[Remote] Tax Advisor / Client Success Manager

Note: The job is a remote job and is open to candidates in USA. Closers.io helps high-income business owners keep more of what they earn through proactive tax strategies. They are seeking a client-facing Tax Advisor/CSM to manage client relationships, build tax plans, and ensure an exceptional advisory experience. Responsibilities • 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 Skills • 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 • EA and/or CPA preferred Benefits • Comp in lieu of benefits Company Overview • Closers.io is the industry leading sales training and recruitment company for coaches, consultants, course creators, marketing agencies, and other online service-based businesses. It was founded in 2019, and is headquartered in Scottsdale, Arizona, US, with a workforce of 51-200 employees. Its website is Apply tot his job

Apply tot his job

Apply To this Job