What type of employment is offered for this Customer Success Representative (Tax and Accounting) role?

Full-time or part-time position

What is the expected salary for this Customer Success Representative (Tax and Accounting) job?

Compensation will be discussed during the hiring process.

Customer Success Representative (Tax and Accounting) at Jobgether

Customer Success Representative (Tax and Accounting)

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Customer Success Representative (Tax and Accounting) in India.

This role offers a unique opportunity to combine deep tax and accounting expertise with technology enablement, helping finance teams adopt and optimize advanced automation solutions. You will serve as a trusted advisor to clients, translating complex workflows into scalable processes, providing training and support, and driving adoption of innovative tools. By collaborating closely with customer teams and internal product and engineering groups, you will influence both client success and product evolution. This position allows you to make a tangible impact on clients’ operational efficiency while working in a fully remote environment with high autonomy and cross-functional exposure.

Accountabilities:

Partner with customer finance and tax teams to implement and optimize technology solutions
Lead onboarding, training, and enablement initiatives to ensure successful platform adoption
Translate complex tax and accounting workflows into scalable automated processes
Advise clients on workflow automation, data governance, and process standardization
Act as a subject matter expert in tax, accounting operations, and related technology
Collaborate with product and engineering teams to provide client feedback for platform improvements
Identify opportunities for expansion within existing client accounts

Requirements:

4–6 years of experience in tax, accounting, or finance consulting
Background with Tier 1 or Tier 2 firms (e.g., Deloitte, PwC, KPMG, EY, BDO, RSM, Grant Thornton, Baker Tilly, Crowe, Mazars)
Experience in tax technology, finance transformation, or process automation
Hands-on experience with tools like Alteryx (preferred), Excel automation, SQL, or similar platforms
Strong understanding of tax and accounting workflows including compliance, provision, reporting, and advisory
Experience training or enabling teams on technology solutions
Familiarity with workflow automation platforms
Excellent communication, stakeholder management, and problem-solving skills

Benefits:

Fully remote work from India
Exposure to advanced finance and tax automation technology
Opportunity to work closely with finance teams, product, and engineering groups
Career growth through cross-functional collaboration and skill development
Dynamic, innovative, and supportive work environment

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Customer Success Representative (Tax and Accounting) at Jobgether – India

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