Teams at TaxValet

Manage client billing lifecycle in Zoho Billing: onboarding account setup, subscription and pricing updates, invoicing, refunds/credit notes, payment tracking, reconciliations, and internal coordination to ensure billing accuracy and timely resolution of client issues.

The Sales Tax Accountant prepares and submits sales tax filings, monitors clients' tax collection variances, resolves issues with tax authorities, and assists with client projects, while maintaining accurate communication and documentation for clients.

Own client onboarding from sign-up through completion: build and manage timelines, coordinate internal teams, analyze large transaction datasets in Excel, create transaction mappings, advise clients on sales tax implications, ensure smooth handoffs to the Filing Team, and drive process improvements to scale onboarding.