Permit Specialist – Apply for Future Openings (100% Remote Work)

TaxValet is looking for a permit specialist to help our clients eliminate the hassle and risk of sales tax. You’ll be using your project management and attention to detail skills to assist clients with getting set-up within state tax systems quickly. The result being that TaxValet’s filing team is able to pay each clients’ taxes accurately and on time. This will be a highly collaborative role and will involve working with clients, internal teammates, state agencies, and more. 

The permit specialist will primarily be responsible for opening new sales tax accounts, closing existing sales tax accounts, preparing and sending Power of Attorney forms, and troubleshooting permit issues as they pop up. This role will be communicating with US State government agencies and US clients so really high proficiency and comfort with written and verbal English is a must! 

In time, you’ll be considered an expert on state sales tax permits and someone that many will turn to when looking for advice. 

Don’t worry—we’ll provide lots of training and help along the way. Your attitude and potential is much more important than your current knowledge and experience. We don’t expect anyone to come in with previous US sales tax experience. 

We’re looking for someone who is ready to learn and grow professionally, and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

• Excellent English proficiency.
• Experience with project management, contract application, legal research preferred but not required.
• Bachelor’s degree in Business courses. 
• Comfortable initiating phone calls, pressing for necessary information and following-up persistently to achieve needed result.
• Capable of troubleshooting issues and finding solutions as they arise
• Comfortable in using different softwares to track projects and client information
• Ability to manage multiple projects, and keeps track of project deadlines efficiently
• Accounting or finance background would be helpful as well, but again, not required.
• Positive references from past supervisors.

• You have high attention-to-detail and a perfectionist at heart. 
• Self-starter and shows initiative to get work done even without constant supervision.
• Excellent at time management. You don’t waste time on frivolous activities. 
• Eager to learn new skills and technologies.

Please note that the final step before being hired is for you to arrange reference calls with your former managers and others. 

• →Permit Process. The permit specialist is responsible for managing the new permit process and existing permit verification process. This includes reviewing client information submitted to TaxValet, applying for the sales tax permits and creating access to the Permit account to verify any information needed so the account can then be turned over to the Sales Tax Accountant for filing purposes.The permit specialist communicates between the client and the stateto ensure accurate permit information.
• →Prepare and Submit Power of Attorney Forms. The permit specialist sends, and submits the Power of Attorney forms for clients to give TaxValet the ability to communicate with Permits on behalf of the client.
• →Permit Closures. The permit specialist will work with the New Client Onboarding Specialist, Client Tax Specialist  and Sales Tax Accountant in respect to closing out sales tax permits for new clients who are determined to no longer need a particularly permit upon completing the initial nexus review.
• →Support Clients.  The permit specialist communicates and provides ongoing support to new and existing clients during the permit process.
• →Support Sales Tax Accountants. The permit specialist communicates all helpful permit or account verification information to the assigned Sales Tax Accountant in order for them to effectively take on the client's ongoing filing process and any special projects.

No surprises here! After a year on the job, you’ll be measured by these specific outcomes:

• Permit Process/Verification Time. The goal is to complete the permit/verification process within 39 days for 90% of clients.  
• Permit Application Turnaround Time. The permit specialist will have all sales tax permits applications submitted within less than 48 hours of notification from the Onboarding Team.
• Permit Capacity. The permit specialist should be able to handle at least 80 permits/verifications per month along with other duties.  
• Education Hours. The permit specialist will complete 3 hours per quarter in work related education or training.  
• Quarterly Rocks (Goals). All rocks have at least an 80% completion rate for the year. 

We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you.

We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups.

Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.