Company

Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. TaxBit’s Software-as-a-Service (SaaS) platform streamlines and automates customers’ tax reporting and accounting activities for digital assets. 

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), TaxBit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. TaxBit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Washington, D.C.

Opportunity for Impact

As a TaxBit Technical Product Specialist, you will use your tax and accounting industry expertise to accelerate product adoption of our enterprise products and provide strategic consulting to our customers. In close partnership with enterprise account executives and product/engineering teams, you will lead on all technical aspects of the sales process.

You will have a deep understanding of TaxBit's leading enterprise customer verticals (Tax and Accounting) and effectively demonstrate the power and value of TaxBit’s products and services to enterprise customers. You will drive the adoption and education for our customers and potential clients about our latest product enhancements and how to get the most value from them. You will be the external voice of TaxBit’s Accounting & Tax software, as well as provide feedback to our product & engineering teams, including solution designing, RFP responses, and technical discovery and scoping.

You’ll present technical best practices to prospective customers and serve as a thought partner while helping to sell and close large enterprise deals. You’ll not only influence individual deals, but also help build out processes and tools that serve as the foundation for our Enterprise Tax and Accounting products.

Role and Responsibilities

  • Serve as a thought partner to our account executives and enterprise/government customers on all technical accounting, tax and product aspects of throughout sales process
  • Participate in market intel and competitive knowledge capture alongside GTM team
  • Support continuing education of product knowledge for AE team 
  • Lead technical discovery and scoping conversations to identify customer needs, use cases, and find relevant and feasible solutions for customer needs. 
  • Prepare and present custom demos of TaxBit's Enterprise Tax and Accounting products to C-Suite executives
  • Build rapport and establish credibility with client stakeholders, including tax and accounting subject matter experts and executive personas.
  • Consult, advise, and answer complex questions on TaxBit’s enterprise APIs
  • Prep RFP responses with a heavy focus on the deep dive of technical accounting and tax related questions and content
  • Ability to effectively articulate technical concepts to both technical and non-technical stakeholders
  • Produce reusable content and collateral to support future deal pursuits
  • Systematically share feedback from sales conversations with our Product and Engineering teams
  • Seamlessly hand off deals and transfer knowledge from pre-sales to TaxBit’s post-sales Implementation and Customer Success teams
  • Understand the most up-to-date tax and accounting guidance and regulation for the respective jurisdictions we operate in and sell to. 

Professional Qualifications

  • 2+ years of experience in a Sales Engineering, Technical Sales, or Solutions Engineering role with familiarity into REST API Integrations and SQL Databases
  • 2+ years in a client-facing accounting, audit, or tax role with strong problem solving skills and the ability to understand customer requirements.
  • Strong problem-solving skills and ability to understand/document customer requirements
  • Ability to communicate effectively with both business and technical stakeholders in Tax and Accounting fields
  • Growth mindset and ability to wear different hats as the needs of the business continue to evolve
  • Familiarity with SaaS and Cloud architecture, and API-based products
  • CPA or finance/accounting background
  • Bonus: Knowledge/expertise in crypto and/or tax

TaxBit in the News 

Corp Press
Forbes America's Best Startup Employers
Deloitte Top 10 Fast 500 Award
Forbes FinTech 50

Recent Product Announcements
TaxBit Announces AI Enabled Rules Engine for Crypto Accounting
TaxBit Launches DAC7 Compliance Solution for Digital Marketplaces
TaxBit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets
TaxBit Launches Innovative CESOP Reporting Solution for Digital Assets

TB Thought-Leadership Pieces 
Fortune - Future of Finance
NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto
Future of Finance Roundtable Event (Video)
Coindesk - The Tax Implications of Sam Bankman-Fried’s Conviction
Fox Business - AI tools streamlining accounting workflows and opening capacity for innovation
Bloomberg Tax - Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)

Alliance/ Partner Announcements
IRS Taps TaxBit to Audit Bulk Crypto Transactions
EY to Collaborate With TaxBit on Digital Asset Tax Reporting
TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty
Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset

Disclaimers

  • By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired. 
  • Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company.  This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.

 

 

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