Tax Technology Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct technical demonstrations alongside the sales team for firms that require a tax professional present.

• Onboard firms in groups of 5 to 10, remaining their primary contact until they achieve genuine success.

• Oversee the firm relationship throughout the eight-week onboarding process.

• Present webinars and training sessions.

• Relay customer feedback between firms and the engineering team to guide product development.

• Possess in-depth knowledge of the product to be trusted, including the ability to identify outputs that would not pass a review.

• Guide firms through the onboarding process, ensuring their success before the February 1 deadline.

• Provide support for Filed's AI tax preparation product utilized by accounting firms.

⛳️ Requirements

• Experience in preparing or reviewing actual returns within a real firm environment.

• Credentials are appreciated but not mandatory.

• Strong expertise in either individual returns (1040) or business returns (1065, 1120, 1120-S, 990, 1041).

• Comfortable engaging with customers, including handling demos, training sessions, challenging discussions, and escalations.

• High level of confidence in key tax platforms like CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem.

• Quick learner when it comes to software.

• Bonus: experience with SurePrep, GruntWorx, or AutoFlow implementation, or rolling out new software across a firm.

• Comfortable making calls with incomplete information.

• Empathetic and inquisitive, focused on building for the user.

• Highly collaborative across product, engineering, and tax teams.

• Detail-oriented yet pragmatic.

• Takes ownership of work and embraces accountability.

🏝️ Benefits

• Platinum-level medical insurance fully covered for you, including 100% coverage for your dependents.

• Dental insurance.

• Vision insurance.

• 401(k) retirement plan.

• Paid maternity and paternity leave.

• A minimum of 30 days of paid holiday each year.

• Choice of the latest and greatest computers.

• Budget allocated for home office setup.

• Company-wide offsites every four months.

• Equity options/banding.

• Performance reviews every four months with the potential to double equity by the end of the first year.