Member of Accounting Staff

Filed • New York, NY

4d • $100,100 - $118,300

About The Position

Filed is hiring a Member of Accounting Staff to help accounting firms adopt and succeed with its AI tax preparation product. The role owns the transition from a firm signing up to using Filed successfully, including technical demonstrations, group onboarding, customer training, and ongoing relationships during the eight weeks that determine whether firms succeed. The position also translates customer feedback into product improvements and helps ensure the product’s tax outputs meet professional review standards.

This is a fast-paced, high-accountability customer-facing role. The employee works with 5 to 10 firms at a time, often through a demanding December–January period, and collaborates with sales, product, engineering, and customer support. Filed describes its culture as high-performance, customer-focused, collaborative, and oriented toward ownership, momentum, and resolving problems promptly.

The role is assessed at Level 3. The listed annual salary and equity packages are $100,100 plus $130,027 in equity, $109,200 plus $86,684 in equity, or $118,300 plus $43,342 in equity. Offers depend on location and the level assigned. Performance reviews occur every four months, and meeting goals may result in equity doubling by the end of the first year.

Requirements

• Have prepared or reviewed actual tax returns within a professional firm; credentials are welcome but not required.
• Have strong expertise in either individual returns (1040) or business returns (1065, 1120, 1120-S, 990, or 1041); expertise in both is a plus.
• Be comfortable with customers, including demonstrations, training, difficult conversations, and escalations.
• Have a high degree of confidence using at least a few major tax platforms, such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem.
• Learn software quickly, including new product interfaces, workflows, and integrations.
• Be comfortable making decisions with incomplete information and handling uncertainty.
• Be empathetic and curious, with a focus on building for users.
• Collaborate effectively across product, engineering, and tax.
• Be detail-oriented and pragmatic, knowing when precision matters and when to move forward.
• Take ownership of work and welcome accountability.

Nice To Haves

• Experience with both individual and business tax returns.
• Experience implementing SurePrep, GruntWorx, or AutoFlow, or rolling out new software across an accounting firm.
• Tax credentials.

Responsibilities

• Run technical demonstrations with sales for firms that need a tax professional involved.
• Onboard groups of firms and serve as their point person until they are successfully using Filed for real work.
• Manage customer relationships through the eight-week onboarding period that determines whether firms succeed or churn.
• Provide webinars, training sessions, and ongoing instruction to help firms use Filed effectively.
• Translate customer feedback and friction into actionable input for product and engineering teams.
• Build sufficient product expertise to earn customers’ trust and identify tax output that would not pass professional review.
• Work collaboratively with customer support, sales, product, and engineering to resolve customer issues and improve the product.

Benefits

• Platinum-level medical insurance fully covered for the employee, with 100% dependent coverage.
• 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 a current computer and a budget for home-office setup.
• Company-wide offsites every four months.
• Equity, with the possibility of doubling equity by the end of the first year when goals are met.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed