Tax Technology Specialist (Remote)

This is a Fully Remote Job
About Our Client:
The organization operates within the tax technology industry, addressing significant challenges related to tax return processing and professional workflows. It provides advanced AI-driven tools designed to improve efficiency and accuracy in tax preparation for large firms, including major global players. The organization's approach focuses on transforming an industry historically underserved by technology, aiming to create meaningful impact through innovative solutions and rapid growth.
About the Opportunity:
The TAX TECHNOLOGY SPECIALIST is responsible for guiding multiple firms through the onboarding process to ensure successful adoption and use of the organization's tax software. This role plays a critical part in customer retention and satisfaction by closely supporting firms during their initial integration period. The specialist also acts as a vital link between clients and the product development team, using real-world feedback to inform improvements.
Responsibilities:
Conduct technical demonstrations of the tax software during customer calls.
Manage onboarding for groups of 5 to 10 firms, ensuring they achieve operational success within eight weeks.
Maintain ongoing relationships with client firms throughout the onboarding period.
Deliver training sessions and webinars to educate users on the product.
Translate client feedback into actionable insights for engineering teams.
Ensure product output meets professional standards and expectations.
Requirements:
Experience preparing or reviewing tax returns within a professional firm.
Strong expertise in either individual (1040) or business tax returns (1065, 1120, 1120-S, 990, 1041).
Comfort and proficiency in customer-facing roles, including demos and handling escalations.
Familiarity with major tax software platforms such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem.
Ability to quickly learn and adapt to new software tools and workflows.
Experience with implementations or rollouts of tax-related software is a plus.
Pay Range and Compensation Package:
The pay range and compensation package for this role will be determined based on the candidate's experience, skills, and other relevant factors.
Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
Note:
TalentHop is a recruitment partner of this role. Please note that all employment decisions, including candidate assessment, interviews, hiring, compensation, and employment terms, are made exclusively by the hiring employer.

Work arrangement
Yes