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© All Rights Reserved. ApplyBlast.com
TaxPlanIQ
TaxPlanIQ is seeking a business‑oriented, tech‑savvy Customer Success Manager to own post‑implementation client relationships, drive adoption, retention, and upsell opportunities, and ensure customers achieve their desired outcomes on the platform. The role involves strategic account management, cross‑functional collaboration, and delivering value‑based insights to help accounting firms scale their advisory services.
Headquarters
Southlake, Texas, United States
TaxPlanIQ is a flat-rate tax planning software platform designed for accountants, CPAs, and financial advisors. It enables firms to build expert-level, client-ready tax plans in minutes using AI-powered strategy recommendations, 130+ tax savings strategies, and automated ROI-based pricing tools. The platform helps accounting professionals transition from compliance-focused tax preparation to high-value advisory services, and is backed by an ROI guarantee on its Growth Plan.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for TaxPlanIQ.
TaxPlanIQ didn’t post a salary, so this is our estimate from similar listings.
5% below the average for this role