Tax Technology Specialist

Filed • New York, NY

3d • $100,100 - $118,300

About The Position

As a Tax Technology Specialist at Filed, you own the transition from a firm signing up to genuinely working with Filed. You run technical demos alongside sales, onboard groups of 5 to 10 firms, and remain each firm’s point person through the eight-week period that determines whether it succeeds. You teach firms through webinars and training, support their ongoing adoption, and relay user feedback to product and engineering so recurring friction can be addressed. You must know the product well enough to earn users’ trust, including identifying output that would not pass a tax reviewer. The role involves frequent customer calls, demanding conversations, and a fast-paced seasonal calendar, with firms expected to complete implementation before the February 1 freeze. Filed describes its working environment as high-performance, collaborative, accountable, and focused on customer experience. The role is assessed at Level 3, with three compensation offers ranging from $100,100 to $118,300 per year, plus differing equity amounts.

Requirements

• Have prepared or reviewed actual tax returns within a real 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), sufficient to establish credibility with a partner; strength in both is a plus.
• Be comfortable in customer-facing situations, including demonstrations, training, difficult conversations, and escalations.
• Have strong working knowledge of at least a few major tax platforms, such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem.
• Learn software quickly and be comfortable with new product interfaces, workflows, and integration discussions.
• Be comfortable with uncertainty and making decisions with incomplete information.
• Be empathetic and curious, and build for users as well as technical correctness.
• Collaborate effectively across product, engineering, and tax.
• Be detail-oriented and pragmatic, understanding 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 a firm.
• Tax credentials.

Responsibilities

• Run technical demonstrations alongside sales for firms that need a tax professional involved.
• Onboard firms in groups of 5 to 10 and serve as their point person until they are successfully using Filed for real work.
• Manage firm relationships during the eight-week onboarding period and help firms succeed.
• Deliver webinars, training sessions, and ongoing instruction to help firms use Filed effectively.
• Translate customer feedback and implementation friction into actionable input for product and engineering.
• Develop enough product knowledge to be trusted by users and identify output that would not pass a reviewer.
• Support customer calls, difficult conversations, and escalations.
• Work with customer support as needed to help firms through onboarding.

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 recent computer and a budget for home-office setup.
• Company-wide offsites every four months.
• Equity as part of the stated compensation offers; potential to double 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