TaxValet — Sales Tax Done for You.

• Organizing transaction data and compiling nexus information (with supervision).
• Updating tax software and broadly overseeing the sales tax permit application process.
• Communicating effectively with your clients.
• Helping address any new needs or concerns that arise for clients to ensure a wonderful experience working with you.
• Managing changes to existing client accounts in the areas outlined above.
• Supporting existing clients and their Sale Tax Accountants for issues regarding tax settings, new platforms, permits, and offboarding.
• Testing tax collection settings on sales platforms for new permit start or end dates.
• Managing permit closure information and final billings for offboarding clients.
• Being the primary point of contact for billing-related changes or issues for all clients.
• Identifying and implementing improvements to the onboarding process for existing clients.

Sales Tax Consultant

• Define and drive the strategic goals of the Onboarding and Audit & VDA teams in alignment with TaxValet’s long-term direction.
• Develop and coach leaders across Onboarding and Audit & VDA, ensuring they have the support, tools, and training needed to lead confidently.
• Provide strategic tax leadership by helping teams identify risk areas, ask smart questions, and make strong decisions in complex or high-stakes situations.
• Support teams in identifying operational issues, pain points, and bottlenecks, and designing practical solutions.
• Partner across operational teams, Tech & Innovation, and Sales & Marketing to improve handoffs, strengthen communication, and support consistent tax strategy positioning throughout the client lifecycle.

Sales Tax Consultant

Director of Tax Strategy