Tax Professional Onboarding Specialist

Job Summary

To support a high-paced environment, the full-time remote Tax Professional Onboarding Specialist will manage the onboarding of multiple firms, conduct technical demos, and facilitate training sessions to ensure firms successfully integrate and utilize the Filed platform.

Key responsibilities

• Conduct technical demos and onboarding for groups of 5 to 10 firms, ensuring they successfully transition to using the Filed platform
• Serve as the primary point of contact during the 8-week onboarding period, providing ongoing support and training
• Collaborate with engineering to translate client feedback into product improvements and enhancements

Required qualifications

• Experience preparing or reviewing tax returns in a professional setting, with a focus on either individual (1040) or business returns (1065, 1120, 1120-S, 990, 1041)
• Familiarity with major tax software platforms such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem
• Proven ability to engage with customers in demos, training, and escalated conversations
• Experience with software implementation or rollout within a firm is a plus
• Strong collaborative skills to work effectively across product, engineering, and tax teams