Sales Tax Outsourcing

Sales Tax Client Onboarding Manager

To inquire about the position, submit your resume to



Position Summary: 

The Client Onboarding Manager (COM) is a critical member of the TaxConnex Client Activation team and major contributor in successfully onboarding new clients into TaxConnex's sales tax compliance process.  The role will work in a matrix structure collaborating with compliance and data specialists to ensure client success. This position is responsible for a broad spectrum of functions including tax research, data transformation, tax accounting/reporting, and tax process controls. 

Essential Functions & Responsibilities:

Client Tax Review

  • Activation managers review and analyze client's past sales tax returns and tax data
  • Identify and document client's business requirements related to sales and use tax
  • Provide recommendations on tax-related regulations, rules, processes, and transactions to ensure effective and efficient tax compliance
  • Identify and communicate potential tax opportunities to clients during the activation process

System and Data Setup

  • Communicate and confirm data requirements with clients based on established business rules
  • Determine data transformation requirements to map data to tax returns
  • Configure and update tax return software
  • Identify and confirm all sales tax exemption data

Project Management and Client Engagement

  • Ensure accuracy and timely communication with the client regarding requirements and timeline
  • Maintain strict schedules to meet client filing deadlines
  • Matrix manage resources to achieve client onboarding objectives


  • Complete sales and use tax monthly compliance (file and remit tax returns)
  • Provide standard and customized report preparation
  • Register clients in new jurisdictions
  • Assist with any other Sales & Use tax projects as needed.


Position Requirements:

  • Bachelor's degree in accounting, finance, business or other equivalent degree plus experience
  • 3-5 years of experience in Indirect taxes which can includes Sales & Use, Communications Tax, and experience dealing with taxing jurisdictions
  • Experience filing sales and use tax returns
  • Intermediate computer technical skills - MS Excel
  • Experience with multiple tax software packages
  • Strong communication skills to work effectively with various departments and levels of management
  • Ability to troubleshoot, analyze and validate client provided transactional data
  • Ability to prioritize and multi-task to meet strict activation and filing deadlines

Critical Company Competencies:

In additional to the above noted functional skills and position requirements, TaxConnex focuses on behavioral competencies to drive our culture, company and individual success.  A few of these competencies most relevant to working at TaxConnex are: 

  • A strong “client-first” mentality
  • An entrepreneurial spirit and desire characterized by personal initiative and deep commitment
  • Willing to roll-up their sleeves and do what is necessary to grow and delight clients
  • Proactive with a high sense of urgency and responsiveness
  • Detail oriented
  • Analytical reasoning with the ability to learn, process information, and solve problems
  • Communicates thoughts clearly and effectively, verbally and written. Listening skills to interpret both the verbal and non-verbal messages
  • Develops trust
  • Excellent organizational skills
  • Delivers on performance goals and is consistent in meeting client commitments
  • Makes efficient use of resources and time and follows internal processes

Note: this role is open to remote candidates. However, if you reside in the Atlanta area, this will be a hybrid schedule

To inquire about the position, submit your resume to