What are the responsibilities and job description for the Indirect Tax Client Activation Specialist position at TaxConnex?
Position Summary
Hybrid Work Environment – This role is based in our Alpharetta, GA office and follows a hybrid schedule, offering flexibility while maintaining in-office collaboration.
As a CAS, you’ll be essential to ensure our clients stay compliant with Sales & Use Tax obligations across jurisdictions. You’ll provide hands-on support throughout the onboarding and compliance cycles—gathering and validating client data, preparing and submitting returns, and maintaining exceptional attention to detail and customer service.
Key Responsibilities
Client Onboarding & Activation Support
- Collaborate with Client Activation Managers to facilitate client onboarding, including sales tax registrations, system configuration, and obtaining e-file credentials.
- Assist in the setting up of clients’ tax calendar and ensure timely delivery of all required information and documentation.
- Translate and import client sales and use tax data into tax compliance software.
Compliance Process Management
- Prepare and submit accurate, on-time tax returns according to each client’s tax calendar.
- Process monthly billing activities and manage payments, including handling of cash requests, debits, credits, and jurisdictional check payments.
- Support compliance efforts by identifying and resolving data inconsistencies and ensuring tax setup aligns with state and local requirements.
Operational Excellence
- Contribute to internal data audits and assist with special projects to improve service quality and data accuracy.
- Stay current on best practices in compliance tools and processes and support ongoing process improvements.
Why Join TaxConnex?
At TaxConnex, we value initiative, teamwork, and client-first mindset. You'll be part of a fast-paced environment where your contributions have a real impact. We're growing rapidly, and this is a great opportunity to grow your career while supporting clients navigating complex tax landscapes.
What We Offer:
- Meaningful Work – Be a vital player in activating and supporting clients as they launch their compliance journey.
- Professional Growth – Build your tax and technology expertise working with experienced professionals and diverse clients.
- Collaborative Culture – Work with a close-knit, innovative team committed to high standards and continuous improvement.
- Hybrid Work Environment – This role is based in our Alpharetta, GA office and follows a hybrid schedule, offering flexibility while maintaining in-office collaboration.
Requirements
We're Looking For:
- 1–3 years of experience in indirect tax (Sales & Use, Communications Tax), preferably with exposure to tax jurisdictions and return filing.
- Bachelor’s degree in accounting, Finance, Business, or a related field—or equivalent experience.
- Familiarity with tax compliance software and solid skills in MS Excel.
- Strong analytical abilities—you can troubleshoot, validate, and make sense of transactional data.
- Excellent written and verbal communication, you’re comfortable working across departments and with external clients.
- Organized, detail-driven, and deadline-oriented—you thrive in a fast-paced, team environment.
Join TaxConnex and help shape how businesses manage tax compliance—one client at a time. If you're analytical, service-minded, and ready to grow in the indirect tax space, we’d love to hear from you. Come build your future with TaxConnex!