Client Success Manager for Tax Maverick

About the Company

DAP Brands is home to some of the fastest-growing education, software, and advisory programs in the tax and accounting industry, including the Tax Advisor Accelerator Program (TAAP) and Tax Maverick, our flagship tax planning software.

Since 2023, we’ve helped CPAs, accountants, tax firms, and bookkeeping firms scale their businesses by equipping them with elite tax planning tools, business advisory systems, and world-class support.

We are a team of 62 high performers, united around one mission:

To elevate the tax industry by helping professionals operate as true advisors, not just preparers. We want to serve 5000 advisors actively by 2028.

Tax Maverick – Software Division

Tax Maverick was built by practitioners who lived the high-volume grind and cracked the advisory code. Unlike traditional filing or practice management tools, Tax Maverick is engineered for deep strategy delivery, offering:

• Assessment-first workflows
• Automated tax-savings modeling
• Engagement & proposal automation
• Practice-level tracking and reporting

Today, 1,001+ firms rely on Tax Maverick to uncover over $391,974,637 in client tax savings.

TAAP – Advisory Program Division The Tax Advisor Accelerator Program helps firms build, scale, and operationalize advisory services through coaching, frameworks, and implementation support. We help firms increase revenue, strengthen client relationships, and deliver better outcomes.

Our Impact

• $8.8M+ cash collected in TAAP + Tax Maverick since 2023
• Over $15M collected across all DAP brands in the last three years
• Our community has generated $313,025,404+ in documented client tax savings
• Currently pacing at $18M/year
• Tracking toward $100M in annual revenue by 2028

We are not building a team to maintain. We are building a team to scale.

Where You’ll Work — Client Success Department

The Client Success Department is the core of our customer experience across TAAP and Tax Maverick. Our CSMs play a critical role in helping firms get results, adopt best-in-class systems, and grow their advisory revenue.

This is not a simple support role; it is a relationship-driven, strategy-focused, high-ownership role responsible for:

• Onboarding new firms
• Guiding clients through the TAAP frameworks
• Helping firms implement Tax Maverick effectively
• Providing accountability, coaching, and strategic direction
• Hosting calls, check-ins, and success reviews
• Managing retention, renewals, and ascensions
• Identifying risks, removing roadblocks, and driving outcomes
• Supporting clients through challenges, strategy, and execution

You will directly influence client results, community culture, and company revenue. This is a role for someone who thrives in growth, structure, communication, and high performance.

Why Join Us At DAP Brands, you will not just do work; you’ll do the most meaningful work of your career. You’ll be surrounded by high performers, challenged to grow, and supported with real coaching and ownership.

If you want to contribute to a fast-moving, mission-driven company transforming the tax advisory world, you’re in the right place.

Apply ONLY here, and put "MAVERICK" before your name: ----------