Job description
At TaxPlanIQ, were redefining what it means to be a tax professional. Our mission is bringing powerful, ROI-driven solutions once reserved for elite firms to accountants and advisors everywhere. We believe that every client deserves a proactive plan, and every advisor deserves the tools and community to deliver it confidently.
Job Summary
As a Tax Planning Consultant you will be a key member of TaxPlanIQ, contributing to the success of our Growth Plan clients (accounting firms, financial advisor executives, and other tax advisor entrepreneurs) through personalized 1:1 advisory sessions. You will help clients build strategic tax plans, answer technical tax questions, and walk new clients through Growth Plan expectations and guarantees. In this role, you will also support internal training efforts, contribute to updates of training materials, and be held to a high standard of customer service and satisfaction. Your expertise in tax strategy, platform knowledge, and problem-solving will directly impact client outcomes. Growth Consultants are also expected to stay current on platform features and best practices to maximize client success. There will be opportunities to influence new features and enhancements of the TaxPlanIQ product, alongside group webinars and teaching.
Minimum Requirements:
CPA or EA designation required
Must have at least 2 years of Tax Technical experience working with tax strategies and tax research. Note: You do not need to own your own firm. We welcome candidates with experience in public accounting, private firms, or in-house tax departments who have hands-on exposure to strategic tax planning and client advisory work.
Demonstrated track record of customer satisfaction that can be proven with client reviews, ratings or other means
Minimum 1 year of experience using TaxPlanIQ, or comparable softwares and you pick up on new tech easily and excitedly
At least 1 year of experience training or coaching professionals
Qualifications and Key Responsibilities
Minimum 2 years of Tax Advisory experience
Minimum 2 years of Tax Technical experience with tax strategies
Experience selling tax plans or coaching professionals to sell them
Strong client service and relationship management skills
High emotional intelligence and demonstrated problem-solving ability
Experience in designing or supporting training curriculum preferred
Provide expert guidance and strategic support to Growth Plan subscribers
Conduct one-on-one meetings to help clients create and refine tax plans using TaxPlanIQ
Respond to customer questions related to tax strategies, planning, and software navigation.
Leverage TaxPlanIQ to optimize tax planning outcomes and subscriber ROI
Offer advisory support that helps clients position and sell their tax plans effectively.
Ensure subscriber satisfaction through timely responses, accurate guidance, and proactive follow-up
Train and coach professionals using best practices, real-world case studies, and strategic guidance
Collaborate with internal team members to support and improve training curriculum
Stay informed of new platform features and best practices to maximize client success
Knowledge, Skills, and Other Abilities
Strong presentation, facilitation, and coaching abilities
Collaborative mindset and ability to work across departments in a virtual setting
Clear communication and the ability to handle complex client scenarios
Benefits
Competitive base salary
Commission pay
401(k)
Dental insurance
Vision insurance
Unlimited PTO
Remote work environment
Professional development opportunities
Physical Demands The physical demands described here represent those an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Regularly required to sit, stand, talk, hear, and use hands
Occasionally required to reach with hands and arms, stoop, kneel, or crawl
Work Environment
Fully remote position with digital collaboration tools
Participation in video calls and virtual training sessions with clients and team members
Flexibility to work with clients across time zones when needed
Moderate noise level in a virtual work setting
Job Details:
Base salary: $75,000+ based on experience
Full time
Reports to: Director of Customer Success
Unlimited PTO
100% Remote
401K plan
TaxPlanIQ Standards
C - Courageous
No Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We dont do things just because its always been done that way. Innovate where it makes sense. Move the needle for our goals.
O - Optimistic
Every day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. s.So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter all situations with a positive perspective. We are grateful for our work on a daily basis.
R - Respectful & Honest
Be Honest, Kind, charitable, and have integrity. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect all faiths and beliefs just as the Christian faith teaches us.
E - Exceptional & Empathetic
As trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.
U - United
We foster a close-knit community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.
S - Spirited
We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.