Tax Technology Specialist

Overview

This role involves working closely with accounting firms during onboarding and customer calls to ensure they transition from signed to genuinely operational with the organization’s tax technology.

Expect a high-paced, high-tempo environment with strong accountability and frequent direct interaction with professional users. The work is time-sensitive around seasonal tax periods, with December and January described as especially demanding.

Responsibilities

• Deliver technical demos on customer calls, explaining what the product does and how it addresses the customer’s real tax workflow.
• Onboard groups of 5 to 10 firms at a time, from kickoff through the point where the firm is running real work using the product without the specialist present.
• Own the 8-week onboarding relationship where firm success or churn is determined.
• Provide a feedback loop back into product, ensuring friction observed with firms is addressed rather than repeated.
• Run the technical demo alongside sales for firms that need a tax professional in the room.
• Serve as the point person for onboarding firms until they are “genuinely winning,” supported by customer support.
• Teach and support training efforts including webinars and training sessions, plus ongoing enablement work.
• Translate between firms and engineering so insights from calls and outcomes inform what gets built.
• Maintain product expertise sufficient to be trusted on it, including catching output that would not pass a reviewer.

Requirements

• Prepared or reviewed real returns inside a real firm; credentials are welcome but not required.
• Demonstrated strength in tax preparation for at least one of the following:
  • Individual returns (1040)
  • Business returns (1065, 1120, 1120-S, 990, 1041)
  • Strength in both is a plus, but one is enough.
• Comfortable delivering demos and training in front of customers.
• Experience working with major tax platforms; confidence in at least a few is required, such as:
  • CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem
• Ability to learn new software quickly, including workflows and integrations.
• Bonus: experience through SurePrep, GruntWorx, or AutoFlow implementations, or rolling out new software across a firm.

Preferred Qualifications (Soft Skills)

• Comfortable working with incomplete data and making calls with imperfect information.
• Empathetic and curious—focused on building for the user, not only producing technically correct answers.
• Highly collaborative across product, engineering, and tax.
• Detail-oriented but pragmatic—knows when precision matters and when to move.
• Takes ownership of work and welcomes accountability.

Compensation & Benefits

Pay (Level 3)

Salary and equity bandings are:

• Most Equity: $100,100 per year + $130,027 of equity
• Great Equity: $109,200 per year + $86,684 of equity
• Good Equity: $118,300 per year + $43,342 of equity

Performance reviews occur every four months. Meeting goals may result in doubling equity by the end of the first year.

Applicants may be assessed at a different level; if the team determines responsibility aligns differently, the offer will be adjusted accordingly.

Benefits

• Platinum-level medical insurance, fully covered for you, with 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
• Latest computers plus a budget for a home office setup
• Company-wide offsites every four months

Location

Compensation varies by location for the purpose of offer structure; the exact location is not specified in the posting.

Hiring Process

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

Additional Notes

• The schedule is described as non-negotiable for onboarding firms; firms will not change their stack mid-season.
• Output deadlines are tied to a February 1 freeze; missed windows require waiting a year.
• The role includes frequent calls throughout the day and onboarding ownership for 8 weeks per firm group.