Tax Product Specialist (Remote)

Filed • New York, NY

9d • $85,800 - $101,400 • Remote

About The Position

The Tax Product Specialist owns the transition from a firm signing with Filed to using the product successfully for real work. The role combines tax expertise, customer-facing product demonstrations, group onboarding, training, customer relationship management, and feedback to product and engineering. Specialists typically guide 5 to 10 firms through onboarding and remain their point of contact during the eight-week period that determines whether they succeed.

This is a high-paced, high-accountability role in a fully remote company. It involves frequent customer calls, difficult conversations, and helping tax professionals understand product behavior, including when users disagree with system outputs. The work is especially demanding during December and January, with firms needing to complete implementation before a February 1 freeze. The position does not involve signing returns or building a personal client book.

Filed describes its culture as high-performance, collaborative, customer-focused, and oriented toward ownership, momentum, and resolving problems. The company brings the whole team together for an offsite every four months.

Requirements

• Have prepared or reviewed real tax returns inside a tax firm; credentials are welcome but not required.
• Have substantial expertise in either individual returns (1040) or business returns (1065, 1120, 1120-S, 990, or 1041); expertise in both is a plus.
• Be comfortable presenting to customers, including demos, training, difficult conversations, and escalations.
• Have strong familiarity with at least some major tax platforms, such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem.
• Learn software quickly and be comfortable with product interfaces, new workflows, and integration discussions.
• Be comfortable working through uncertainty and making decisions with incomplete information.
• Be empathetic, curious, collaborative across product, engineering, and tax, and focused on users.
• Be detail-oriented and pragmatic, with sound 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.
• Strength in both individual and business tax returns.
• Tax credentials.

Responsibilities

• Run technical product demonstrations alongside sales for firms that need a tax professional involved.
• Onboard groups of 5 to 10 firms from kickoff until they are running real work through Filed.
• Own the customer relationship during the eight-week onboarding period and help firms succeed, with support from customer support.
• Deliver 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.
• Develop enough product expertise to be trusted by customers and identify output that would not pass a reviewer.
• Handle customer calls, escalations, and difficult conversations.

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.
• At least 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 as part of the compensation offers, with the opportunity to double equity by the end of the first year upon meeting goals.

What This Job Offers

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