Tax Product Specialist (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 for this role instead.

The organization is hiring a Tax Product Specialist. This position involves delivering technical product education, running demos, and owning onboarding outcomes for tax firms using the product.

Responsibilities

• Deliver a technical demo on customer calls, explaining what the product does and why it solves the customer’s problem.
• Lead group onboarding for 5 to 10 firms at a time, from kickoff through the point where each firm is running real work through the product.
• Own the relationship during the 8-week period that determines whether a firm succeeds or churns.
• Manage a feedback loop back into product by capturing friction customers experience and ensuring it gets fixed rather than repeated.
• Run technical demos alongside sales for firms that need a tax professional in the room.
• Serve as the primary point of contact for onboarding, supported by customer support.
• Teach customers through webinars, training sessions, and ongoing enablement work.
• Translate between customer feedback and engineering needs so what you hear on calls turns into what gets built.
• Maintain deep product knowledge and help ensure outputs would pass a reviewer (including catching issues that would not pass).

Requirements

• Experience preparing or reviewing real returns inside a real firm (credentials welcome but not required).
• Strong capability in either individual returns (1040) or business returns (1065, 1120, 1120-S, 990, 1041). Either option is sufficient; strength in both is a plus.
• Ability to confidently present to customers (including demos, training, difficult conversations, and escalations).
• High confidence using tax platforms, including at least one of: CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem. Expertise across all platforms is not required.
• Ability to learn software quickly, including new workflows and integration conversations.
• Bonus (preferred): experience through SurePrep, GruntWorx, or AutoFlow implementations, or rolling new software out across a firm.

Preferred Qualifications (Soft Skills)

• Comfortable working with incomplete data and making calls when not everything is known.
• Empathetic and curious—focused on building for the user, not only producing technically correct answers.
• Highly collaborative across product, engineering, and tax.
• Detail-oriented with practical judgment about when precision matters.
• Strong ownership mindset and willingness to take accountability.

Compensation & Benefits

Salary and equity

This role is assessed at Level 3. Salary and equity bands are:

• 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 occur every four months. If goals are met, equity can be doubled by the end of the first year.

If the team determines the level of responsibility differs, the offer may be adjusted accordingly.

Benefits

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

Location

• Fully remote
• Open to candidates based anywhere in the United States outside New York

Hiring Process

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