Set tax quality standards across Filed’s products and partner with product and engineering teams to shape features from document intake through tax planning. Work with customer firms to understand their practices and translate their needs into product direction.
The Tax Product Specialist is responsible for conducting technical product demonstrations and managing the onboarding process for accounting firms. They act as the primary point of contact for firms during their initial 8-week implementation period to ensure successful adoption and product usage.
The Tax Technology Specialist owns the customer onboarding process, conducting technical demos and managing relationships to ensure firm success. They also act as a bridge between customers and the engineering team to translate feedback into product improvements.
You will own the onboarding process for accounting firms, conducting technical demos and serving as the primary point of contact for 8 weeks. You are responsible for translating firm needs into product feedback and ensuring clients successfully transition to using the platform.
You will manage the technical onboarding of accounting firms, serving as their primary point of contact for eight weeks to ensure successful product implementation. Additionally, you will facilitate technical demonstrations, conduct training webinars, and act as a bridge between customer feedback and the engineering team.
