TaxPlanIQ
The Sales Executive will sell TaxPlanIQ's tax advisory software to accountants, CPA firms, and financial advisors, driving new client acquisition and expanding existing relationships. The role focuses on meeting and exceeding revenue quotas through prospecting, presentations, negotiations, and collaboration with marketing and executive teams.
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
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TaxPlanIQ didn’t post a salary, so this is our estimate from similar listings.