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Tax Product Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: Filed
Full Time position
Listed on 2026-10-21
Job specializations:
  • IT/Tech
    HelpDesk/Support, IT Consultant
Salary/Wage Range or Industry Benchmark: 100100 - 118300 USD Yearly USD 100100.00 118300.00 YEAR
Job Description & How to Apply Below
A Different Kind Of

Job Description

At Filed, we believe in radical transparency. Everything is open: company finances, team salaries, stock options, anonymous team feedback. That extends to how we talk about this job, so what you'll read here looks a little different from other job ads. It starts with why this is a terrible job. Then it explains why it might be the best career move you'll ever make.

Why

this is a terrible job

This is an incredibly high-paced, high-tempo environment. We're making a generational bet to change all of our lives, and generational bets are not comfortable.

You will stop signing returns. There are no clients of your own here, no book to build, no partner track. If the thing you want is the next rung on a firm ladder, this job takes it away from you on day one.

You will be on calls most of the day. You carry 5 to 10 firms at a time through onboarding and you own whether they actually succeed, for 8 weeks each, with your name attached. When a firm is floundering in week six, that is yours to fix, and there is nowhere in this job to hide from it.

The calendar is not negotiable. Firms will not change their stack mid-season, so December and January are relentless and everything has to land before the February 1 freeze. Miss the window and you wait a year.

Tax law is objective, but what applies under it and how professionals interpret it is full of judgment. You can give two tax professionals the same task and get two different results where both are right. You will sit across from a partner who disagrees with what the system did, and you will have to explain it in their language, without hiding behind the software.

At times it will feel like hitting your head against the wall.

Customers will sometimes get frustrated, because they expect deterministic results from probabilistic systems, and we're managing the expectations of some of the biggest firms in the world, including the Big Four. You will be the person in the room who has actually done their job, which means the hard calls land with you.

And the rhythm is real. It's tough. It's relentless.

Why it might be the best career choice you'll ever make

You already know how to win a room full of sceptical tax professionals, because you have been one. Here that is the whole job, and it compounds: every firm you bring through onboarding properly becomes a firm that stays, refers, and grows.

It's addictive to be part of a business when you know you're winning. Filed is adding millions of dollars of revenue every quarter, and in under two years we've become the market leader in a space with entrenched incumbents and a drastic need for new AI tools. When we come into head-to-heads with competitors, we win every time, because our product is superior.

The industry looks boring from the outside, but the problem is unsolved, and the space has been riddled with products below the mark for decades. When you push through the wall, there's a spark of joy: a customer says "wow, this is phenomenal." That keeps happening, and you will be the one in the room when it does.

The opportunity here is not only to make a great deal of money. It's to have real impact on our mission: making this profession extraordinary. Nobody became a tax professional for the admin. They got into this work to be creative with tax law, to have fun, and to change the fabric of society. Filed enables them to do exactly that.

We've raised $17.2 million to date, led by Northzone. Our focus now is to deliver the roadmap and continue to win.

What You'll Own

As a Tax Product 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…

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