Tax Systems Specialist - Remote

Overview

The Tax Systems Specialist is responsible for the day-to-day maintenance, support, and optimization of tax technology systems, ensuring smooth operations and data integrity. This role is hands-on, focusing on system troubleshooting, user support, data management, and process execution.

In Short

• Oversee the daily functionality of CCH tax software.
• Support system updates, patches, and enhancements.
• Maintain system security and data integrity.
• Act as the go-to resource for tax professionals using CCH platforms.
• Provide troubleshooting and technical support.
• Handle data imports, exports, and migrations.
• Generate standard and ad-hoc reports.
• Document system processes and best practices.
• Identify and recommend process improvements.
• 3+ years of experience with tax technology systems.

Requirements

• Proficiency in CCH Axcess and CCH ProSystem fx Engagement.
• Strong problem-solving and troubleshooting skills.
• Experience with system administration and data management.
• Ability to assist tax professionals with software-related inquiries.
• Strong attention to detail.

Benefits

• Flexible work arrangements and personalized benefits.
• Well-being resources including wellness platform and mental health resources.
• 14 Firm Holidays and Flex PTO.
• Professional development opportunities including CPA exam resources.
• Recognition as one of the Bay Area’s “Best Places to Work”.