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About TaxValet

We're not just a tax company. We're an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn't fulfilling and enjoyable, what's the point? At our company, our Core Purpose is to "transform negative emotions into something positive for our clients, partners, and each other". It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours.

We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:

• Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others.
• Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
• Crush It: We relentlessly pursue exponential impact in our business and life.
• Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.

If you're enthusiastic about transforming negative emotions into something positive and want to join the #2 Best Remote Workplace in America, we'd love to hear from you!

Title: Permit Specialist - 100% Remote work

Location: 100% Work from home in the Luzon region, Cebu City, Davao City and Iloilo City, Philippines

Shift: Flexible late shift - Core working hours from 8:30 PM - 1:30 AM PHT (remaining hours can be completed before or after that)

About The Role

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.

Your Qualifications

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:

Professional

• Excellent English proficiency.
• Experience with project management and / or contract application
• 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.

Interpersonal

• You have high attention-to-detail.
• You are a self-starter and show initiative to get work done even without constant supervision.
• Excellent at time management skills. 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.

Your Primary Responsibilities

• 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 state to ensure accurate permit information.
• 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 particular 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.

Specific Measures of Success

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.

Compensation and Benefits

We believe working side-by-side with an awesome team is the greatest benefit there is, but there are other reasons why we love working at TaxValet including:

• Monthly flat salary - 66,496 PHP
• 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously.
• 3 additional days off per year to volunteer and serve your community
• 100% Remote work with flexible working hours
• The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)

Some intangible benefits include:

• Don't just take our word for it—see what our employees have to say:
• • We're proud to have made the top 10 list for Best Remote Workplaces in America by Best Companies Group in 2023, 2025 & 2026
  • TaxValet has made the Inc 5000 list in 2023, 2024, and 2025
  • For the past 5 years, we've proudly maintained an impressive eNPS score of over 90!
  • Our team has consistently awarded us a 4.9-star rating on Glassdoor!
  • Come join us and find out why!
• We encourage ongoing training, and learning and development, through munch and learns, coaching, the chance to work on diverse projects, our continuous education reimbursement program, and more!
• We believe in and support growth opportunities. We take pride in promoting from within, and we encourage cross-department moves to explore new areas of the business and broaden your skill set.
• We are proud to have a diverse team of employees where everyone's voice matters. And we mean that! We have regular processes in place for everyone to share their feedback, thoughts and ideas.