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Tax Software Jobs (NOW HIRING)

Tax.com

Account Executive, Tax Software Sales

Plano, TX · On-site

$125K - $250K/yr

Selling and leading the promotion of the tax.com platform, the #1 most comprehensive corporate tax software to new mid-market to enterprise customers across multiple verticals * Oversee the entire ...

Nesbitt-Webb, LLC

BILINGUAL TAX PROFESSIONAL

Decatur, GA · On-site

$750/wk

Tools to Help You As a Tax Preparer --Taxation & Tax Software Training Online --Internet Accessible Tax Software - includes all 52 continental state returns --Trainings are online and self-paced ...

Aiwyn

Tax Analyst

Remote About the role: We're building the future of tax software by leveraging AI to solve a massive problem: the tax industry is stuck with outdated legacy systems, while tax code complexity and CPA ...

Harlem Tax

Tax Accountant

Manhattan, NY · On-site

$18 - $35/hr

Must-have qualifications: • EA or AFSP credential • Active PTIN • 2+ seasons of tax prep using Drake Tax software • Adobe Acrobat DC - we are a paperless office that relies exclusively on ...

FA Advisory Group Inc

Be Seen First

Tax Preparer

Dallas, TX · On-site

Use Drake Tax Software to input, process, and finalize tax returns * Maintain and review financial records using QuickBooks * Reconcile accounts, review profit and loss statements, and organize ...

Fort Technologies Inc.

Tax Associate

Crawfordsville, IN

$56.90K - $75.90K/yr

The ideal candidate will have hands-on experience in US tax preparation, a strong working knowledge of Drake Tax software, and the ability to interact with the clients and offshore team. * Prepare ...

New

Deloitte

Tax Senior

New York, NY

$103.21K - $184.21K/yr

Inform clients of tax software developments that affect their business. Help clients to interpret and integrate such tax considerations into their business strategy. Assess clients' current ...

Strategic Employment

Tax Manager

Roseville, CA

$110K - $130K/yr

Utilizing firm tax software and internal tools to process and finalize returns Requirements * Active CPA or EA license * 6+ years of experience in public accounting with a tax focus * Hands-on ...

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How much do tax software jobs pay per year?

As of Jun 4, 2026, the average yearly pay for tax software 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 Software Specialist, and why are they important?

To thrive as a Tax Software Specialist, you need a solid understanding of tax regulations, accounting principles, and experience with tax preparation, usually supported by a degree in accounting or finance. Proficiency in tax software platforms such as Intuit ProConnect, Thomson Reuters, or CCH Axcess, along with certifications like Enrolled Agent (EA) or CPA, is often required. Strong analytical thinking, attention to detail, and effective communication help you resolve client issues and adapt to regulatory changes. These skills are crucial for ensuring accurate tax filings, maximizing compliance, and delivering reliable client support in a dynamic environment.

What are the typical daily responsibilities of a professional working with tax software in an accounting firm?

Professionals working with tax software in an accounting firm typically spend their days preparing, reviewing, and filing tax returns for clients using specialized software platforms. They are responsible for ensuring data accuracy, staying updated on tax law changes, and troubleshooting any issues that arise with the software. Collaboration with team members is common, as they often assist colleagues with software questions and help implement workflow improvements to increase efficiency. Additionally, they may provide client support by answering tax-related queries and ensuring compliance with all relevant regulations.

What is tax software?

Tax software is a digital tool designed to help individuals and businesses prepare, file, and manage their tax returns. It guides users through the process of inputting financial data, calculates tax obligations, and ensures compliance with tax laws and regulations. Many tax software programs also provide error checking, tax-saving tips, and options for e-filing directly with tax authorities. Popular tax software can be used online or downloaded to a computer, making tax filing more accessible and efficient.

What is the difference between Tax Software vs Tax Preparer?

