Tax Technology Specialist
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Job Summary
To support a growing practice, the full-time salaried Tax Technology Specialist will manage the onboarding of multiple firms, conduct technical demos, and serve as the primary point of contact to ensure client success in a fully remote environment.
Key responsibilities
- Conduct technical demos and onboarding sessions for 5 to 10 firms simultaneously
- Act as the main liaison for firms during an 8-week onboarding process to ensure successful integration
- Provide training and feedback to improve client experience and product development
Required qualifications
- Experience preparing or reviewing tax returns in a professional setting
- Strong knowledge of individual (1040) or business returns (1065, 1120, 1120-S, 990, 1041)
- Proficiency with major tax platforms such as CCH Axcess, UltraTax, or Lacerte
- Ability to effectively communicate and manage customer expectations
- Experience with software implementations or rollouts in a firm setting is a plus
Complete Job Description
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