Indirect Tax Client Onboarding Manager
This is a remote position.
Position Summary
This position can be remote from FL, SC, GA, TX, PA, or VA, or hybrid from our Alpharetta office.
TaxConnex is seeking an experienced Indirect Tax - Client Onboarding Manager to join our growing Operations team. In this full-time, exempt role, you will be essential in guiding new clients through the onboarding process, ensuring they are fully compliant with Sales & Use Tax and other indirect tax regulations. As the Indirect Tax - Client Onboarding Manager, you will manage client relationships, coordinate with internal teams, and lead clients through tax reviews, data transformations, and the setup of their sales tax calendar and processes. You’ll be the key point of contact during onboarding, ensuring a smooth transition as clients prepare for long-term success with their dedicated practitioner.Key Responsibilities
- Client Onboarding & Project Management: Coordinate cross-functional efforts between sales, onboarding, and transition to account management. Specifically, overseeing the onboarding process for new clients, ensuring all documentation and expectations are aligned, and managing timelines and milestones to achieve client satisfaction.
- Client Discovery & Data Analysis: Conduct discovery calls to understand client business operations, services and/or products being sold, and tax obligations. Review prior tax returns and sales data to assess nexus and taxability across jurisdictions.
- State Registrations & Compliance: Ensure clients are registered in relevant states or jurisdictions based on their business activities. Review compliance reports and filings during the onboarding phase with client to ensure proper tax setup and sign-off for ongoing compliance.
Why Join TaxConnex?
At TaxConnex, you'll be part of a collaborative, client-first culture where your contributions truly matter. We’re looking for passionate professionals who want to make an impact by delivering exceptional onboarding experiences and helping clients navigate complex sales and use tax challenges.
What We Offer:
- Meaningful Work – Play a key role in shaping a smooth and successful onboarding journey for new clients.
- Professional Growth – Expand your knowledge of sales and use tax technology while working with clients across a wide range of industries.
- Innovative Environment – Collaborate with a forward-thinking team using cutting-edge tools to implement impactful tax solutions.
- Work-Life Balance – Enjoy flexible, remote-friendly work options that support your lifestyle.
Requirements
What We’re Looking For:
- 4+ years of hands-on experience in multi-state indirect tax compliance, including Sales & Use and Telecommunications Tax.
- Bachelor’s degree in accounting, finance, business, or an equivalent field.
- Solid working knowledge of sales tax software (e.g. SureTax, OneSource, Avalara, Vertex, QuickBooks, etc.) and strong Excel skills.
- Great communication skills—you’re confident interacting with both clients and internal teams.
- Strong analytical mindset with the ability to troubleshoot and validate transactional data provided by clients.
- Proven project management abilities—comfortable juggling multiple onboarding projects while hitting tight deadlines.
- This position can be remote from FL, SC, GA, TX, PA, or VA, or hybrid from our Alpharetta office.
Join TaxConnex and help redefine how businesses manage tax—one client at a time. If you're into indirect tax, love working with clients, and want to make a real impact in a fast-moving, team-focused role, we’d love to hear from you. Come be part of the TaxConnex team!
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