TaxSolve Inc.

Our mission: Create a world where taxes suck less.

TaxSolve is on a mission to solve tax issues easily, transparently, and affordably. Our team of expert tax professionals — from tax attorneys to enrolled agents and preparers — handles even the most difficult tax situations with honesty, accountability, and straightforward communication. We’re a supportive team united by a shared purpose: doing taxes the right way and giving everyday people real peace of mind. If you’re passionate about meaningful tax work and committed to the highest standards of integrity and ethics, join us and help drive meaningful change.

Account Manager – Job Description (August 2026)

If you’re a people person who is excited by the opportunity to grow alongside a rapidly expanding company, read on.

Who We Are

TaxSolve is a startup founded by tax industry veterans who believe in making tax resolution services more transparent and client-focused. Our team of experienced attorneys, CPAs, and enrolled agents is committed to delivering comprehensive tax resolution support to clients nationwide.

As a growing company, we’re experiencing significant momentum and change. We’re looking for someone who is adaptable, service-minded, and excited to build a career with a company that values growth, teamwork, and exceptional client care.

Learn more about what we do at taxsolve.com/about.

Who You Are

You’re someone who enjoys learning, embraces new ideas, and takes pride in delivering outstanding service. You bring empathy, professionalism, and strong communication skills to every client interaction.

You are also:

• Warm, welcoming, and genuinely caring toward customers.
• Comfortable communicating with people from a variety of backgrounds and organizational levels.
• Highly organized, detail-oriented, and proactive.
• Able to manage multiple priorities and adjust to changing needs.
• Capable of thriving both independently and in a team setting.
• Able to thrive in a fast-paced environment.

What You’ll Do

As a member of the Tax Preparation team, Account Managers are among the primary points of contact for our clients. In this role, you will help clients feel informed, supported, and confident in our services throughout their experience with TaxSolve.

This role is primarily service-focused and centers on building strong client relationships through consistent communication, regular follow-up, and dependable support. You will serve as a bridge between clients and tax preparers, helping manage documentation, address concerns, and keep cases moving efficiently from start to finish.

Responsibilities

• Serve as the primary point of contact for clients, providing knowledgeable guidance and support on tax-related matters.
• Follow up with clients regularly to provide updates, collect needed information, and ensure they feel supported throughout the process.
• Assist clients with gathering documentation and information needed for accurate tax filing, and follow up on outstanding items.
• Respond to client questions, concerns, and issues promptly and professionally to ensure a positive customer experience.
• Maintain accurate, organized, and confidential client records in compliance with company standards.
• Collaborate closely with tax preparers to ensure cases are handled efficiently and effectively.
• Deliver exceptional customer service by phone, email, and text, creating an experience that is both personal and professional.
• Support clients throughout the lifecycle of their case, helping them stay informed and engaged.
• Perform other duties as assigned.

Qualifications

• At least 1 year of professional customer service, account management, or office experience required.
• Strong customer service and interpersonal skills.
• Strong sense of ownership and accountability.
• Ability to multitask effectively and prioritize a shifting workload.
• Strong organizational skills and attention to detail.
• Strong problem-solving skills and the ability to handle challenging situations with a positive attitude.
• Ability to work well independently and collaboratively.
• Ability to thrive in a fast-paced environment.
• Proficiency in Google Workspace and Slack.
• Basic financial literacy.
• High school diploma required.
• Bachelor’s degree strongly preferred.

Job Details

• Job Type: Full-time, Non-exempt
• Pay Range: Starting at $25.00 per hour
• Schedule: 8-hour shift
• Work Location: Remote

Benefits

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Paid sick leave
• On-the-job training
• Wellness program
• Educational reimbursement
• Bonus opportunities