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
- 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

📌 Tax Client Success Manager (México)
🏢 Pacific Crest Tax Advisors
📍 México