Customer Success Manager, Accounting Products

Taxbit • Full-time • New York, New York • $90k - $165k / year • 3w ago

Company

Founded in 2018 by CPAs, tax attorneys, and software developers, Taxbit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. Taxbit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets.

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), Taxbit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. Taxbit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Europe.

The Role

As a Customer Success Manager overseeing our Accounting Products, you’ll be a key contributor to Taxbit’s customer service organization and a critical team member driving customer and business success while operating as an accounting subject matter expert.

Your role will include:

Providing best-in-class user experience by assisting with customer implementations and playing a leading role in technical accounting discovery and solution delivery
Be the subject matter expert for Taxbit’s Enterprise Accounting products, becoming intimately familiar with our products and supporting product development through testing new features, performing quality control for client implementations, and providing critical product feedback
Be a US GAAP domain expert with respect to digital asset accounting and reporting
Being a Customer Operations lead to support execution of our enterprise solutions
Delivering amazing experiences to Taxbit partners and customers; we hold ourselves to a high standard of excellence
Being an expert in Taxbit’s market solutions in order to adequately communicate market impact and product value to external parties
Being a strong SME resource for customers and internal stakeholders
Being an expert in accounting, sub-ledger technology, and period end workflows to support client needs
Working with a team of experts to support a wide variety of needs as our business continues to scale and grow rapidly

The ideal candidate for this role is someone with 3-5 years of big 4 accounting advisory and/or audit experience, has a working knowledge of digital asset accounting, ability to track and follow the regulatory landscape, understands the period close process, has experience working with ERP and subledger solutions, is an exceptional communicator and presenter (for internal and external purposes), has extensive experience serving in a client facing capacity, a self-starter who can navigate complexity and ambiguity, ability to work across functions and support competing priorities, a team-first mentality who is a culture-add, ability to manage projects from beginning to end, eagerness to dive into product testing to support continual product development, and a quick learner who’s eager to dive in and provide solutions. Most importantly, you possess a do-whatever-it-takes mentality to ensure our clients have the best possible experience.

Key Responsibilities

Drive successful customer relationships by being the key point of contact
Strong performer on Customer Operations to drive delivery on engagements with enterprise customers
Partner with product to ensure the quality and integrity of Taxbit products
Leverage subject matter expertise in complex digital asset accounting topics to better support Taxbit customers
Be “hands-on” in serving internal stakeholder and client needs (including system discovery, product testing, implementations, and customer success)
Evaluate the current needs within customer processes and work cross-functionally to determine how best to meet customer needs
Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in depth discovery in order to best serve customer needs

Desired Skills & Qualifications

5+ years of accounting experience working in public accounting or industry (experience working with digital asset accounting is a plus)
Degree in accounting (preferably a masters degree)
CPA certification
Exceptional organizational and management skills; ability to juggle multiple projects and disparate information
Critical thinker with strong analytical and problem-solving skills; high attention to detail and thoroughness in approach
Team player who is eager to roll up their sleeves and contribute from day 1; brings a great attitude, work-ethic, and eagerness to learn and develop
Detailed oriented, proficiency with Excel, and ability to develop new/pertinent skill sets
A passion for digital assets and solving critical accounting and reporting needs in the space (deep familiarity with the digital asset landscape is a plus)
Ready to identify and perform job functions with minimal supervision
Strong desire to keep up with emerging issues, news, and best practices within the industry
Exceptional communication skills and the ability to present solutions and represent Taxbit

Compensation

The base salary range for this role is $90,000 - $165,000. This role is eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Taxbit in the News

Corp Press
Forbes America's Best Startup Employers
Deloitte Top 10 Fast 500 Award
Forbes FinTech 50

Recent Product Announcements
Taxbit Announces AI Enabled Rules Engine for Crypto Accounting
Taxbit Launches DAC7 Compliance Solution for Digital Marketplaces
Taxbit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets
Taxbit Launches Innovative CESOP Reporting Solution for Digital Assets

TB Thought-Leadership Pieces
Fortune - Future of Finance
NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto
Future of Finance Roundtable Event (Video)
Coindesk - The Tax Implications of Sam Bankman-Fried’s Conviction
Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation
Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)

Alliance/ Partner Announcements
IRS Taps TaxBit to Audit Bulk Crypto Transactions

Disclaimers

By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired.
Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.