Member of Accounting Staff (Remote)

Overview

This role is fully remote and open to candidates based anywhere in the United States outside New York. If you are based in New York, apply to the New York posting of this role instead.

This position involves high-tempo, customer-facing onboarding and technical enablement for accounting firms, including leading live demos, running group onboarding, and translating customer needs into product improvements.

Responsibilities

• Run technical demos on customer calls alongside sales, demonstrating how the product works and why it solves customers’ needs
• Lead group onboarding for 5 to 10 firms at a time, from kickoff through the point where firms are running real work
• Serve as the point person throughout an 8-week onboarding period during which firm success is determined
• Provide ongoing training through webinars and training sessions
• Own the relationship during onboarding so firms are genuinely successful and continue after onboarding
• Capture customer friction and feed it back into product so issues are fixed rather than repeated
• Translate between customer needs discussed on calls and what gets built by engineering
• Build sufficient product knowledge to be trusted on it, including identifying output that would not pass a reviewer

What You’ll Own

• The moment a firm goes from signed to genuinely working, including:
  • Technical demos on customer calls
  • Group onboarding (5 to 10 firms at a time)
  • The 8-week onboarding relationship that determines firm outcomes
  • A feedback loop into product based on friction observed during onboarding

Requirements

• Experience preparing or reviewing real returns inside a real firm (credentials welcome but not required)
• Strength in tax returns sufficient that a partner takes you seriously in the first five minutes
  • Strength in either:
    • individual returns (1040), or
    • business returns (1065, 1120, 1120-S, 990, 1041)
  • Strength in both is a plus
• Comfort being in front of customers, including demos, training, difficult conversations, and escalations
• High confidence across major tax platforms (examples include CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem)
• Ability to pick up software quickly (new workflows, integrations, and product surfaces)

Preferred Qualifications

• Experience going through an implementation such as SurePrep, GruntWorx, or AutoFlow
• Experience rolling new software out across a firm

Compensation & Benefits

Level and equity/salary bands

This role is assessed at Level 3.

• Most Equity: $85,800 per year + $130,027 of equity

• Great Equity: $93,600 per year + $86,684 of equity

• Good Equity: $101,400 per year + $43,342 of equity

• Performance reviews are run every four months.

• If goals are met, you can expect to double your equity by the end of your first year.

• Some applicants may be assessed at a different level; if the team determines responsibility differs, the offer will be adjusted accordingly.

Benefits

• Platinum-level medical insurance, fully covered for you, with 100% coverage for your dependents as well
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid maternity and paternity leave
• Minimum of 30 days of paid holiday every year
• Choice of the latest and greatest computers, plus a budget for your home office setup
• Company-wide offsites every four months

Location

• Fully remote
• United States (outside New York). If you are based in New York, apply to the New York posting of this role instead.

Hiring Process

• Quick intro call (30 minutes)
• Product walkthrough and async exercise (60 minutes)
• Final round with the team (60 minutes)