Client Success Manager, Taxfyle
$65-85k
Online accounting services & workforce
Be an early applicant
Online accounting services & workforce
101-200 employees
Be an early applicant
$65-85k
101-200 employees
Company mission
Taxfyle is on a mission to create the most efficient professional service delivery platform in the world.
Role
Who you are
- This role requires a candidate with demonstrated success in client relationship management and a solid background in accounting and/or tax services
- Bachelor’s degree in a related field and a minimum of 3–5 years of client success, account management, or relationship management experience – preferably in tech, SaaS, finance, or tax
- 2+ years proven understanding of tax, accounting and/or financial knowledge and concepts is required. CPA or accounting certification is a plus but not required
- Experience managing or mentoring others, with a preference for prior formal team leadership
- Demonstrated ability to manage client expectations, resolve conflicts, and deliver measurable results
- Excellent written and verbal communication, and interpersonal skills
- Proficiency in CRMs and customer success platforms (e.g., HubSpot, Salesforce)
- Highly organized with strong attention to detail
- Ability to work in a fast-paced environment and manage multiple priorities
- Proactive, self-motivated, and results-oriented
- Flexibility to work occasional nights and weekends
What the job involves
- As a Client Success Manager, you will oversee a team of Client Relationship Managers responsible for managing B2B2C client relationships
- You will lead the execution of client success initiatives across your team and ensure consistent, high-quality service delivery aligned with client needs and business outcomes
- Lead, support, and coach a support team of Client Relationship Managers responsible for guiding partner clients from job submission through e-filing
- Provide direct reports with clear expectations, providing regular feedback, and foster a collaborative, accountable team environment aligned with organizational goals
- Collaborate closely with the Partner Experience team and internal stakeholders to deliver a seamless, consistent client journey
- Establish and continuously improve team workflows, Standard Operating Procedures, and processes to ensure seasonal readiness and operational efficiency
- Monitor Key Performance Indicators, set performance goals, and drive accountability through regular check-ins and performance reviews
- Serve as the escalation point for high-priority customer issues, driving resolution and ensuring partner satisfaction
- Develop and manage reporting frameworks, while identifying trends and opportunities to improve service quality and support account growth
- Reports to: Director of Partner Success
Our take
For many professionals, filing taxes can be a stressful and complicated process, and mistakes can be costly. Taxfyle solves this problem with its easy-to-use tax filing app.
Taxfyle has been heralded as "Uber for taxes", which is testament to the simplicity and efficacy of its application. Following Uber's model, Taxfyle connects users with vetted tax specialists that match their specific requirements. Unlike many of its competitors, the company targets both individual users and accounting firms.
Taxfyle faces stiff competition from a number of other accounting and tax filing apps, including industry leader TurboTax. Nonetheless, having raised an impressive $20 million in Series B funding in 2022, Taxfyle shows no signs of slowing down. This money will help accelerate Taxfyle's plans to branch out into other aspects of professional financial services.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Feb 2022
$20m
SERIES B
Sep 2018
$4.1m
SERIES A
Total funding: $27.9m
Company benefits
- Employee stock option plan
- Employer-paid health, vision, & dental benefits
- Flexible work & vacation
- Centrally located in lunch-friendly area
- Remote worker friendly
- Office games, snacks, & drinks
- Latest gadgets & equipment
Company HQ
Northeast Coconut Grove, Miami, FL
Leadership
Richard Lavina
(CEO)Previously worked as a Senior Consultant at PwC. Has been a Mentor at Holt Accelerator since 2018, and a member of the Forbes Finance Counsel since 2019.
Will Sahatdjian
(CTO)Was Senior Application Developer at HealthSun Health Plans. Served as Co-Founder & CTO of Kindwave.
Michael Mouriz
(COO)Previously co-founded Clove Mediterranean Kitchen.
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