Job Description:
• Serve as the primary U.S. tax subject matter expert for Caseware's tax product initiatives.
• Provide guidance on U.S. federal and state tax regulations, compliance requirements, and tax preparation workflows.
• Collaborate with Product Managers to define and prioritize product requirements and enhancements.
• Review product designs, workflows, calculations, and tax content to ensure technical accuracy.
• Assist in translating tax legislation and regulatory changes into software requirements and product updates.
• Validate tax-related functionality and support quality assurance activities.
• Provide input on tax forms, schedules, calculations, diagnostics, and compliance processes.
• Help identify opportunities for automation and workflow improvements within the tax preparation process.
• Advise product teams on emerging developments that may impact customers or product functionality.
• Participate in product planning discussions and strategic initiatives.
• Support the development of product documentation, training materials, and customer-facing guidance as needed.
• Work closely with Product Management, Engineering, Quality Assurance, Customer Success, and Support teams.
Requirements:
• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• 5+ years of experience in U.S. tax compliance, tax preparation, tax consulting, or tax advisory services.
• Strong knowledge of U.S. federal income tax rules and tax compliance processes.
• Experience preparing or reviewing individual, corporate, partnership, and/or S-corporation tax returns.
• Strong understanding of tax workflows within public accounting firms or corporate tax departments.
• Ability to interpret tax legislation and translate technical requirements into practical business solutions.
• Excellent analytical, communication, and problem-solving skills.
• Ability to work collaboratively with both technical and non-technical teams.
• Strong attention to detail and commitment to quality.
• CPA strongly preferred
• Experience with tax software solutions and tax technology platforms.
• Experience reviewing or developing tax methodologies, guidance, or technical content.
• Background in public accounting, tax consulting, or professional services.
• Experience with tax technology, automation, or digital transformation initiatives.
• Familiarity with SaaS products and software development environments.
Benefits:
• Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
• We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
• Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
• We offer competitive compensation, including a competitive salary and comprehensive benefits
• We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
• Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
• We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.