Tax Office Software Support & Customer Success Specialist

Quick Facts

• Role: Tax Office Software Support & Customer Success Specialist

• Focus: Customer-facing software support and guidance for tax practices

• Key themes: Digitization, process optimization, trainings/workshops, and AI-enabled working methods

Description

You will be the first point of contact for customers’ technical, organizational, and software application questions about Kanzlei.Suite. The role includes analyzing and resolving inbound customer requests, advising tax firms on processes and best practices, and supporting firms in digital transformation and workflow optimization—including AI-supported working approaches.

Responsibilities

• Serve as the first point of contact for professional, organizational, and application-related questions about Kanzlei.Suite

• Analyze and handle incoming customer inquiries and provide practical solutions

• Advise tax practices on processes, best practices, and optimal use of the software

• Conduct trainings, onboarding sessions, and workshops for new and existing customers

• Support tax practices in digitizing and optimizing their work processes

• Collaborate closely with Consulting, Customer Success, Product Management, and Sales

• Document knowledge, guides, and solution approaches and continuously improve them

• Incorporate customer feedback to improve products and services

• Support customers in using new technologies and AI-assisted work methods

Requirements

• Experience in a tax practice (e.g., Tax Clerk, Tax Specialist, practice manager, team lead office organization) or comparable role

• Solid understanding of modern tax firm operations and daily challenges for partners and staff

• Experience with DATEV, ideally DATEV EO comfort or other practice organization solutions

• Strong enthusiasm for digitization, process optimization, and modern ways of working

• Enjoy working with people, sharing knowledge, and supporting others

• Ability to communicate professional and organizational topics clearly and provide practical solutions

• Structured, independent working style and ability to keep an overview across many concurrent topics

• Curiosity for new technologies and openness toward AI and digital innovations

• Very good German language skills (written and spoken)

Benefits

• Flexible working time arrangements

• Up to 32 days of vacation

• Corporate benefits

• Tax-free in-kind benefits

• Mobility allowance

• Partial remote work (home office)

• Modern, air-conditioned office spaces with height-adjustable desks

• Option for company car, bike leasing, or company pension plan

• Company events and activities

• Free drinks, coffee, fruit, chocolate, ice cream, and massages