The RoleWe're hiring a Forward Deployed Tax Engineer to partner with customers during onboarding and ensure day-one success. You'll lead a structured implementation that transitions teams from prior solutions, configures their Black Ore instance, runs readiness and performance checks, maintains a tight feedback loop between our R&D and GTM teams, and trains end users so they're productive immediately. This is a cross-functional role for someone with a strong tax background who builds trust with customers and internal stakeholders alike.What You'll DoOwn onboarding: Run kickoff, project plan, and weekly cadence; keep timelines and expectations clear.Configure & connect: Set up environments, SSO/roles, and integrations; verify data flows and basic controls.Readiness & performance checks: Execute structured test plans on representative workflows; document results against agreed success criteria.Issue triage & feedback loop: Capture edge cases and user feedback; file crisp tickets and partner with AI/Data/Engineering on resolutions.Enablement: Deliver training, quick-reference guides, and best practices; prepare admins and practitioners for go-live.Handoff & scale: Establish exception workflows and dashboards; transition to Customer Success with clear operating playbooks.Basic Qualifications6-10+ years of experience: Most recently as a Tax Manager or Senior Tax Manager in public accounting4+ years of 1040 experience: Hands-on 1040 prep/review in a CPA or tax services setting.Tax Software Experience: Familiarity with some of the following: CCH Axcess Tax, CCH ProSystem fx, Thomson Reuters GoSystem, Thomson Reuters UltraTax, Intuit ProConnect, Intuit Lacerte, Intuit ProSeries, Drake.Detail Oriented: Strong tax review/tie-out skills to ensure accurate automation and reliable results.Commercial: Able to communicate with customers, build trust, and manage expectations.Written/Verbal Communication: Clearly articulate findings and next steps to both internal and external stakeholders.Organization & Project Management: Plan, track, and deliver against an implementation timeline with clear ownership.Tech-Savvy: Comfortable with modern tools (e.g., ChatGPT) and quick to learn new products and workflows.Preferred QualificationsCredential: CPA or EA.2+ years of 1065 experience: Hands-on 1065 prep/review in a CPA or tax services setting, working with large, complex partnershipsOCR Solution Experience: Prior use of legacy scan-and-populate tools such as SurePrep 1040SCAN, CCH AutoFlow, GruntWorx (required).Portal & Document Management Experience: Experience with leading tax DMS/portal solutions (e.g., CCH, Thomson Reuters, SafeSend, and comparable firm systems).Modern AI/Automation Exposure: Experience adopting new AI-driven tax solutions; strong user of productivity/AI tools.Entrepreneurial/Process Builder: History of creating new processes/playbooks in fast-moving environments.What We Offer (for U.S.
Based Employees)Competitive salary and equity based compensationBest-in-Class health benefits Platinum, 100% Employer-paid medical, dental and vision insuranceHealth Savings Account (HSA) and Flexible Spending Account (FSA)Additional Health programs (e.g., One Medical, Talkspace, Kindbody)401K, Roth 401k and other employer sponsored investment benefitsParental LeaveUnlimited PTORelocation support to Austin, NYC or SF (as needed)WFH stipend to support your home office needs