing this. 

Qualifications

To be successful as a Prospective Client Advisor at TaxValet, we are looking for someone who is passionate about sales tax and can explain complex concepts to our prospective clients. We are requiring direct experience working with sales tax in order to be eligible to apply for this position.

More specifically, we’re looking for someone who has:

• Direct experience working with sales tax concepts, including sales tax nexus, product taxability, tax settings, and the sales tax filing process. Applicants who have attended IPT Sales Tax School I/II, Sales Tax Institute training, or other sales tax-specific training will be prioritized.
• Demonstrated experience in a client-facing role, such as sales tax consulting, client management, or advisory.
• Familiarity with sales tax software, such as TaxJar or Avalara.
• Strong communication skills and the ability to ask insightful questions that get to the heart of a client's challenges.
• Ability to work independently in a fast-paced and remote environment.
• A deep alignment with TaxValet’s core values (feel it, shape it, own it, crush it). 

Copmany and Culture

About TaxValet

TaxValet eliminates the hassle and stress of sales tax for e-commerce and software companies by doing everything for them. Our clients rely on us to save them time, and use our expertise to minimize their sales tax exposure. Unlike traditional sales tax software, we handle everything for our clients from nexus analysis, to permit registrations, filings, audit support and more for a simple monthly fee. Unlike traditional professional service firms, we handle everything for our clients and don’t provide a-la-carte services or billable hours. 

But we’re not just a tax company. We’re an emotions company. Our Core Purpose is to “transform negative emotions into something positive for our clients, partners, and each other”. We believe that the work we do is a reflection of our higher purpose in life. And if the work we do isn’t enjoyable, what’s the point?. At our company, we're looking for enthusiastic candidates who want to work towards our Core Purpose with us.

We are a fast-growing, fully remote, financially stable, and profitable business with a small but awesome team of around 50 teammates. We’re building a world-class sales tax team, and if you join us, you’ll be part of the reason why.

Oh, and we’re 100% privately owned with no outside investors. That means we get to treat our clients and employees excellently without corporate overlords breathing down our neck. 

About Our Culture

One of the things that really separates us from other sales tax firms is our emphasis on a positive, healthy work culture. A major aspect of this is our emphasis on our company’s core values. This means we hire, promote, and reward based on alignment with our core values:

• Feel It: We have authentic empathy for our clients, partners, and for each other. A little warmth and understanding go a long way. 

• Shape It: We have a passion for possibilities and recognize that we are the authors of our own future. 

• Own It: We take responsibility for the outcomes, both good and bad. 

• Crush It: We strive for excellence in everything we do. We are competitive and want to WIN!

Everyone at TaxValet has a voice and contributes to the future direction of the company. We’re highly collaborative and focused on growing individually and collectively. For more information on our culture, check out our Vivid Vision document on our careers page at thetaxvalet.com/careers

We are also a “give 1%” organization. This means that 1% of profit, employee time, and service time is dedicated towards nonprofits. We believe in giving back to our communities and creating a positive impact through our work. We are currently in the process of applying to become a Certified B Corporation! 

Compensation and Benefits

Cash Compensation

We offer a competitive compensation plan that includes a base salary of $60,000 - $75,000 per year, based on experience, and an incentive bonus to meet business objectives. The team-based onboarding schedule bonus potential is $14,000 per year.

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:

• 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.
• Flexible work schedule as long as you are available during our core working hours (11AM - 4PM ET)
• Company-paid 100% of health, vision, dental, short-term disability, and long-term disability insurance.
• 401(k) Plan with generous company matching. (We match 100% of your first 3% contribution, and then 50% of a 4-5% contribution.) 
• 100% remote work
• The ability to participate in the company profit-sharing program after 1 year of tenure at TaxValet.

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