Tax Assistant – Fintech SaaS

This is a fully remote position, open to applicants in Germany.

📋 Description

• You will take complete responsibility for onboarding new clients, including both companies and tax firms, onto the Pennylane platform.

• As the primary point of contact, you will manage ongoing relationships with our existing customers.

• You will conduct regular health checks and reviews to enhance customer satisfaction and retention while proactively helping to prevent churn.

• Collaborating closely with the German Sales team and management, you will engage in internal projects to streamline processes and contribute to Pennylane’s strategic growth in Germany.

• You will become a product expert in the finance and accounting landscape of Germany and share your expertise with our clients.

⛳️ Requirements

• A completed vocational training as a Tax Clerk, Tax Specialist, or a qualification as a Tax Advisor, or a degree in Finance is required.

• You should have 1–3 years of professional experience in bookkeeping, accounting, tax, or a comparable client-facing role within a firm, or experience in the SaaS or Fintech sector.

• A strong grasp of the needs of businesses and/or tax advisors concerning finance, invoicing, and accounting is essential.

• Excellent communication skills, empathy, and the ability to articulate complex topics clearly are necessary.

• A hands-on mentality is required: proactive, solution-oriented, and eager to help shape processes from the ground up.

• Willingness to travel for onboarding at our Paris headquarters and for regular client visits across Germany (approximately once a month) is expected.

• Proficiency in German at a native level or C2, alongside fluent English, is crucial.

🏝️ Benefits

• You can work remotely from your home within Germany.

• Regular work from other locations in Europe is permitted, provided the time difference to CET does not exceed two hours.

• Regardless of your location, you will receive 30 paid vacation days from Pennylane.

• We offer a competitive compensation package.

• You will receive company equity to share in the success you help create with us.

• A budget is provided to enhance your home office setup, along with a monthly allowance for coworking space whenever desired.

• You will have access to a Berlin office for regular use.

• Access to Busuu is available to help you improve your English or French skills.

• We provide the latest Apple equipment for your work.

• You will have opportunities to participate in regular company events such as Tech Days and our annual company seminar.