Part-time US Tax Subject Matter Expert partnering with product, engineering, and QA to translate U.S. federal and state tax regulations into accurate, scalable software features, validate tax calculations, monitor legislation changes, and support product documentation and training.
Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
As we continue to expand our U.S. Tax portfolio, we are seeking a knowledgeable and experienced Tax Manager (SME) to help shape the future of our tax
products.
products.
The Opportunity
We are looking for a part-time Tax Manager (SME) to partner with our Product Management, Development, and Quality Assurance teams in the ongoing development and enhancement of Caseware's U.S. tax solutions.
This role is ideal for an experienced tax professional who wants to leverage their technical tax knowledge in a technology-focused environment. As a trusted advisor to the product team, you will provide expertise on U.S. tax regulations, tax preparation workflows, compliance requirements, and industry best practices to help ensure our solutions meet the evolving needs of tax professionals.
You will play a critical role in translating tax requirements into practical, scalable software capabilities that improve efficiency, accuracy, and user experience.
What you will be doing:
Product and Tax Expertise
• Serve as the primary U.S. tax subject matter expert for Caseware's tax product initiatives.
• Provide guidance on U.S. federal and state tax regulations, compliance requirements, and tax preparation workflows.
• Collaborate with Product Managers to define and prioritize product requirements and enhancements.
• Review product designs, workflows, calculations, and tax content to ensure technical accuracy.
• Assist in translating tax legislation and regulatory changes into software requirements and product updates.
• Validate tax-related functionality and support quality assurance activities.
• Provide input on tax forms, schedules, calculations, diagnostics, and compliance processes.
• Help identify opportunities for automation and workflow improvements within the tax preparation process.
Industry and Regulatory Insight
• Monitor changes in U.S. tax legislation, IRS guidance, and industry trends.
• Advise product teams on emerging developments that may impact customers or product functionality.
• Participate in product planning discussions and strategic initiatives.
• Support the development of product documentation, training materials, and customer-facing guidance as needed.
Cross-Functional Collaboration
• Work closely with Product Management, Engineering, Quality Assurance, Customer Success, and Support teams.
• Provide tax expertise during product reviews, feature design sessions, and release planning.
• Act as a resource for internal stakeholders on technical tax questions and industry practices.
• Serve as the primary U.S. tax subject matter expert for Caseware's tax product initiatives.
• Provide guidance on U.S. federal and state tax regulations, compliance requirements, and tax preparation workflows.
• Collaborate with Product Managers to define and prioritize product requirements and enhancements.
• Review product designs, workflows, calculations, and tax content to ensure technical accuracy.
• Assist in translating tax legislation and regulatory changes into software requirements and product updates.
• Validate tax-related functionality and support quality assurance activities.
• Provide input on tax forms, schedules, calculations, diagnostics, and compliance processes.
• Help identify opportunities for automation and workflow improvements within the tax preparation process.
Industry and Regulatory Insight
• Monitor changes in U.S. tax legislation, IRS guidance, and industry trends.
• Advise product teams on emerging developments that may impact customers or product functionality.
• Participate in product planning discussions and strategic initiatives.
• Support the development of product documentation, training materials, and customer-facing guidance as needed.
Cross-Functional Collaboration
• Work closely with Product Management, Engineering, Quality Assurance, Customer Success, and Support teams.
• Provide tax expertise during product reviews, feature design sessions, and release planning.
• Act as a resource for internal stakeholders on technical tax questions and industry practices.
What you will bring:
• Bachelor's degree in Accounting, Taxation, Finance, or a related field.
• 5+ years of experience in U.S. tax compliance, tax preparation, tax consulting, or tax advisory services.
• Strong knowledge of U.S. federal income tax rules and tax compliance processes.
• Experience preparing or reviewing individual, corporate, partnership, and/or S-corporation tax returns.
• Strong understanding of tax workflows within public accounting firms or corporate tax departments.
• Ability to interpret tax legislation and translate technical requirements into practical business solutions.
• Excellent analytical, communication, and problem-solving skills.
• Ability to work collaboratively with both technical and non-technical teams.
• Strong attention to detail and commitment to quality.
• CPA strongly preferred
• Experience with tax software solutions and tax technology platforms.
• Experience reviewing or developing tax methodologies, guidance, or technical content.
• Background in public accounting, tax consulting, or professional services.
• Experience with tax technology, automation, or digital transformation initiatives.
• Familiarity with SaaS products and software development environments.
• 5+ years of experience in U.S. tax compliance, tax preparation, tax consulting, or tax advisory services.
• Strong knowledge of U.S. federal income tax rules and tax compliance processes.
• Experience preparing or reviewing individual, corporate, partnership, and/or S-corporation tax returns.
• Strong understanding of tax workflows within public accounting firms or corporate tax departments.
• Ability to interpret tax legislation and translate technical requirements into practical business solutions.
• Excellent analytical, communication, and problem-solving skills.
• Ability to work collaboratively with both technical and non-technical teams.
• Strong attention to detail and commitment to quality.
• CPA strongly preferred
• Experience with tax software solutions and tax technology platforms.
• Experience reviewing or developing tax methodologies, guidance, or technical content.
• Background in public accounting, tax consulting, or professional services.
• Experience with tax technology, automation, or digital transformation initiatives.
• Familiarity with SaaS products and software development environments.
What's in it for you:
▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.
▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.
▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.
▪️We offer competitive compensation, including a competitive salary and comprehensive benefits
▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
About Caseware:
Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
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