Tax Client Success Manager

Company: Pacific Crest Tax Advisors

Employment Type: Full-Time (40 hours/week)

Work Type: 100% Remote

Language Requirement: Fluent English (C1 level or higher)

Compensation & Schedule

• Salary: MX$14,000 – MX$18,000 per month (based on experience)
• Hours: 40 hours/week, Monday–Friday
• Paid Tax Season Overtime: January–April (Saturdays)
• Bonuses: End-of-season bonuses in April and October

About Pacific Crest Tax Advisors

Pacific Crest Tax Advisors is a U.S.-based tax advisory firm serving real estate investors, business owners, and high-income professionals. We focus on proactive tax planning, clean systems, and a white-glove client experience.

As we scale, client experience is a top priority. This role exists to ensure that every client feels supported, informed, and confident throughout the entire tax process.

Role Overview (Client Success–First)

The Tax Client Success Manager & Operations Coordinator is responsible for owning the client experience from onboarding through completion.

Your number one responsibility is client success:

• Making sure clients know what to do, what's next, and where they are in the process
• Ensuring client profiles are complete, accurate, and ready for the tax team
• Preventing bottlenecks, confusion, and missed information before they become problems

Administrative work and data entry support this goal — they are not the primary focus.

Core ResponsibilitiesClient Success & Communication (Primary)

• Act as the main point of contact for clients after engagement
• Guide clients through onboarding, organizers, and document uploads
• Proactively check in with clients and follow up on missing items
• Ensure clients understand timelines, next steps, and expectations
• Maintain professional, clear, and reassuring communication via email, portal messages, and phone/video when needed
• Resolve or escalate client concerns quickly and professionally

Client Profile & Data Integrity

• Ensure all client profiles in TaxDome are complete, accurate, and up to date
• Review client submissions for completeness and clarity before prep
• Enter and verify data to reduce errors and rework for the tax team
• Flag inconsistencies, missing information, or potential issues early

Operations & Workflow Support (Secondary)

• Move clients through TaxDome pipelines (Onboarding → Prep → Review → Filed)
• Send engagement letters, organizers, reminders, and secure messages
• Schedule review calls and follow-ups as needed
• Coordinate with the tax preparer/EA/CPA to ensure smooth handoffs
• Support offboarding: return delivery, confirmations, invoices, and feedback requests
• Assist with improving workflows and automations inside TaxDome

Success Metrics (What "Great" Looks Like)

• Clients feel informed, supported, and confident
• Minimal back-and-forth due to missing information
• Clean, complete client profiles before prep begins
• On-time progression through workflows
• Positive client feedback and reduced friction for the tax team

Qualifications

Required

• Fluent English (C1 level or higher; written and spoken)
• Strong client communication and relationship management skills
• Highly organized with strong attention to detail
• Comfortable with CRMs and client portals (TaxDome or similar)
• Able to work independently in a remote environment
• Professional, reliable, and calm under pressure

Preferred

• Experience in client success, account management, or operations
• Background in tax, accounting, bookkeeping, or professional services
• Experience working with U.S.-based clients
• Experience improving workflows or automations

Why Join Pacific Crest

• Client-first culture (not volume-based prep)
• Clear systems and structured processes
• Remote, stable full-time role
• Direct exposure to tax operations and firm leadership
• Growth into Senior Client Success, Operations Lead, or Advisory Support roles

Job Type: Full-time

Pay: $14, $18,000.00 per month

Experience:

• Remote: 3 years (Required)

Language:

• English (Required)

Work Location: Remote