Tax Product Specialist

Job Summary

To support a dynamic tax technology environment, the full-time remote Tax Product Specialist will manage onboarding for multiple firms, conduct technical demos, and facilitate training sessions while ensuring client success and feedback integration into product development.

Key responsibilities

• Conduct technical demos and onboarding for 5 to 10 firms simultaneously, ensuring they successfully adopt the Filed platform
• Serve as the primary point of contact during the onboarding process, providing ongoing support and training to ensure client satisfaction
• Collaborate with product and engineering teams to relay client feedback and improve the user experience

Required qualifications

• Experience preparing or reviewing tax returns in a professional setting, with a strong understanding of either individual (1040) or business returns (1065, 1120, 1120-S, 990, 1041)
• Proficiency in major tax software platforms, such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem
• Demonstrated ability to engage effectively with customers during demos, training, and challenging conversations
• Ability to quickly learn and adapt to new software and workflows
• Experience with tax technology implementations or software rollouts is a plus