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© All Rights Reserved. ApplyBlast.com
TaxPlanIQ
The Tax Planning Consultant at TaxPlanIQ provides one‑on‑one advisory sessions to help accounting firms and financial advisors develop strategic tax plans, answer technical tax questions, and ensure client satisfaction. The role also involves training and coaching professionals, contributing to curriculum updates, and staying current on platform features to maximize client outcomes.
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.