Job Description
Job Title
Client Success Consultant - Tax Advisory
Location
Fully Remote
Role Type
Full Time (Flexible hours)
Company Overview
Our client helps high-income business owners keep more of what they earn through proactive, high-touch tax strategy. They deliver tax planning and advisory designed to reduce liability and build lasting wealth—not just file returns.
- They’re hiring a client-facing Tax Advisor/CSM to own relationships, build tax plans, and drive an exceptional advisory experience rooted in Extreme Ownership, Meticulous Excellence, and Relentless Communication.The Role
- Manage a portfolio of high net worth / high-income clients (relationship ownership + advisory delivery)
- Lead strategy calls, communicate plans clearly, and guide clients through implementation
- Coordinate with US CSMs and offshore team members to execute accurately and on time
- Maintain strong pipeline of client deliverables (planning milestones, follow-ups, documentation)
- Drive client satisfaction/retention through proactive communication and high standards The Ideal Candidate
- EA and/or CPA preferred
- 5+ years tax experience with strong technical competence
- Confident, polished, and highly professional in client-facing conversations
- Extremely detail-oriented, proactive, and accountable (thrives in a high-standard culture)
- Comfortable working fully remote with excellent Zoom presence and communication habits Compensation
- On-Target Earnings: ~$120,000–$180,000/year
- Role is expected to be 1099 / contractor unless otherwise specified (comp in lieu of benefits)
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Apply Now