Customer Success Manager, Accounting Products at TaxBit

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Cryptocurrency, AccountingIndustries

Requirements

3-5 years of Big 4 accounting advisory and/or audit experience
Working knowledge of digital asset accounting
Ability to track and follow the regulatory landscape
Understands the period close process
Experience working with ERP and subledger solutions
Exceptional communicator and presenter (for internal and external purposes)
Extensive experience serving in a client-facing capacity
Self-starter who can navigate complexity and ambiguity
Ability to work across functions and support competing priorities
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
Quick learner who’s eager to dive in and provide solutions
Do-whatever-it-takes mentality to ensure clients have the best possible experience
US GAAP domain expert with respect to digital asset accounting and reporting
Expert in accounting, sub-ledger technology, and period end workflows

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
Provide 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 Customer Operations lead to support execution of our enterprise solutions
Deliver amazing experiences to Taxbit partners and customers
Be 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
Work with a team of experts to support a wide variety of needs as our business continues to scale and grow rapidly

Skills

US GAAP

Digital Asset Accounting

Tax Reporting

SaaS

Customer Implementation

Technical Accounting

Sub-ledger Technology

Customer Success Management

Quality Control

Product Feedback

TaxBit

Automates tax reporting for digital assets

About TaxBit

TaxBit specializes in tax and accounting solutions tailored for the digital asset economy, particularly focusing on cryptocurrencies. The platform automates the collection, validation, and reporting of tax information, helping both individuals and businesses comply with changing regulations. Clients include individual investors, exchanges, and enterprises in the digital asset market. TaxBit operates on a software-as-a-service (SaaS) model, offering subscription-based access to its user-friendly platform. This platform streamlines the tax reporting process from onboarding to filing, ensuring clients can easily manage their tax obligations. TaxBit differentiates itself by providing comprehensive data analysis and support, making it easier for users to navigate the complexities of tax compliance in the digital age.

Draper, UtahHeadquarters

2018Year Founded

$244.5MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Flexible Work Hours

Remote Work Options

Risks

Emerging crypto tax software companies may erode TaxBit's market share.

Rapid regulatory changes could outpace TaxBit's software updates, risking compliance issues.

Reliance on third-party data sources may affect the reliability of TaxBit's services.

Differentiation

TaxBit automates tax calculations for cryptocurrency transactions, simplifying compliance for users.

The platform offers real-time portfolio tracking and tax optimization for crypto enthusiasts.

TaxBit provides enterprise-grade solutions, catering to both individual investors and large enterprises.

Upsides

Increased blockchain adoption in finance sectors expands TaxBit's market reach.

IRS's focus on crypto tax compliance drives demand for TaxBit's automated solutions.

EU's MiCA regulation boosts demand for TaxBit's compliant tax solutions in Europe.

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