Job Description
Customer Success Manager (Tax) - Ex-Accountants - No Timesheets - Fully Remote n
n
Very high base + super,
Fully Remote
anywhere in Australia (
Work from Home
, or
Work from Anywhere)
n
Shape a customer function at a fast-growing tax AI platform
n
n
n
Very high base + super,
Fully Remote
anywhere in Australia (
Work from Home
, or
Work from Anywhere)
n
No timesheets, no lodgement deadlines, no six-minute units
n
Shape a customer function at a fast-growing tax AI platform
n
n
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.
n
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.
n
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:
n
n
Running live onboarding sessions for practitioners across various products, by phone and video/webinar
n
Hosting webinars on onboarding, adoption and best practice. If you've ever trained a team or run a client workshop, you'll enjoy this
n
Acting as a firm's "Fractional Head of Learning" by building learning plans and running quarterly learning reviews so their teams keep improving
n
Being the product expert who answers the questions nobody else can
n
Being the AI policy best-practice voice for accounting firms,



helping them adopt including AI policy and education
n
Creating things from scratch, such as best-practice guides, quarterly topic briefs and customer experience initiatives, then measuring whether they worked
n
Spotting growth opportunities and passing them to sales. Identifying them is your job; closing them isn't.
n
Helping the sales leaders build a world-class customer experience playbook
n
About You n
n
3-5+ years in tax or business services within an Australian accounting firm, ideally a boutique or SME firm/mid tier
n
Solid technical tax knowledge, so practitioners trust you as one of their own
n
Excellent people skills and a confident phone manner. You build rapport fast
n
Comfortable presenting, whether to one partner or a webinar of 100 practitioners
n
A self-starter who can build from a blank page without waiting for a framework
n
Quick to pick up current software. Xero, MYOB, practice management or AI tools are all a plus
n
Already thinking about moving out of practice and into something more product-led or client-centric
n
SaaS or customer success experience is nice to have but not essential. Your tax credibility matters more
n
High EQ is essential - someone that can read a room and engage a room (even though it might a virtual one!).
n
Why you'll love it n
n
High base salary on offer for the right person
n
Fully remote, anywhere in Australia, and you're trusted to manage your own day
n
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.
n
You'll join early enough to shape how the customer function works
n
Plenty of room to grow into customer success, product, learning or leadership as it's a fast growing and scaling business
n
n
We care more about your tax knowledge and people skills than about matching every bullet.
#J-*****-Ljbffr

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