Tax Specialist – Tax Advisor – Fintech SaaS

🔥 3 minutes ago

🇩🇪 Germany – Remote

💵 €41k - €75k / year

⏰ Full Time

🟢 Junior

💰 Tax

👻 Ghost score 0%

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Pennylane

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

☁️ SaaS

💳 Fintech

🤝 B2B

SaaS • Fintech • B2B

Pennylane is a French software platform that unifies a company's financial operations, accounting, invoicing, and a business bank account with cards. It offers a full-suite SaaS product including electronic invoicing (platform agréée), expense and purchase management, treasury and cashflow monitoring in real time, automated bookkeeping integrations, collaborative workflows with external accountants, and one-click supplier payments. Pennylane targets independents, small and mid-sized businesses and accounting firms (claims over 1,000,000 users) and emphasizes integrations with tools like Qonto, Stripe and PayFit while positioning itself as a compliance-ready, all-in-one finance and accounting solution for businesses.

📋 Description

• Fully onboard new customers, including businesses and tax advisory firms, onto the Pennylane platform • Ensure customers quickly derive maximum value from the solution • Serve as the primary point of contact for existing customers • Build trusted customer relationships and identify upselling opportunities • Ensure customers use Pennylane effectively to achieve their business goals • Conduct regular health checks and reviews to maximize customer satisfaction and retention and prevent churn • Work closely with the German Sales team and management • Optimize processes and provide feedback on product requirements • Contribute to Pennylane’s strategic growth in Germany • Become a product expert in the German finance and accounting landscape and share knowledge with customers

🎯 Requirements

• Completed vocational training as a tax clerk, tax specialist, or tax advisor, or a degree in finance • 1–3 years of professional experience in bookkeeping, accounting, tax, or a similar customer-facing role within a tax advisory firm, or alternatively in the SaaS or fintech sector • In-depth understanding of the needs of businesses and/or tax advisors regarding finance, invoicing, and accounting • Excellent communication skills, empathy, and the ability to explain complex topics simply • Proactive, solution-oriented, and willing to help shape processes from the ground up • Willingness to travel for onboarding at the Paris headquarters and regular customer visits within Germany, approximately once a month • Business-fluent German at C2 level or native German proficiency • Fluent English • Enthusiasm for a constantly evolving work environment • Strong collaborative skills • Sufficient experience to prioritize daily tasks in line with business priorities

🏖️ Benefits

• 30 days of paid vacation provided by Pennylane • Equity participation • Home office equipment budget • Monthly coworking space allowance • Access to Busuu to improve your English or French • Latest Apple equipment • Regular company events, including Tech Days and an annual company retreat • Remote work from your place of residence in Germany • Regular work from elsewhere in Europe is possible, provided the time difference from Central European Time (CET) is no more than two hours