Tax Planning Consultant

TaxplanIQ; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Commission pay

401(k)

Vision insurance

Health Insurance

Unlimited PTO

Remote work environment

Job summary

TaxPlanIQ in the United States is seeking a Growth Consultant to bridge innovation and client impact, delivering strategic tax plans to Growth Plan clients via 1:1 advisory sessions and guiding new clients through expectations and guarantees. You’ll train teammates, help update training materials, and stay current with platform features to maximize subscriber ROI.

A CPA/EA or Tax Attorney designation and 2+ years of tax advisory experience are required; this is a fully remote, collaborative role

Qualifications

• Minimum 2 years of Tax Advisory experience
• 2+ years of Tax Technical experience with tax strategies
• Experience selling tax plans or coaching professionals to sell them
• Strong client service and relationship management skills
• High emotional intelligence and problem‑solving ability
• Experience in designing or supporting training curriculum preferred
• Provide expert guidance and strategic support to Growth Plan subscribers
• Conduct one-on-one meetings to help clients create and refine tax plans using TaxPlanIQ
• Respond to customer questions related to tax strategies, planning, and software navigation
• Stay informed of new platform features and best practices to maximize client success

Responsibilities

• Provide expert guidance and strategic support to Growth Plan subscribers
• Conduct one-on-one meetings to help clients create and refine tax plans using TaxPlanIQ
• Respond to customer questions related to tax strategies, planning, and software navigation
• Leverage TaxPlanIQ to optimize tax planning outcomes and subscriber ROI
• Offer advisory support that helps clients position and sell their tax plans effectively
• Ensure subscriber satisfaction through timely responses, accurate guidance, and proactive follow‑up
• Train and coach professionals using best practices, real‑world case studies, and strategic guidance
• Collaborate with internal team members to support and improve training curriculum
• Stay informed of new platform features and best practices to maximize client success

Skills

Tax advisory experience

Client advisory

Communication skills

Training/coaching

Education

CPA designation

EA designation

Tax attorney designation

Tools

TaxPlanIQ

Job description

As a Growth Consultant, you’ll be the bridge between innovation and impact, working directly with Growth Plan clients (accounting firms, financial advisors, and entrepreneurial tax pros) to help them deliver high-value tax planning services. This is not your typical advisory role, it’s your chance to shape the future of tax planning while joining a collaborative, tech-forward, purpose-driven team.

About TaxPlanIQ

At TaxPlanIQ, we’re redefining what it means to be a tax professional. Our mission is to democratize strategic tax planning — bringing powerful, ROI-driven solutions once reserved for elite firms to accountants and advisors everywhere. We believe that every client deserves a proactive plan, and every advisor deserves the tools and community to deliver it confidently.

We’re a fast-growing SaaS company led by Dr. Jackie Meyer, CPA, founder of the ROI Method™, and we’re on a mission to empower the next generation of tax advisors to lead with strategy, not spreadsheets.

Description

Join our team democratizing tax planning to all!

Job Summary

As a Growth Consultant, you will be a key member of TaxPlanIQ, contributing to the success of our Growth Plan clients (accounting firms, financial advisor executives, and other tax advisor entrepreneurs) through personalized 1:1 advisory sessions. You will help clients build strategic tax plans, answer technical tax questions, and walk new clients through Growth Plan expectations and guarantees. In this role, you will also support internal training efforts, contribute to updates of training materials, and be held to a high standard of customer service and satisfaction. Your expertise in tax strategy, platform knowledge, and problem-solving will directly impact client outcomes. Growth Consultants are also expected to stay current on platform features and best practices to maximize client success. There will be opportunities to influence new features and enhancements of the TaxPlanIQ product, alongside group webinars and teaching.

• CPA, tax attorney, or EA designation required
• Must have at least 2 years of Tax Technical experience working with tax strategies and tax research. Note: You do not need to own your own firm. We welcome candidates with experience in public accounting, private firms, or in-house tax departments who have hands‑on exposure to strategic tax planning and client advisory work.
• Demonstrated track record of customer satisfaction that can be proven with client reviews, ratings or other means
• Minimum 1 year of experience using TaxPlanIQ, or comparable software and you pick up on new tech easily and excitedly
• At least 1 year of experience training or coaching professionals

Qualifications and Key Responsibilities

• Minimum 2 years of Tax Advisory experience
• Minimum 2 years of Tax Technical experience with tax strategies
• Experience selling tax plans or coaching professionals to sell them
• Strong client service and relationship management skills
• High emotional intelligence and demonstrated problem‑solving ability
• Experience in designing or supporting training curriculum preferred
• Provide expert guidance and strategic support to Growth Plan subscribers
• Conduct one-on-one meetings to help clients create and refine tax plans using TaxPlanIQ
• Respond to customer questions related to tax strategies, planning, and software navigation.
• Leverage TaxPlanIQ to optimize tax planning outcomes and subscriber ROI
• Offer advisory support that helps clients position and sell their tax plans effectively.
• Ensure subscriber satisfaction through timely responses, accurate guidance, and proactive follow‑up
• Train and coach professionals using best practices, real‑world case studies, and strategic guidance
• Collaborate with internal team members to support and improve training curriculum
• Stay informed of new platform features and best practices to maximize client success

Knowledge, Skills, and Other Abilities

• Strong presentation, facilitation, and coaching abilities
• Collaborative mindset and ability to work across departments in a virtual setting
• Clear communication and the ability to handle complex client scenarios
• Commission pay
• 401(k)
• Vision insurance
• Health Insurance
• Unlimited PTO
• Remote work environment

Physical Demands

The physical demands described here represent those an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Regularly required to sit, stand, talk, hear, and use hands
• Occasionally required to reach with hands and arms, stoop, kneel, or crawl
• Fully remote position with digital collaboration tools
• Participation in video calls and virtual training sessions with clients and team members
• Flexibility to work with clients across time zones when needed
• Moderate noise level in a virtual work setting

Reports to: Director of Customer Success & Experience

Pay

• Based on Experience

TaxPlanIQ Standards

C - Courageous

No Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We don’t do things just because it’s always been done that way. Innovate where it makes sense. Move the needle for our goals.

Every day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter all situations with a positive perspective. We are grateful for our work on a daily basis.

Be Honest, Kind, charitable, and have integrity. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect all faiths and beliefs just as the Christian faith teaches us.

E - Exceptional & Empathetic

As trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.

U - United

We foster a close‑knitted community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.

S - Spirited

We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.