Job Description

Customer Success Manager (Tax)

- Ex-Accountants
- No Timesheets
- Fully Remote /n

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- Very high base + super, Fully Remote anywhere in Australia (Work from Home , or Work from Anywhere)

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- Shape a customer function at a quick-growing tax AI platform

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- Very high base + super, Fully Remote anywhere in Australia (Work from Home , or Work from Anywhere)

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- No timesheets, no lodgement deadlines, no six-minute units

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- Shape a customer function at a fast-growing tax AI platform

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Stop billing your time in six-minute increments! You know tax. You know what life inside a small or mid-sized practice is like. You're the one the grads come to with questions, and clients actually enjoy getting you on the phone.

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Now imagine using all of that natural talent without a timesheet, a lodgement program, or a write-off conversation in sight.

About the Client /n

The client is a well established tax training platform built for Australian SME accountants and tax practitioners. Think of it as the Netflix of tax training.

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The business was built by people who used to do your job. It's in hyper-growth and is expanding its customer-facing team.

The Role /n

You'll be the trusted adviser to accounting firms and their go-to person from day one. In practice, that means:

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- Running live onboarding sessions for practitioners across various products, by phone and video/webinar

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- Hosting webinars on onboarding, adoption and best practice. If you've ever trained a team or run a client workshop, you'll enjoy this

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- Acting as a firm's "Fractional Head of Learning" by building learning plans and running quarterly learning reviews so their teams keep improving

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- Being the product expert who answers the questions nobody else can

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- Being the AI policy best-practice voice for accounting firms,



helping them adopt including AI policy and education

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- Creating things from scratch, such as best-practice guides, quarterly topic briefs and customer experience initiatives, then measuring whether they worked

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- Spotting growth opportunities and passing them to sales. Identifying them is your job; closing them isn't.

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- Helping the sales leaders build a world-class customer experience playbook

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About You /n

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- 3-5+ years in tax or business services within an Australian accounting firm, ideally a boutique or SME firm/mid tier

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- Solid technical tax knowledge, so practitioners trust you as one of their own

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- Excellent people skills and a confident phone manner. You build rapport fast

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- Comfortable presenting, whether to one partner or a webinar of 100 practitioners

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- A self-starter who can build from a blank page without waiting for a framework

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- Quick to pick up new software. Xero, MYOB, practice management or AI tools are all a plus

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- Already thinking about moving out of practice and into something more product-led or client-centric

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- SaaS or customer success experience is nice to have but not essential. Your tax credibility matters more

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- High EQ is essential - someone that can read a room and engage a room (even though it might a virtual one!).

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Why you'll love it /n

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- High base salary on offer for the right person

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- Fully remote, anywhere in Australia, and you're trusted to manage your own day

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- Real scope. This isn't a support role with a better title. You'll be the person who can actually answer a practitioner's tax question.

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- You'll join early enough to shape how the customer function works

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- Plenty of room to grow into customer success, product, learning or leadership as it's a fast growing and scaling business

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We care more about your tax knowledge and people skills than about matching every bullet.

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📌 Customer Success Manager (Tax) - Ex-Accountants - No Timesheets - Fully Remote (Canberra)
🏢 Recruitment Expert
📍 Canberra