Tax Technology Specialist (Remote)

This role is fully remote, open to candidates based anywhere in the United States outside New York. Based in New York? Apply to the New York posting of this role instead.
A Different Kind Of Job Description

What You'll Own

As a Tax Technology Specialist, you own the moment a firm goes from signed to genuinely working:

• The technical demo on customer calls, where you show firms what Filed does and why it answers the problem you have lived yourself
• Group onboarding, 5 to 10 firms at a time, from kickoff to the point where the firm is running real work through Filed without you
• The relationship through the 8 weeks that decide whether a firm succeeds or quietly churns
• The feedback loop back into product, so the friction you watch firms hit gets fixed rather than repeated

You'll see your decisions carry real weight for some of the most demanding professional users in the world within days, not quarters.
What You'll Be Responsible For

• Running the technical demo alongside sales on firms that need a tax professional in the room
• Onboarding firms in groups and staying their point person until they are genuinely winning, backed by customer support
• Teaching: webinars, training sessions, and the ongoing work of making firms good at Filed
• Translating between firms and engineering, so what you hear on calls turns into what gets built
• Knowing the product well enough to be trusted on it, including catching output that would not pass a reviewer

Your Hard Skillset

• You have prepared or reviewed real returns inside a real firm. Credentials are welcome but not required, what matters is that you've done the work
• Real strength in either individual returns (1040) or business returns (1065, 1120, 1120-S, 990, 1041), enough that a partner takes you seriously in the first five minutes. One or the other is enough. Strength in both is a plus
• You are comfortable in front of customers. Demos, training, difficult conversations, escalations
• A high degree of confidence in a few of the major tax platforms, such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem. Nobody is expert in all of them, and we don't expect you to be
• You pick up software fast. A product surface, a new workflow, an integration conversation, none of it puts you off
• Bonus if you've been through a SurePrep, GruntWorx, or AutoFlow implementation, or rolled new software out across a firm

Your Soft Skillset

• Comfortable being uncomfortable and making calls with incomplete data
• Empathetic and curious: building for the user, not just for the technically correct answer
• Highly collaborative across product, engineering, and tax
• Detail-oriented but pragmatic: you know when precision matters and when to move
• You own your work and welcome the accountability that comes with it

A championship team

We think of ourselves as a sports team. Incredibly high performance, incredibly high standards, and real success to show for it. Being a championship team means working with people who are deeply proud of the work they do and have great fun doing it together.

We measure employee happiness constantly, and our eNPS is +60. We don't say that to brag. We say it because a team playing at this tempo only holds together if people genuinely love being on it. Every four months, the whole company comes together for an offsite.
Who This Suits

This is a very fun environment, but it only suits people who meet the criteria we're looking for:

• People who want to win
• People who have a point to prove
• People who want to write their own job descriptions

How We Pay

Nothing at Filed is behind closed doors. Everyone here sees everyone else's salary, because we believe transparency creates trust, and trust is the foundation of excellent teamwork. Compensation isn't a negotiation. Depending on your location, everyone receives the same three offers, and all of our offers are above market benchmarking.

This role is assessed at Level 3. The salary and equity bandings are:

• Most Equity: $85,800 per year + $130,027 of equity
• Great Equity: $93,600 per year + $86,684 of equity
• Good Equity: $101,400 per year + $43,342 of equity

We run performance reviews every four months. Meet your goals and you can expect to double your equity by the end of your first year.

One more thing, in the spirit of transparency: some people who apply for this role will be assessed at a different level. If the team determines your level of responsibility sits differently, we'll adjust the offer accordingly.
Benefits

• Platinum-level medical insurance, fully covered for you, with 100% coverage for your dependents as well
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid maternity and paternity leave
• A minimum of 30 days of paid holiday every year
• Your choice of the latest and greatest computers, plus a budget for your home office setup
• Company-wide offsites every four months

The process

• Quick intro call (30 minutes)
• Product walkthrough and async exercise (60 minutes)
• Final round with our team (60 minutes)

In just 2.5 hours, you'll be wanting early access, just like the rest of our team, to get into the product and start building a generational company, even before your first day.