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.

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

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

TaxPlanIQ remote jobs

Tax Planning Consultant