--- title: 'Customer Success Manager at Neo.Tax' canonical: 'https://feeny.ai/job/customer-success-manager-neo-tax-remote-ch8akmtw9w62' type: 'job' last_seen: '2026-11-05' --- # Customer Success Manager at Neo.Tax - **Company:** Neo.Tax - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-10-23 - **Last confirmed live:** 2026-11-05 - **Apply:** https://jobs.ashbyhq.com/neo-tax/1dc65453-3488-4d9e-9127-844a03e2327f ## Job description About [Neo.Tax](http://Neo.Tax) [Neo.Tax](http://Neo.Tax) is an AI-driven platform that automates the R&D tax credit and software capitalization for modern software companies. We connect directly to the tools engineering teams already use, like Jira and GitHub. We analyze signals such as epics, changelogs, comments and team structure to produce rigorous, audit-ready R&D studies, without the manual interviews of the traditional process. This keeps tax provisions closely aligned with actual results, minimizing return-to-provision (RTP) true-ups and reducing uncertain-tax-position (FIN 48) exposure. We also automate software capitalization under ASC 350-40 from end to end. We identify projects, evaluate whether they can be capitalized, and determine capitalization milestones, so finance teams can close faster with confidence. ## The Role We’re hiring a Customer Success Manager to own the post-sale relationship with a portfolio of customers, from kickoff through renewal. You’ll be the main point of contact for finance, tax and engineering stakeholders. You’ll turn their data into accurate R&D studies and capitalization schedules, and make sure they see the value every cycle. ## What you’ll do - Lead customer onboarding: connect Jira and GitHub, collect payroll and cost data, and set the timeline for each customer’s first study or close cycle - Run the ongoing rhythm with each account, such as monthly capitalization updates, data refreshes, and annual R&D study and filing deadlines - Be the go-to contact for questions; troubleshoot data and integration issues alongside our tax, engineering and solutions teams - Explain results clearly to CFOs, controllers, tax directors and outside CPAs - Track account health and usage, and spot risks early - Own renewals and find expansion opportunities, such as adding software capitalization for an R&D credit customer - Bring customer feedback to the product team, and build the playbooks and documentation that help us scale ## What we’re looking for - 5+ years in customer success, account management or implementation at a B2B SaaS company, ideally selling to finance or accounting teams - Comfort with data: you’re at home in spreadsheets, can reconcile messy payroll or cost files, and don’t flinch at an API integration - Clear written and spoken communication, including turning technical or tax concepts into plain language for executives - A track record of managing several accounts and deadlines at once without dropping details - Ownership: you treat retention and renewals as your number - Familiarity with the US R&D tax credit (IRC §41), ASC 350-40, or public accounting is a strong plus - Bachelor’s degree in business, finance, accounting or a related field, or equivalent experience Why [Neo.Tax](http://Neo.Tax) You’ll join a small team early and shape how we do customer success, with direct access to leadership and the product team, and real influence over how we grow. Note: This role requires you to live in and work from the US or Canada. Extended remote work from outside these countries isn’t supported, due to payroll, tax and data-security requirements. ## About Neo.Tax ## Company Overview - **One-liner**: Neo.Tax builds an AI engine for enterprise tax, starting with automating the R&D tax credit and software capitalization (ASC 350-40) process. - **Entity Type**: Private (Series A-II) - **Headquarters**: Mountain View, California, United States - **Founded**: 2019 - **Founders**: Firas Abuzaid (CEO), Ibrahim Hashmi (CTO) ## Core Business - Primary industry/industries: Tax Compliance Software, Fintech, AI - Target customers: Enterprise and SMB tax and accounting teams, CFOs - Mission or purpose statement: Built around the idea of making tax a strategic advantage by automating complex, friction-filled tax processes with AI. ## Products & Services - **[R&D Tax Credit (Automation)]**: The company’s core product uses six proprietary AI agents (Project Creator, IRS Qualification Quantifier, QRE Calculator, Project Narrative, QRE Defender) to ingest messy data from Jira, GitHub, payroll, ledgers, and org structure. It outputs audit-ready deliverables for the R&D Tax Credit, Software Capitalization (ASC 350-40), and R&D Cap (§174). - **Type**: SaaS (AI-Powered) ## Market Standing - **Valuation/Market Cap**: Not publicly available (Latest known funding was a Series A-II). - **Total Funding**: $25M (across multiple rounds, including a $10M Series A in February 2022 and a subsequent Series A-II). - **Annual Revenue**: Approximately $1.0M (per LinkedIn estimates). - **Key Metric**: Recent $10M+ Series A-II funding round; 23 employees; SOC 2 Type II certified. - **Notable Investors/Partners**: Lux Capital, Floodgate, Uncork Capital, Fin Capital, Infinity Ventures (and 11+ others). Partners include Mercury. - **Growth Signals**: The company is a product of Y Combinator (S20 batch) and has successfully navigated enterprise procurement with its security posture. It has demonstrated consistent, if modest, headcount growth and positive LinkedIn follower growth (+31% yearly). ## Competitive Advantages - **Deep Domain + AI Moat**: The founders combine deep tax expertise with AI and data science. The CTO (Ibrahim Hashmi) has a Stanford PhD in AI, and the CEO (Firas Abuzaid) is a former Intuit QuickBooks product manager. - **Enterprise Security Posture**: SOC 2 Type II, single-tenant or BYOC (Bring Your Own Cloud) deployments, closed-off LLMs, AES-256 encryption, RBAC, and annual penetration testing. They market themselves as "the only AI in tax that has actually been through enterprise procurement." - **Real-Time, Audit-Ready Data**: Instead of manual surveys and interviews, their AI agents run continuously over engineering signals, producing contemporaneous documentation. ## Strategic Focus - **Expand Beyond R&D Credit**: The company aims to expand from R&D tax credit and software cap into “everywhere CFOs feel the friction” in the tax and compliance space. - **Deepening Enterprise Play**: Continued investment in security and compliance features (SOC 2, single-tenant) to win more enterprise customers. - **Product-Led Growth**: The R&D Credit product is designed to show value quickly ("a 30-minute walkthrough on your own data"). ## Why Work Here - **Mission & Impact**: The company is solving a "miserable" but massive problem. The team values "mastery" of the domain and "simplifying the complex." They believe ancient problems get solved when design, tax, and data science converge. - **Culture & Values**: - *Automation by mastery*: Truly automating a function requires deep domain understanding. - *Simplify the complex*: Abstract away decades of opacity and lobby-driven complexity. - *Trust via transparency*: Security and privacy are paramount. - *Customers first, always*: Design every system to reward customers for time and money saved. - **Team & Growth**: Small team (23 employees, ~24% technical) with high leverage. You will likely have a large scope of ownership. Current openings include roles in engineering, tax operations, and product design. - **Work Policy**: Not explicitly stated on the careers page or site, but the team appears to be US-based (Mountain View HQ). Given the technical and enterprise nature, the environment is likely hybrid or in-person for core team members. ## Sources 1. [Neo.Tax About Us](https://www.neo.tax/about-us) 2. [Neo.Tax Homepage](https://www.neo.tax/) 3. [Neo.Tax Jobs](https://jobs.ashbyhq.com/neo-tax) 4. [CB Insights Neo.Tax Profile](https://www.cbinsights.com/company/neotax) 5. 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