Customer Success Manager (AI Tax) - Accountants - No Timesheets - Fully Remote 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.

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

About the Client 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.

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

Running live onboarding sessions for practitioners across various products, by phone and video/webinar on how to use AI in their teams

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

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

Being the product expert who answers the questions nobody else can

Being the AI policy best-practice voice for accounting firms, helping them adopt including AI policy and education

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

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

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

About You

At least 3-5+ years

in tax or business services within an Australian accounting firm, ideally a boutique or SME firm/mid tier





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

AI savant

- you must be able to demonstrate in the interview how you have been the leading person in your firm on using AI agents for tax research and automating your workflows etc...

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

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

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

Quick to pick up current software and tools especially AI

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

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

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

Why you'll love it

High base salary on offer for the right person

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

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.

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

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

Not sure if you're "qualified"?

If you've worked in tax at an accounting firm and people say you're great with clients, If you are the one always putting up your hand for trialling software, projects, or teaching others what you learn at a recent CPD event - We care more about your tax knowledge and people skills than about matching every bullet.

Additional information

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

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

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

📌 Customer Success Manager (Perth)
🏢 Recruitment Expert
📍 Perth