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Tax Accountant (CPA, EA, or >3 years of experience)

Soraban
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Hybrid (Phoenix, AZ)$100k - $180kFull-timePosted 1mo ago

About the role

AI tax workflow platform for accounting firms; role is a Solutions Engineer liaison between Sales and Product, focusing on tax preparation workflows and client processes within mid-market to large firms.

Responsibilities

  • Discovery and Workflow Mapping: Join account executives on prospect calls to understand how the firm intakes clients, moves documents, preps, reviews, delivers, and files today. Identify where Soraban fits, and be honest about where it does not.
  • Live Product Demos: Run demos of Prepare, Connect, and the rest of the pipeline using realistic returns and scenarios drawn from your own firm experience, not canned scripts. Speak to partners, tax managers, and preparers in their own language.
  • Technical and Tax Q&A: Own the hard questions on a sales call: how AI prep work gets reviewed, how data flows into the firm's tax software, how edge cases are handled, and what changes for staff during busy season.
  • Pilot and Trial Design: Scope pilots that mirror the firm's real work, define what success looks like, and support the prospect's team through the evaluation.
  • Handoff and Feedback Loop: Document the firm's workflow, requirements, and commitments for a clean handoff to onboarding. Bring patterns from the field back to the product team as structured, actionable feedback.

Qualifications

  • Hands-on experience with at least one of these tax software: UltraTax, Lacerte, Drake, CCH Axcess, CCH ProSystem fx, GoSystem Tax RS, UltraTax CS, Lacerte, ProConnect
  • Deep familiarity with tax workflow processes used by mid-market or large firms
  • Experience across the full tax lifecycle: onboarding, document intake, preparation, review, delivery, and filing
  • Experience with 990, 1040, 1041, 1065, 1120, or 1120S returns (more the better)
  • Comfortable presenting to firm partners and owners, and able to explain a workflow clearly to a skeptical audience

Skills

Required:Tax software proficiencyTax lifecycle knowledgeCommunication with stakeholders
Last updated Oct 21, 2026. Interested? Apply on the company site.
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About Soraban

AI assistant for accounting firms

Soraban's building an intelligent admin assistant for accounting firms. Our AI is first automating the client data intake process and data entry into legacy accounting software. We are looking for ambitious people to build the best piece of software for accountants.

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