Tax Specialist – Tax Advisor – Fintech SaaS

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

📋 Description

• Successfully onboard new clients, including businesses and tax advisory firms, onto the Pennylane platform.

• Ensure that customers quickly realize the maximum potential of the solution.

• Act as the main point of contact for current customers.

• Establish trusted relationships with customers and identify opportunities for upselling.

• Guarantee that customers effectively utilize Pennylane to meet their business objectives.

• Carry out regular health checks and reviews to enhance customer satisfaction, retention, and minimize churn.

• Collaborate closely with the German Sales team and management.

• Streamline processes and provide input on product requirements.

• Play a role in Pennylane’s strategic expansion in Germany.

• Become a product authority in the German finance and accounting domain and share insights with customers.

⛳️ Requirements

• Completed vocational training as a tax clerk, tax specialist, or tax advisor, or possess a degree in finance.

• 1–3 years of professional experience in bookkeeping, accounting, tax, or a comparable customer-facing role in a tax advisory firm, or alternatively in the SaaS or fintech sectors.

• Comprehensive understanding of the needs of businesses and/or tax advisors concerning finance, invoicing, and accounting.

• Exceptional communication skills, empathy, and the ability to simplify complex topics.

• Proactive, solution-focused, and eager to help establish processes from the ground up.

• Willingness to travel for onboarding at the Paris headquarters and for regular customer visits within Germany, approximately once a month.

• Business-fluent German at C2 level or native proficiency in German.

• Proficient in English.

• Passion for a continually evolving work environment.

• Strong teamwork abilities.

• Adequate experience to prioritize daily tasks according to business priorities.

🏝️ Benefits

• 30 days of paid vacation provided by Pennylane.

• Equity participation.

• Budget for home office equipment.

• Monthly allowance for coworking space.

• Access to Busuu for improving your English or French skills.

• Latest Apple equipment provided.

• Regular company events, including Tech Days and an annual company retreat.

• Remote work from your residence in Germany.

• Possibility to work remotely from other locations in Europe, provided the time difference from Central European Time (CET) is no more than two hours.