TaxGPT is an AI operating system for tax, accounting, and advisory firms, automating tax preparation, research, document analysis, memos, and client management to boost productivity up to 10x.

TaxGPT

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account-executive

TaxGPT is an AI-powered tax platform that provides citation-backed answers to complex tax questions, autonomous tax preparation, proactive year‑round tax planning, and agent-based automation for tax and accounting firms, businesses, and individuals. The product suite includes an AI tax co‑pilot, source-backed tax research and memos, document analysis, client and workflow management, a state-by-state Tax Matrix, and integrations to sit inside existing software. TaxGPT positions itself as a secure SaaS solution for tax professionals and businesses aiming to automate research, preparation, and advisory workflows.

• Sell TaxGPT to accounting firms, tax departments, and financial services teams
• Own the full sales cycle from outbound prospecting through trial activation and close
• Design and execute sales strategies for tax firm procurement, CFO-led buying processes, and finance workflows
• Drive firm-wide adoption and expansion across research, review, and tax workflows
• Navigate stakeholders including firm partners, CFOs, tax leads, operations teams, IT stakeholders, and procurement leaders
• Deliver consultative demos connecting TaxGPT to measurable ROI
• Collaborate with go-to-market, product, and customer success teams to influence roadmap priorities
• Share field insights about adoption blockers, customer needs, and product value
• Refine and scale the sales playbook through scripts, objection handling, and usage-based selling strategies
• Complete the sales assignment and virtual/CRO interview process

Account Executive, TaxGPT

Account Executive selling TaxGPT’s AI tax intelligence platform to accounting firms and finance teams. Owning consultative SaaS sales cycles from outbound prospecting through close.

TaxGPT

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Account Executive, TaxGPT

TaxGPT