Tax Product Specialist

Filed • New York, NY

3d • $100,100 - $118,300

About The Position

Filed is hiring a Tax Product Specialist to take firms from signing up to successfully using Filed in their work. The role combines tax expertise, customer-facing product demonstrations, group onboarding, training, relationship management, and feedback to product and engineering teams. Specialists typically support 5 to 10 firms at a time through onboarding and remain their point of contact during the eight-week period that determines whether they succeed.

The work is fast-paced, especially in December and January, with firms expected to complete implementation before the February 1 freeze. The specialist explains product behavior to tax professionals, including when they disagree with system output, and helps manage expectations about probabilistic systems. The position does not involve signing returns or building a personal client book. Filed describes the team as high-performance, collaborative, accountable, and focused on customer experience. The role is assessed at Level 3, with three stated salary-and-equity offers that vary by location and equity selection.

Requirements

• Have prepared or reviewed real tax returns inside a real 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 in customer-facing situations, 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, and build for users as well as technical correctness.
• Collaborate across product, engineering, and tax teams.
• Be detail-oriented and pragmatic, with judgment about when precision matters and when to move forward.
• Take ownership of work and welcome accountability.

Nice To Haves

• Experience with a SurePrep, GruntWorx, or AutoFlow implementation.
• Experience rolling out new software across a firm.
• Expertise in both individual and business tax returns.

Responsibilities

• Run technical product demonstrations alongside sales for firms that need a tax professional involved.
• Onboard groups of firms, typically 5 to 10 at a time, from kickoff until they are running real work through Filed.
• Own firm relationships during the eight-week onboarding period and help firms succeed, with customer support as backup.
• Deliver webinars and training sessions and help firms become proficient with Filed.
• Translate customer feedback and friction into actionable input for product and engineering teams.
• Know the product well enough to earn customer trust and identify output that would not pass a reviewer.
• Explain product behavior and system output to tax professionals, including in difficult conversations and escalations.

Benefits

• Platinum-level medical insurance fully covered for the employee, with 100% coverage for 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 computers and a budget for home-office setup.
• Company-wide offsites every four months.
• Equity as part of the stated compensation offers; the company says employees who meet their goals can expect to double their equity by the end of their first year.

What This Job Offers

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