AspectTax SoftwareTax Preparer
CredentialsNo formal credentials required, but familiarity with tax laws helpsOften requires preparer tax identification number (PTIN), certifications vary
Work EnvironmentPrimarily online or desktop-based, self-pacedIn-person or remote client meetings, office or tax preparation firms
Industry UsageUsed by individuals, small businesses, and tax professionals for DIY filingProvides personalized tax filing services for clients
Search & Comparison IntentCompare features, ease of use, pricingFind qualified tax preparers, reviews, and services

Tax Software enables users to prepare and file taxes independently using digital tools, while Tax Preparer offers personalized assistance through professional services. Both serve different needs but are integral to the tax industry.

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What job categories do people searching Tax Software jobs look for? The top searched job categories for Tax Software jobs are:
Tax Software jobs near you

Client Success & Onboarding Representative (Tax Software)

PROFESSIONAL TAX SOFTWARE SOLUTIONS

Jacksonville, FL • On-site

$17 - $20/hr

Full-time

Medical

Posted 25 days ago

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Job description

Client Success & Onboarding Representative (Tax Software)

Unity Tax Partners | Jacksonville, FL | In-Office

Unity Tax Partners is a fast-growing tax software and financial products provider supporting independent tax professionals nationwide. Our mission is simple: give tax offices the tools, support, and pricing they need to compete with the big chains.

We’re looking for someone who thrives in a dynamic environment where priorities shift throughout the year as the tax industry changes. The role requires someone who is adaptable, organized, and comfortable wearing multiple hats as client needs evolve.

This hybrid role combines customer support and onboarding, working directly with tax professionals across the country.

If you enjoy solving problems, building relationships, and turning conversations into opportunities, this role is a great fit.

Schedule & Flexibility

This position begins as an hourly role with a flexible schedule depending on the time of year.

• Off-season (May –August): Hours may range from part-time to full-time depending on workload and projects
• Tax season (September – April): Full-time hours with overtime opportunities available
• Extended hours and occasional Saturdays may be required during peak season

This structure provides flexibility during slower months while offering the opportunity to earn more during tax season.

What You’ll Do

• Onboard new tax offices using our software and financial products
• Make outbound calls to follow up with warm leads and prospects
• Answer incoming support calls and assist existing clients
• Guide clients through setup, training, and best practices
• Identify opportunities to expand or upgrade services when appropriate
• Work closely with sales, support, and onboarding teams to ensure a smooth client experience
• Maintain notes and activity within internal systems
• Support clients during peak tax season with extended hours when needed

What We’re Looking For

• Strong communication and people skills
• Comfortable spending much of the day on the phone
• Organized and able to manage multiple conversations and client needs
• Self-motivated and able to work in a fast-moving environment
• Ability to quickly learn new software platforms
• Sales experience is a plus
• Customer support experience is a plus
• Experience with tax preparation or tax office operations is a plus
• Experience with professional tax software (TaxWise, Drake, ProSeries, etc.) is a strong plus

Bilingual (Spanish) candidates may receive additional hourly compensation.

What We Offer

• Hourly pay + performance bonuses
• Overtime opportunities during tax season
• Growth opportunities within a rapidly expanding company
• A fast-paced, team-oriented environment without corporate bureaucracy
• The opportunity to work directly with entrepreneurs building their tax businesses

Why Unity

At Unity Tax Partners, there is no corporate red tape and no micromanagement. We move fast, support each other, and focus on delivering real value to our clients.

We’ve been in the tax industry for over 14 years and are entering a major growth phase. That means real opportunity for people who perform and want to grow with us.

If you enjoy helping people, solving problems, and working in a high-energy environment, we’d love to talk.

Company Description

Unity Tax Partners is a nationwide income tax software and financial products provider serving independent tax professionals across the country. For more than a decade, our team has helped thousands of tax offices grow by delivering powerful software, unmatched support, and industry-leading financial products with no hidden fees. We operate without corporate layers or red tape, which means we move fast, innovate constantly, and put our partners first. Our mission is simple: empower tax professionals with the tools, technology, and support they need to compete with the biggest brands in the industry and build stronger, more profitable businesses.