Implementation Consultant with Tax Credential
Job Summary
Driving customer adoption and ensuring seamless onboarding, the full-time remote Implementation Consultant with Tax Credential will lead end-to-end implementations of financial software, manage data migrations, and customize onboarding experiences to deliver tailored business value.
Key responsibilities:
- Lead end-to-end IES implementations, overseeing client setup and data migrations
- Develop and execute onboarding and adoption playbooks, ensuring key milestones are met
- Act as the primary technical point of contact, resolving customer queries and implementation blockers
Required qualifications:
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field and/or Active Tax Credential (Enrolled Agent or CPA)
- 5+ years of consulting or software implementation experience, focusing on financial software transitions
- Expertise in QuickBooks Online, QuickBooks Payroll, and Payments
- Solid foundation in accounting principles with at least 3 years of experience in multi-entity bookkeeping
- Experience with Intuit Enterprise Suite (IES) configurations and system capabilities
Complete Job Description
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