The goal of the Tax Onboarding Analyst is to ensure successful and timely onboarding/go-live for all Communications returns clients. The Tax Onboarding Analyst must exceed clients' expectations by effectively planning, organizing and communicating all onboarding activities/requirements and providing exceptional customer support every step of the way. This position requires the ability to work both independently and collaboratively in a fast-paced, dynamic environment where attention to detail, analytical skills and strong communication skills are essential.
Partner with Sales Team regarding all new clients and planned onboarding work. Hold weekly meetings to discuss all new client activity and timelines.
Work closely with Sales Team to schedule initial client Welcome Call and lead and coordinate all additional client onboarding planning calls.
Develop and maintain detailed onboarding dashboard to track all client onboarding activity for all new Communications Returns clients.
Develop and implement all client onboarding documentation, processes and deliverables.
Plan, organize and lead all client onboarding efforts to ensure an accurate, complete and efficient onboarding/go-live is achieved.
Review, analyze and confirm all client data to ensure that data is provide in an acceptable and usable format.
Gather and review all required client input documents, information prior to go-live date.
Partner with Returns and Treasury Team to ensure that all client set-up activities are complete, including client set up, filing calendar/returns list, funding PoAs, and etc.
Assist in 1st month returns filing at month of go-live and work closely with assigned Tax Compliance to ensure complete and accurate hand off/transition from onboarding/go-live team to Analyst team.
Doing whatever it takes to get the job done and ensure successful new client onboarding/go-live.
Bachelor's degree in Accounting or other four year degree with equivalent accounting experience
Proven computer technical skills MS Excel
Exceptional organizational skills & attention to detail
Strong communication skills both oral and written
Team-player, customer-centric attitude
Prior sales tax filing experience.
Demonstrates ability to be successful while overcoming obstacles, driven problem solver
Enjoys details, working with data and performing analysis
Provides examples of process improvements
Excited individual that brings energy and wants to be a part of something great
Superior recommendations and references
Avalara helps businesses of all sizes achieve compliance with transaction taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions designed to be fast, accurate, and easy to use. The Avalara Compliance Cloud platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities throughout the world.
Avalara offers more than 600 pre-built connectors into leading accounting, ERP, ecommerce and other business applications, making the integration of tax and compliance solutions easy for customers. Each year, the company processes billions of indirect tax transactions for customers and users, files more than a million tax returns, and manages millions of tax exemption certificates and other compliance documents.
Headquartered in Seattle, Avalara has offices across the U.S. and overseas in the U.K., Belgium, Brazil, and India. More information at www.avalara.com
Avalara is an Equal Opportunity Employer. All qualified candidates will receive consideration for employment without regard to race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law.