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Canopy Tax Jobs (NOW HIRING)

Tax Form Data Specialist - Temp Canopy, South Jordan UT About Us Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking ...

Tax Manager - Public

Santa Ynez, CA · On-site

$115K - $140K/yr

... Canopy Tax, Slack, Zoom, Webex, Adobe, and Microsoft Office applications. • Strong analytical judgment and problem-solving ability with a high level of accuracy and attention to detail. • ...

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Tax Manger

Raleigh, NC · On-site

$120K - $150K/yr

Tax Manager for an Integrated Wealth & Tax Practice Fortress Financial Partners is a Raleigh-based ... Canopy * ShareFile Benefits: * 401(k) * 401(k) matching * Continuing education credits * Flexible ...

Customer Support Specialist - Tier I

South Jordan, UT · On-site

$17.25 - $23.25/hr

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest ... Willingness to learn about tax resolution industry and IRS forms as they relate to the software and ...

We're seeking a highly experienced Certified Public Accountant (CPA) to lead tax strategy ... Familiarity with QuickBooks Online and Canopy * Ability to work independently and thrive in a small ...

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.) Key Responsibilities * Act as the ...

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

Advanced proficiency with efficiency, workflow, communication, and tax planning and preparation software (G-Suite, Canopy, CS Planner, UltraTax, Slack, Zoom, etc.) Key Responsibilities * Act as the ...

Customer Support Specialist - Tier I

South Jordan, UT · On-site

$17.25 - $23.25/hr

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest ... Willingness to learn about tax resolution industry and IRS forms as they relate to the software and ...

Customer Support Specialist - Tier I

South Jordan, UT · On-site

$17.25 - $23.25/hr

Canopy has earned a reputation for fast, friendly and efficient customer support. Through earnest ... Willingness to learn about tax resolution industry and IRS forms as they relate to the software and ...

Tax Manager

Mount Clemens, MI

$104K - $136K/yr

Provide technical guidance on tax planning and compliance matters * Identify tax-saving ... Experience with workflow or practice management tools (e.g., Canopy or similar systems) Key ...

Tax Manager

Mount Clemens, MI

$104K - $136K/yr

Provide technical guidance on tax planning and compliance matters * Identify tax-saving ... Experience with workflow or practice management tools (e.g., Canopy or similar systems) Key ...

Tax Manager

Mount Clemens, MI · On-site

$104K - $136K/yr

... g., Canopy, UltraTax) Monitor and improve realization, utilization, and overall engagement ... taxation Strong experience reviewing: o Multi-state, multi-entity returns Proficiency with: o ...

Tax Senior

Boulder, CO · Hybrid

$80K - $110K/yr

Tax Senior Boulder, CO (NW Denver Metro) Public Accounting - Small Firm Salary: $80,000 - $110,000 ... Lacerte and Canopy Practice Management experience are helpful but not required. * Excellent ...

Tax Program Manager

Reston, VA · On-site +1

$115K - $151K/yr

... and Canopy is a plus What We Offer Competitive salary + performance bonuses Flexible work ... Tax function and mentor a growing team High degree of autonomy, with support from a Director-led ...

Exposure to CCH, Lacerte, QuickBooks, and Canopy, preferred * Previous experience in public accounting with exposure to preparing federal and state income tax returns, preferred * Accommodating and ...

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Canopy Tax information

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$19.5K

$58.4K

$116.5K

How much do canopy tax jobs pay per year?

As of Jun 9, 2026, the average yearly pay for canopy tax in the United States is $58,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $69,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Tax Professional at Canopy Tax, and why are they important?

To thrive as a Tax Professional at Canopy Tax, you need a solid understanding of tax laws, accounting principles, and relevant educational credentials such as a CPA, EA, or tax preparer certification. Familiarity with tax preparation software, client management systems, and digital document tools is typically required. Strong analytical thinking, attention to detail, and effective client communication skills make someone stand out in this position. These competencies ensure accurate tax filings, regulatory compliance, and high-quality client service in a technology-driven tax environment.

What is Canopy Tax?

