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

Soraban
Phoenix, Austin
Workplace: OnsiteFull timeUSD 100,000 - 180,000 annuallyFunction: Finance & AccountingExperience: 3+ yearsSkills: ["Communication"]

Use your tax preparation expertise to help accounting firms map their existing intake, document handling, review, and filing workflows onto Soraban’s AI tax workflow automation platform. Partner with account executives on discovery and live demos, answer technical and tax questions, design realistic pilots, and ensure a clean handoff to onboarding—while turning field learnings into actionable feedback for the product team.

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FursaFursa
Soraban
Soraban
2 days ago

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

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Use your tax preparation expertise to help accounting firms map their existing intake, document handling, review, and filing workflows onto Soraban’s AI tax workflow automation platform. Partner with account executives on discovery and live demos, answer technical and tax questions, design realistic pilots, and ensure a clean handoff to onboarding—while turning field learnings into actionable feedback for the product team.
Location: Phoenix, Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Join account executives on discovery calls to understand how firms intake clients, move documents, prepare/review/deliver, and file today.
  • •Run live product demos of Prepare, Connect, and the rest of the pipeline using realistic return scenarios.
  • •Lead technical and tax Q&A on AI prep review, data flow into the firm’s tax software, edge cases, and busy-season staff impacts.
  • •Scope and support pilots/trials that mirror the firm’s real work and define what success looks like.
  • •Document the firm’s workflow, requirements, and commitments for handoff to onboarding, then feed field patterns back to the product team.

Pay and Benefits

Salary: USD 100,000 - 180,000 annually

Key Requirements

  • •Hands-on tax preparation experience in mid-market or large tax accounting firms (50+ employees).
  • •Deep familiarity with the full tax filing lifecycle, including onboarding/data collection, document handling, preparation/review, delivery, and filing.
  • •Experience with common return types including 990, 1040, 1041, 1065, 1120, and/or 1120S.
  • •Hands-on experience with at least one tax software (UltraTax, Lacerte, Drake, CCH Axcess, CCH ProSystem fx, GoSystem Tax RS, UltraTax CS, ProConnect).
  • •Able to present and explain workflows clearly to firm partners and owners.
Experience:3+ years
Skills:Communication
Licenses:CPAEA

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Soraban
Provides financial infrastructure and payment orchestration services to enable businesses and banks to integrate modern payments, open banking flows, and account-to-account transfers through APIs and hosted solutions.
Industry: Fintech Infrastructure
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