Tax Planning Consultant
New
T
TaxPlanIQTax Consulting
United States, Flexibility to work with clients across time zones when neededFull-TimeMiddle
SalaryUSD 75000 - 75000 / year
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Job Details
- Experience
- At least 2 years of Tax Technical experience
- Required Skills
- Customer serviceCoachingTrainingRelationship management
Requirements
- CPA or EA designation required
- At least 2 years of Tax Technical experience working with tax strategies and tax research
- 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
- At least 1 year of experience training or coaching professionals
- 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
- Strong presentation, facilitation, and coaching abilities
- Experience in designing or supporting training curriculum preferred
Responsibilities
- 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
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