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 be Apply tot his job Apply To this Job