Senior Operations Specialist -U.S. Onboarding

A little about who we are

Taxually is a PE-backed SaaS scale-up revolutionising the world of tax compliance with cutting-edge automation and expert services. Trusted by over 15,000 customers globally, we simplify indirect tax compliance for businesses of all sizes. With our state-of-the-art platform, we’re helping companies thrive in the digital era.

Our mission? To make tax compliance easy, transparent, and efficient.

The type of person who works here is driven, motivated, empowered and proud.

Our culture

We don't offer baroque job titles or set up rigid reporting lines. Instead, we build our team through trust, equality and fairness, giving our people autonomy and freedom to achieve their highest potential - and, of course, making tax compliance easier than ever before.

What we look for

We’ve developed some of the most advanced tax technology in the world, and we’re excited to continue growing our team — that’s where you come in. We’re looking for a full-time Senior Operations Specialist -U.S. Onboarding to join us remotely and support our international operations. In this role, you’ll collaborate closely with teammates across the UK, Hungary, and the US, while maintaining availability during EST business hours.

About the role

We are seeking a proactive and experienced individual in U.S. sales and use tax to oversee and execute U.S. sales tax onboarding for our clients.

This is a senior/leadership role where you will directly manage one team member initially, with the potential to grow and lead a larger team in the future. You will be responsible for ensuring our clients are onboarded smoothly and efficiently onto Taxually’s tax return compliance services.

This role requires both hands-on client-facing work and leadership oversight, including task delegation, process improvement, and proactive cross-department collaboration. You will be the primary driver of onboarding success and play a critical role in demonstrating the value of Taxually’s services to new customers.

What you'll be doing

Here are a few hints on what you are expected to do at Taxually:

- Lead the U.S. onboarding function, managing one direct report with potential for additional team members.

- Communicate regularly with clients to guide them through onboarding and ensure a seamless experience.

- Secure third-party access to client state tax accounts; both existing tax registration and assisting with new registrations.

- Prepare and deliver weekly onboarding status reports to ownership, demonstrating client progress and onboarding success.

- Proactively identify and implement process improvements to streamline onboarding and enhance client satisfaction.

- Develop and maintain onboarding policies and procedures to standardise best practices.

- Collaborate with other departments to remove client blockers and ensure timely service delivery.

- Contact U.S. tax authorities when required

- Provide leadership and guidance to your team, ensuring tasks are delegated effectively and work is delivered to a high standard.

What skills will be useful

- Close to native/Professional English language knowledge

- Experience in sales and use tax with an understanding of registration requirements

- Experience in training or managing people

- Strong Excel skills

- Excellent organisation & communication skills

- Extremely reliable with administration

- Proactive, accountable, and results-oriented with a solution-driven attitude

- Flexible personality, comfortable with shifting priorities and fast-paced environments

Why join Taxually?

Taxually has grown exponentially since its inception in 2018, and is now at the forefront of a multi-billion dollar industry. We enjoy