Tax Planning Consultant bei TaxPlanIQ

Description

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. Tax Planning 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.

Requirements

• CPA, tax attorney, 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
• Health Insurance after 30 days from hire
• Unlimited PTO
• Remote work environment
• Professional development opportunities