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

Recruitment Expert; Sydney; Remote; AUD 110,000 - 150,000; Full time

Job summary

Recruitment Expert is hiring a Customer Success Manager (Tax) to join a rapidly growing tax AI platform. This fully remote role is open to anyone in Australia and focuses on onboarding, training, and advising tax professionals.

You will be the trusted adviser to accounting firms, running live onboarding sessions, hosting webinars, and shaping learning plans. If you thrive in client-facing roles and enjoy AI-driven workflows, apply now.

Qualifications

• 3–5+ years in tax or business services within an Australian accounting firm.
• Strong technical tax knowledge and AI proficiency.
• Excellent communication and presentation skills.
• Ability to build from a blank page and adopt new software.
• Interested in moving from practice to product-led or client-centric roles.
• SaaS or customer success experience is a plus.

Responsibilities

• Run live onboarding sessions for practitioners by phone and video/webinar.
• Host webinars on onboarding, adoption and best practice of AI.
• Act as a Fractional Head of Learning with learning plans and quarterly reviews.
• Be the product expert who answers questions nobody else can.
• Advise on AI policy and education for accounting firms.
• Create best-practice guides, quarterly topic briefs and customer initiatives.
• Spot growth opportunities and pass them to sales.
• Help sales leaders build a world-class customer experience playbook.

Skills

Tax knowledge

AI savant

People skills

Self-starter

SaaS experience

Presentation skills

EQ

Job description

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

Swap timesheets for training practitioners. Use your tax & business services background in a remote, client-facing role earning top $$$! WFH

• Very high base + super, Fully Remote anywhere in Australia ( Work from Home, or Work from Anywhere)
• Shape a customer function at a fast-growing tax AI platform

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 new 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

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