Note: The job is a remote job and is open to candidates in USA. Filed is an AI tax preparation company serving accounting firms. The Member of Accounting Staff helps firms adopt and succeed with Filed through technical demos, group onboarding, training, customer relationship management, and feedback to product and engineering.

Responsibilities

• 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
• 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

Skills

• You have prepared or reviewed real returns inside a real firm
• 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
• You are comfortable in front of customers
• A high degree of confidence in a few of the major tax platforms, such as CCH Axcess, UltraTax, Lacerte, ProConnect, Drake, or GoSystem
• You pick up software fast
• 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
• Strength in both is a plus
• Bonus if you've been through a SurePrep, GruntWorx, or AutoFlow implementation, or rolled new software out across a firm

Benefits

• Fully remote; open to candidates based anywhere in the United States outside New York.
• 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
• For this role assessed at Level 3: Most Equity—$130,027 of equity; Great Equity—$86,684 of equity; Good Equity—$43,342 of equity. Depending on your location, everyone receives the same three offers.
• Meet your goals in performance reviews every four months and you can expect to double your equity by the end of your first year.

Company Overview