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Serve as domain expert for accounting firms: lead discovery, run demos, configure and implement Instead, drive adoption from pilot to go-live, train staff, collect product feedback, and stay current on US tax law and filing requirements.

Lead data infrastructure and business systems including Salesforce, Okta, ETL, and BI tools. Build analytics/reporting (ARR, renewal schedules, cohort analysis), manage data pipelines and integrations, oversee IT admin across offices, and deliver product and GTM analytics to inform leadership decisions.

The role involves developing core product features for tax professionals, focusing on AI workflows, e-filing systems, and integrations.

Lead end-to-end product areas for an AI-powered tax platform: discover, define, build (including committing code), and launch. Work directly with accounting firm users, track goal-based metrics, manage integrations and competitive analysis, and collaborate with engineering, design, and GTM to ship weekly.

As a Software Engineering Intern, you will build features for the full-stack platform, collaborate with teams, and gain hands-on experience.

The Tax Engineer will lead implementation and onboarding at accounting firms, design tailored tax workflows, integrate systems, and advise on tax technology strategy.

Own post-sale customer relationships for a portfolio of accounting firms: manage onboarding, on-site implementations, drive adoption, pilot-to-paid conversions, renewals, and expansion. Coordinate with Tax Engineers, monitor customer health, reduce churn, and help refine engagement playbooks while traveling for on-site sessions.