Sales Tax Onboarding Specialist

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.

Requirements

• 1-2 years of experience working with project coordination, accounting, sales tax, and/or research.
• Experience coordinating 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.