Client Onboarding Manager, Indirect Tax

  • Permanent Full Time Remote
  • Remote

Alpharetta, GA

Our client a leading provider of outsourced sales and use tax services is seeking a REMOTE Client Onboarding Manager (CAM) Indirect Tax to serve as a critical member of their Client Activation team. This role is a major contributor in successfully onboarding new clients into their sales tax compliance process.  

Job type
FT, W2 Permanent
$90,000 to $120,000, DOE


  • Bachelor’s degree in accounting, finance, 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


Client Tax Review

  • 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.


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