Account Manager, Indirect Tax

Taxwire

• $80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant professional experience in account management, customer success, tax technology, or indirect tax.
  • Experience in managing ongoing customer relationships and driving measurable outcomes.
  • Working knowledge of indirect tax disciplines like US sales tax or VAT/GST.
  • Comfortability with structured data, spreadsheets, CRM systems, and operational workflows.
  • Exceptional communication skills to explain complex compliance issues clearly.
  • Strong customer and commercial judgment to navigate relationships and growth opportunities.
  • Ability to manage multiple high-stakes issues simultaneously, showing attention to detail.

Responsibilities

  • Serve as the primary relationship owner for a portfolio of customers post-onboarding.
  • Learn each customer's business model and compliance priorities to support their needs.
  • Conduct regular check-ins and strategic reviews to keep customers informed.
  • Drive customer health and satisfaction, focusing on retention and renewal readiness.
  • Identify potential risks and develop action plans to address them effectively.
  • Collaborate closely with tax and operations teams to meet customer commitments.
  • Develop scalable systems with account plans and documentation for better workflows.

Benefits

  • Company-covered benefits
  • Meaningful equity
Full Job Description
About the role

Our customers trust us to manage a mission-critical compliance function where mistakes create real financial and operational risk.

We're hiring an Account Manager to own a portfolio of customers after onboarding. You'll understand their businesses, keep their compliance programs running smoothly, and solve problems before they become escalations.

You won't prepare every return, but you must understand indirect tax well enough to ask the right questions and bring in the right experts. You'll also help build the account management function itself-from health scoring and business reviews to renewal processes and cross-functional feedback loops.

What you'll do

Own customer relationships
  • Serve as the primary ongoing relationship owner for a portfolio of customers.
  • Learn each customer's business model, systems, jurisdictions, compliance footprint, and priorities.
  • Give customers a clear view of their compliance program, open issues, deadlines, and next steps through regular check-ins and strategic reviews.


Drive retention and growth
  • Own customer health, satisfaction, retention, and renewal readiness across your portfolio.
  • Identify risks early, create clear plans to address them, and lead renewal conversations with Sales and company leadership.
  • Identify expansion opportunities created by new jurisdictions, entities, products, transaction volume, or international growth.


Coordinate compliance outcomes
  • Partner closely with Tax and Operations to ensure customer commitments are met.
  • Coordinate responses to notices, filing issues, registrations, and data problems. Translate them into clear, confident customer communication.
  • Close every feedback loop and escalate issues based on urgency and risk.


Build scalable systems
  • Create account plans, customer-health signals, renewal forecasts, playbooks, and reusable communication templates.
  • Turn recurring customer questions into better documentation, workflows, and structured feedback that Product and Engineering can act on.
  • Use automation and AI-assisted workflows to increase leverage without sacrificing judgment or customer trust.


What you need
  • You're an exceptional communicator. You make complicated tax and compliance issues clear without creating confusion or unnecessary alarm.
  • You're a finisher. You spot risks early, take ownership when something goes wrong, and drive it through resolution.
  • You have strong customer and commercial judgment. You know how to earn trust, protect the relationship, and recognize opportunities to grow it.
  • You don't lose the details. You can manage a portfolio of customers, competing deadlines, and high-stakes issues without dropping the ball.
  • You're comfortable with ambiguity. You don't need a perfect playbook. You'll help us write it.
  • 5+ years of relevant professional experience across account management, customer success, client services, tax technology, accounting, or indirect tax.
  • Experience owning ongoing customer relationships and measurable customer outcomes.
  • Working knowledge of US sales and use tax, VAT/GST, or another indirect-tax discipline.
  • Comfort working with structured data, spreadsheets, CRM systems, and operational workflows.


Nice to have
  • Experience at an indirect-tax software or services provider such as Avalara, TaxJar, Vertex, Thomson Reuters, Stripe Tax, or a SALT practice.
  • Experience supporting multistate sales-tax compliance, registrations, notices, nexus analysis, or taxability questions.
  • Experience owning renewals, retention, expansion, or net revenue retention.
  • Experience working at a high-growth or early-stage company.


Why work at Taxwire
  • You'll own meaningful customer relationships in a complex, mission-critical category.
  • You'll help build the account-management function rather than inherit a rigid playbook.
  • You'll work with a deeply experienced team across tax, product, engineering, and operations.
  • You'll have direct influence over the product and how we serve customers.
  • We hold a high bar, move quickly, and care deeply about the people depending on our work.
  • Competitive salary, meaningful equity, company-covered benefits, and PTO.


Why you shouldn't work at Taxwire
  • You want a narrow role or prefer waiting for customers to contact you instead of managing relationships proactively.
  • You avoid difficult conversations or accountability for customer outcomes.
  • You are uncomfortable learning complex subjects or working in a technical, regulated, deadline-driven environment.
  • You need a mature playbook or are uncomfortable with early-stage ambiguity and fast iteration.


Benefits
  • Company-covered benefits
  • Meaningful equity

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