
11 - 50 employees
Founded 2019
🤖 Artificial Intelligence
☁️ SaaS
🏢 Enterprise
💰 Series A - Neo.Tax on 2023-07
Artificial Intelligence • SaaS • Enterprise
Neo. Tax is an AI-driven enterprise software company that automates R&D tax credit identification, calculation, and documentation and handles ASC 350-40 software capitalization. Neo. Tax ingests engineering and finance signals (Jira, GitHub, payroll, ledgers, tickets, org charts, etc. ), runs agentic AI models trained on IRS codes, regs and case law to qualify projects, quantify QREs, generate audit-ready studies and supporting documentation, and deliver real-time credit calculations. The product is delivered as a secure, SOC 2 Type II-capable SaaS with single-tenant and customer-hosted options and is targeted at large enterprise tax teams, CFOs, and auditors to reduce interviews, external advisor costs, and audit risk.
Selected: 🇨🇦 Canada – Remote.
Selected: 🆕 Date Added.
🕒 2 days ago
Customer Success Manager guiding finance, tax, and engineering customers through Neo.Tax’s automated R&D tax credit and software capitalization workflows. Owning onboarding, adoption, renewals, and expansion.
🌐 United States, Canada – Remote
💰 Series A - Neo.Tax on 2023-07
⏰ Full Time
🟡 Mid-level
🟠 Senior
🏆 Customer Success
👻 Ghost score 14%