Tax Solutions Engineer — Automating Tax Workflows

Soraban; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Soraban is building AI tax workflow automation software for modern accounting firms. This role sits between Sales and Product and focuses on translating a firm’s current tax workflow into Soraban’s platform, guiding discovery calls, demos, and pilot design.

You will own both tax process questions and technical demonstrations, helping firms map onboarding, document handling, and returns through the new automation stack during busy season.

Qualifications

• Hands-on experience with at least one major tax software (UltraTax, Lacerte, Drake, CCH Axcess, ProSystem fx).
• Deep familiarity with tax workflow processes used by mid-market or large firms.
• Experience across the full tax lifecycle: onboarding, document intake, preparation, review, filing.
• Experience with returns (e.g., 990, 1040, 1041, 1065, 1120, 1120S) is a plus.
• Comfortable presenting to firm partners and owners, and explaining workflow to skeptical audiences.

Responsibilities

• Discovery and Workflow Mapping: join account executives on calls to map client intake, document flow, preparation, review, delivery, and filing; identify fit for Soraban.
• Live Product Demos: run demos of Prepare, Connect, and pipeline stages using realistic scenarios from your own firm experience.
• Technical and Tax Q&A: own hard questions on how AI prep and data flow into the firm’s software.
• Pilot and Trial Design: scope pilots mirroring real work, define success, support teams through evaluation.
• Handoff and Feedback Loop: document workflow and commitments for onboarding; feedback to product team.

Skills

UltraTax

Lacerte

Drake

CCH Axcess

Job description

Soraban is building AI tax workflow automation software for modern accounting firms. This role sits between Sales and Product and focuses on translating a firm’s current tax workflow into Soraban’s platform, guiding discovery calls, demos, and pilot design.

You will own both tax process questions and technical demonstrations, helping firms map onboarding, document handling, and returns through the new automation stack during busy season.