Teams at TaxConnex, LLC

Provides administrative and operational support, including office coordination, vendor and supply management, check printing, sales tax filing preparation, exemption certificate administration, and jurisdiction notice tracking. Maintains accurate records, follows detailed procedures, identifies discrepancies, supports internal teams, and ensures operational deadlines are met.

Leads the Operational Support Services team and manages internal, client, partner, and vendor support operations. Responsibilities include troubleshooting platform, process, tax, and technology issues; coordinating third-party solution implementations; managing ECM operations and vendor escalations; supporting partner billing and reconciliation; maintaining documentation; and driving continuous process improvements across delivery, technology, product, finance, and client-facing teams.