Canopy Tax is a cloud-based software platform designed to help tax professionals manage their practices more efficiently. It offers tools for client management, document storage, workflow automation, and communication, all tailored for the needs of accountants and tax preparers. Canopy Tax also includes features for securely collecting client information, e-signatures, and tracking deadlines, making it easier to stay compliant and organized. The platform aims to streamline administrative tasks so tax professionals can focus more on serving their clients.

What is the difference between Canopy Tax vs Tax Preparer?

AspectCanopy TaxTax Preparer
CredentialsTypically requires tax software proficiency, sometimes certifications like PTINRequires PTIN, often no formal certification needed
Work EnvironmentPrimarily office or remote, focused on tax software and client dataOffice or remote, preparing individual or business tax returns
Industry UsageUsed by tax firms, accounting services, and software companiesEmployed by tax preparation firms, accounting offices, or self-employed

Canopy Tax specializes in tax software solutions and services, often working with tax professionals and firms. Tax Preparer is a broader role involving preparing tax returns for clients, often with less emphasis on software development. While both roles involve tax-related work, Canopy Tax focuses on software and support, whereas Tax Preparer is directly involved in tax return preparation.

What are some common challenges faced by tax professionals working at Canopy Tax, and how are they supported in overcoming them?

Tax professionals at Canopy Tax often navigate complex, evolving tax regulations and diverse client needs. A common challenge is staying up-to-date with tax law changes and efficiently managing multiple client cases simultaneously. Canopy supports its team through robust training programs, access to an extensive knowledge base, and collaborative tools that streamline workflow. Additionally, team members regularly collaborate with colleagues in tax, software development, and customer support to resolve issues quickly and share best practices, fostering a supportive work environment.
More about Canopy Tax jobs
What states have the most Canopy Tax jobs? States with the most job openings for Canopy Tax jobs include:
Infographic showing various Canopy Tax job openings in the United States as of May 2026, with employment types broken down into 49% Full Time, and 51% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $58,389 per year, or $28.1 per hour.
Tax Form Data Specialist - Temp

Tax Form Data Specialist - Temp

Canopy

South Jordan, UT • On-site

Part-time, Temporary

Posted 11 days ago


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Job description

Tax Form Data Specialist - Temp
Canopy, South Jordan UT
About Us
Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry.
Our goal is to help our clients unlock the firm they've always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way.
Click here to see why our clients love Canopy.
Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!
The Opportunity
Reporting to the SME Product Manager, the Tax Form Data Specialist will be responsible for maintaining Canopy's Tax Resolution and Tax Organizer products. You'll collaborate and work cross-functionally with subject-matter experts, Product, and Engineering to work through any enhancements or bugs reported by customers, respond to government updates, and ensure a seamless and delightful user experience.
This is a part-time position (10-25 hours/week) and is fully remote (candidates must be based in UT).
Firms use Canopy's Tax Resolution product to save time and money, by helping them manage and resolve their clients' tax issues with the IRS and state revenue agencies. Filling out pages of forms is a tedious task that Canopy makes a breeze. Canopy takes the client information and fills out the required forms automatically. This role will ensure the forms contain accurate content and are populating correctly.
What You'll Do:
  • Track and document changes to tax forms and other official guidance
  • Prioritize, research, and respond to customer reported bugs and feedback
  • Using internal systems and processes, improve and maintain our tax products to reflect accurate and compliant content
  • Review the work of fellow team members
  • Work closely with Product and Engineering to provide an excellent user experience

Your Skills Include:
  • Motivated and passionate problem solver who can communicate effectively
  • Ability to learn quickly and work with minimal supervision
  • Strong reading comprehension skills (you'll regularly be reviewing government forms and their associated instructions)
  • Very strong organizational skills and attention to detail. You're someone who spots things that others might not notice.

Other Preferred Skills:
  • Proficient with using Adobe Acrobat to prepare and edit PDF forms
  • Basic understanding of Microsoft Excel logic
  • Post-secondary education in any of the following areas: accounting, finance, tax, legal, history, languages, or philosophy
  • Familiarity with AI and ability to automate tasks

We know many women do not apply for a job if they don't perfectly fit the description. We want you to apply anyway.
Benefits/Perks:
  • Remote work with a flexible schedule and high level of trust
  • Employee activity budget

Canopy is an equal opportunity employer. Canopy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, national origin, sexual orientation, gender identity or expression, age, disability, genetic information, marital status or veteran status.

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