Client Onboarding Project Manager; Remote Work

About Tax Valet

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. Our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other" 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, Tax Valet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. We provide a comprehensive, custom-tailored solution at 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, Tax Valet is committed to using business as a force for good and is a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. 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 and sharing our own authentically.
• Shape It:
  We proactively contribute ideas by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It:
  We take responsibility for actions, decisions, and outcomes, using successes and failures as opportunities for growth.
• Crush It:
  We relentlessly pursue exponential impact in business and life.
• Question It:
  Be curious. Ask questions. Seek clarity in pursuit of continuous improvement and excellence.

If you re enthusiastic about transforming negative emotions into something positive, we d love to hear from you!

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

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

Tax Valet 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 Tax Valet, 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 work streams at once; setting timelines, coordinating across internal teams, and making sure every handoff happens when it should.

Success 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 includes 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…