Client Onboarding Project Manager (100% Remote Work)

About TaxValet

We’re not just a tax company. We’re an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn’t fulfilling and enjoyable, what’s the point? At our company, our Core Purpose is to “transform negative emotions into something positive for our clients, partners, and each other”. It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours.

We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:

• Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others.
• Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
• Crush It: We relentlessly pursue exponential impact in our business and life.
• Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.

If you're enthusiastic about transforming negative emotions into something positive and want to work towards our Core Purpose, we'd love to hear from you!

Title: Client Onboarding Project Manager (known internally as our New Client Onboarding Specialist)

Location: 100% Remote work with core working hours of 11 AM - 4 PM EST.

About the Role

TaxValet is looking for a highly organized, creative and people-first teammate to join our New Client Onboarding team. This role sits at the intersection of project management, client communication, and sales tax expertise. You will own the onboarding experience from the moment a client signs until they are fully set up for ongoing sales tax filing, serving as both the primary driver of timelines and a trusted, human point of contact for clients navigating a complex process.

At TaxValet, we are fanatical about first impressions. As a Client Onboarding Project Manager (internally referred to as a New Client Onboarding Specialist), you will be the person clients interact with most during their early days with us. Day-to-day, you’ll manage multiple onboarding workstreams at once; setting timelines, coordinating across internal teams, and making sure every handoff happens when it should. Success in this role requires strong emotional intelligence, empathy, and the ability to build trust quickly. You’ll regularly work with clients who feel overwhelmed, behind, or unsure, and your ability to communicate clearly, calmly, and confidently will make all the difference.

You will also act as the central coordinator across internal teams, translating client needs into clear next steps and ensuring everyone stays aligned and on track. This role requires excellent written and verbal communication, comfort facilitating conversations, and the confidence to set expectations, follow up persistently, and hold both clients and teammates accountable to shared timelines.

While this role does include meaningful analytical and data-heavy work, particularly making sense of large transaction datasets and ensuring accurate front-end data setup, the true measure of success is your ability to connect with people, drive momentum, anticipate challenges, and bring order to complexity. You will not be responsible for filing returns, but your work ensures the Filing Team can operate smoothly and confidently.

Don’t worry! We’ll provide lots of sales tax training and help along the way. Prior sales tax experience is helpful but not required; curiosity, ownership, and a genuine desire to help clients succeed matter most.

This Role is For You If:

You love being the person who turns “we’re stuck” into “here’s the plan”, and you’re not afraid to herd the cats to keep things moving.

You’re not chasing perfection. You’re growth-minded, resilient, and open to feedback, using it as fuel to learn, adjust, and improve as you go.

You can bounce between spreadsheets and humans all day: make sense of messy data, then explain it clearly enough that a client actually gets it.

You get a weird amount of satisfaction from a clean timeline, a crisp follow-up email, and an onboarding that finishes on time!

Your Qualifications

Professional

• 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.

Interpersonal

• You genuinely enjoy working with people and building trust. You’re able to meet clients where they are, whether they’re calm and organized or stressed and overwhelmed, and help them feel supported and confident.
• You’re highly self-aware and thoughtful about how you show up. You take responsibility for your impact on others and communicate with empathy, clarity, and respect.
• 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. You don’t wait to be told what to do, and you take pride in owning outcomes, not just tasks.
• Communication is truly your jam. You write clear, thoughtful client emails, lead productive conversations, and can explain complex ideas in a way that feels approachable and human.
• You’re comfortable setting expectations and holding boundaries, with clients and teammates alike, and you’re not afraid to follow up persistently to keep things moving.
• 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 love learning, asking good questions, and continuously improving how work gets done.
• You’re a team player through and through. You share what you learn, collaborate openly, and genuinely care about helping both clients and teammates succeed.
• When you read TaxValet’s core values, you feel excited about living them day-to-day, not because you have to, but because they align with how you already work.

Please note: the final step before being hired is arranging reference calls with three former managers.

Primary Responsibilities

• Onboarding Project Ownership & Timeline Management
  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.
• Client Advisory & Communication
  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.
• Cross-Functional Orchestration
  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.
• Making Sense of Transaction Data
  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.
• Sales Tax Context & Guidance
  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.
• Process Improvement & Scaling
  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.

Measures of Success

After your first year, success in this role will be measured by:

• Onboarding Timeliness: Clients complete onboarding within an average of fewer than 60 days, with minimal stalled or inactive periods.
• Client Experience: Clients provide an onboarding NPS (customer happiness) score of 80 or higher and report feeling supported, informed, and confident.
• Project Throughput: You consistently manage and complete onboarding for an average of 4 clients per month while maintaining quality and client satisfaction.
• Data Quality & Accuracy: Front-end data setup and transaction mappings are accurate, well-documented, and require minimal rework from other operational teams.
• Process Improvement: You continuously make onboarding better; through everyday improvements and bigger quarterly goals/initiatives that reduce friction, improve clarity, or shorten timelines.
• Professional Development: Completion of at least 3 hours per quarter of relevant training or education, including progress toward advanced sales tax expertise.

Compensation and 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:

• Target compensation $65,000
• 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.)

Some intangible benefits include:

• Don't just take our word for it! See what our employees have to say:
• For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
• Our team has consistently awarded us a 4.9-star rating on Glassdoor!
• TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
• We’re proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
• Come join us and find out why!
• We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
• We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
• We are proud to have a diverse team of employees where everyone’s voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas.