Note: The job is a remote job and is open to candidates in USA. Taxually is a tax technology company providing compliance solutions for businesses worldwide. The Account Manager will serve as the primary client contact throughout the compliance lifecycle, managing onboarding, tax data mapping, filing support, renewals, and expansion while collaborating with partner teams, tax specialists, and product teams.
Responsibilities
- Own a portfolio of accounts and build trusted advisor relationships with finance leads, tax teams and C-suite stakeholders
- Run regular client check-ins and lead onboarding sessions for a smooth handoff from sales
- Help clients map their transaction data to our platform: revenue streams, product types, tax codes
- Guide clients through VAT, US sales tax (economic nexus, marketplace facilitator rules) and GST/PST setup
- Support clients through filing periods, spot discrepancies and coordinate fixes with our tax team
- Track account health, prevent churn, manage renewals and find upsell opportunities (new jurisdictions, expanded filing coverage)
- Attend client sites, events and industry conferences (5-10% travel)
Skills
- 2+ years in account management, customer success or tax compliance
- Working knowledge of indirect tax (VAT, US sales tax or GST/PST)
- Experience managing multiple client relationships at once, with strong prioritisation
- Confident on video calls, clear in writing, able to explain tax in plain language
- Comfortable with data: mapping transaction records, reviewing reports, spotting anomalies
- A self-starter who thrives in a fast-paced, remote environment with high autonomy
- Ideally in SaaS, fintech or professional services
- Familiarity with the tax challenges of digital goods, SaaS or marketplace business models
- Experience with HubSpot, Freshdesk or similar tools
- Multilingual skills
Benefits
- Remote work environment with high autonomy
Company Overview