Responsibilities
{"Existing Client Project Management. The Client Tax Specialist is responsible for managing changes to existing client accounts in the areas outlined above. They must communicate effectively and move the project through the identified workflow process in a timely way.","Support Existing Clients. You will support existing clients and their Sale Tax Accountants to help with any issues that come up in regard to tax collection settings, new platforms, new permits, permit closures and offboarding.","Annual Sales Tax Nexus Reviews. The Client Tax Specialist will analyze various economic and other presence factors to determine where existing clients have changes in their sales tax nexus obligations on an annual basis. They are expected to work closely with the 2nd Point of Contact Onboarding Specialist assigned to the client to both review and present the nexus results to the client. The Client Tax Specialist will not run live nexus review meetings with clients until such time that the Team Lead and the Client Tax Specialist assess for and determine readiness.","Sales Tax Settings Setup and Testing. The Client Tax Specialist will update and test tax collection settings on sales platforms to ensure clients are collecting sales tax on their new permit start or end dates.","Client Offboarding. You will support clients who offboard from TaxValet including managing permit closure information, final billings and paperwork, removing the client from TaxValet's systems, and ensuring the client has a positive experience at the end of our service.","First Contact for Existing Clients Needing Support. Support includes the following areas: annual nexus reviews, application for new permits, permit closure requests, offboarding, tax settings, new sales channels. You will work to maximize time New Client Onboarding Specialists spend onboarding new clients by supporting existing clients.","Billing Support. You will be the primary point of contact for any billing related changes or issues for all clients.","Contributing to Onboarding Process Improvement. You will work with the Onboarding Team to identify and implement improvements to project workflow for existing clients so that clients have a hassle-free and enjoyable experience, while minimizing risk for both our clients and TaxValet."}
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