Client Activation Manager


Job Description:

This is an exciting opportunity to join a successful and quickly growing Sales and Use Tax company in Alpharetta, Georgia! We are currently hiring a Client Activation Manager. Are you passionate about Sales and Use Tax? We are looking for people who share our interest in solving the complexities of sales tax for our clients and to lead our team to further success!


Position Summary:

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


Key functions include:

Project Management and Client Engagement

· Maintain strict schedules to meet client filing deadlines

· Matrix manages resources to achieve client onboarding objectives

· Ensure accurate and timely communication with the client regarding project requirements and timeline


Client Tax Review

· Review & 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

· Research sales tax issues and provide guidance based on jurisdictional tax laws and regulations


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

· Set up and update tax return software

· Identify and confirm all sales tax exemption data



· Peer review month end compliance reports and/or reconciliations for clients in the activation stage prior to transition to full-time Practitioner

· Register clients in new jurisdictions

· Assist with any other Sales & Use Tax projects as needed


Position Requirements:

· Bachelor’s degree in accounting, finance or business or other equivalent degree plus experience

· 3-5 years of experience in Indirect taxes, which can include 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 Competencies:

In addition 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 this position are noted below.

· 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 and organized

· 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

· Delivers on performance goals and is consistent in meeting client commitments

· Makes efficient use of resources and time and follows internal processes

· Teamwork - Develops and fosters effective relationships within and across teams to achieve results in an environment of mutual respect


To inquire about the position, submit your resume to