AI-Driven Tax Tech Specialist

Filed; New York (NY); On-site; USD 100,000 - 118,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid parental leave

Paid holidays

Home office budget

Company offsites

Job summary

Filed, the AI tax preparer for firms, seeks a Tax Technology Specialist to bridge customers and engineering. You will lead technical demos, onboard multiple firms, and train users to become proficient with Filed. You will translate feedback to product teams and own the customer experience during onboarding.

This role emphasizes fast, accurate decision-making in a high-velocity tax environment, with transparent salary practices and a focus on real impact for accounting firms.

Qualifications

• Experience with tax software platforms and workflows.
• Strong communication and customer-facing skills.
• Ability to explain complex tax concepts clearly.

Responsibilities

• Deliver technical demos on sales calls to show Filed's capabilities.
• Onboard multiple firms, guiding them to working use of Filed.
• Train and run webinars and ongoing firm education about Filed.
• Translate customer needs to engineering and product teams for improvements.
• Own and escalate issues to ensure timely resolution and customer satisfaction.

Job description

Filed, the AI tax preparer for firms, seeks a Tax Technology Specialist to bridge customers and engineering. You will lead technical demos, onboard multiple firms, and train users to become proficient with Filed. You will translate feedback to product teams and own the customer experience during onboarding.

This role emphasizes fast, accurate decision-making in a high-velocity tax environment, with transparent salary practices and a focus on real impact for accounting firms.