Remote Tax Technology Specialist — Equity & Impact

Filed; Oregon; Hybrid; USD 86,000 - 101,000; Full time

Benefits offered by this job

Platinum-level medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid parental leave

30 days paid holiday

Job summary

Filed is seeking a Tax Technology Specialist who will own the moment a firm moves from signing to active work in Filed. You will conduct technical demos, onboard 5 to 10 firms at a time, and guide them through an 8-week cycle with close collaboration with customer support.

You will translate client feedback to product and engineering, lead training webinars, and ensure the onboarding delivers measurable success for high-demand tax professionals across major tax platforms.

Qualifications

• Proven experience preparing or reviewing tax returns in a real firm.
• Ability to demo, train, and communicate clearly with clients.
• Comfort with multiple tax platforms and rapid product feedback.

Responsibilities

• Run technical demos on sales calls and onboard multiple firms at once.
• Serve as primary contact during 8-week onboarding, ensuring adoption.
• Facilitate webinars and training sessions for clients.
• Translate client needs to engineering and ensure build aligns with tax workflows.
• Maintain deep product knowledge and catch outputs that may fail reviews.

Skills

Tax returns work

Demos & training

Client-facing

Problem solving under pressure

Cross-functional collaboration

Education

Tax credentials welcome (CPA/EA)

Tools

CCH Axcess

UltraTax

Lacerte

ProConnect

Drake

GoSystem

Job description

Filed is seeking a Tax Technology Specialist who will own the moment a firm moves from signing to active work in Filed. You will conduct technical demos, onboard 5 to 10 firms at a time, and guide them through an 8-week cycle with close collaboration with customer support.

You will translate client feedback to product and engineering, lead training webinars, and ensure the onboarding delivers measurable success for high-demand tax professionals across major tax platforms.