• Lead the onboarding process, including welcome calls, document collection, system setup, and client training
• Act as the primary liaison for client communication through calls, email, and virtual meetings
• Identify opportunities to improve client experience and recommend process enhancements
• Stay current with multi-state sales tax laws and regulatory changes
• Advise clients on tax liability, exemption management, nexus, and compliance risks
• Identify upsell or cross-sell opportunities during onboarding and ongoing support
• Monitor client satisfaction and work with internal teams to enhance service offerings
• Deliver difficult updates such as penalties, delays, or non-compliance issues with tact and professionalism
• Follow defined communication protocols and escalate concerns to leadership or legal teams when necessary
• Partner cross-functionally with legal, tax, finance, and IT departments
• Escalate complex technical or regulatory cases appropriately
• Contribute to the continuous improvement of internal workflows and customer service protocols
• Schedule-Monday to Friday, 9AM – 5PM EST

Sales Tax Consultant

US Tax Associate, 990 Forms

Sales Tax Assistant

Tax Preparer

Tax Specialist