Full time
TaxPlanIQ
Lincoln, NE
Join our team democratizing tax planning to all! Job Summary As a Tax Planning Software Consultant , you will be a key member of TaxPlanIQ, contributing to the success of our customers (accounting firms, financial advisor executives, and other tax advisor entrepreneurs) through personalized 1:1 advisory sessions on how to implement and leverage TaxPlanIQ Software for their client base. You will help coach them through building strategic tax plans, answer technical tax questions, and walk users through leveraging our software in their firms. 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 customer outcomes. This person is also expected to stay current on platform features and best practices to maximize customer success. There will be opportunities to influence...

