[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 http://closers.io.
Apply Now
Apply Now
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 http://closers.io.
Apply Now
Apply Now