TaxDome is the leading practice management platform designed specifically for accounting firms in the United States. Over the past five years, we have experienced hyper-growth, expanding our user base by over 100 times and serving tens of thousands of businesses worldwide that cater to millions of end clients. We operate as a remote-first SaaS company that focuses on transforming how accounting professionals manage their operations by streamlining workflows, automating routine tasks, and enhancing client communication.

The Customer Success team plays a crucial role in ensuring our clients maximize the value they receive from TaxDome’s platform. They are responsible for guiding SMB accounting firms through adoption, engagement, and expansion while fostering long-term relationships. Our client portfolio is diverse, encompassing a wide range of small and mid-sized accounting practices looking to modernize and optimize their business processes.

Exclusive to Get on Board.

• 3–4 years of experience in SaaS Customer Success or Account Management
• Experience managing high-volume or segmented portfolios
• Fluent in English (C1+)
• Excellent communication, organization, and prioritization skills
• CRM and support tool experience (HubSpot, Intercom, Slack, etc.)
• Comfortable with ambiguity and proactive in finding solutions
• Able to work independently in a remote, fast-paced environment
• Strong critical thinking and ability to coach clients toward outcomes