[Hiring] Tax Form Data Specialist @Canopy

Role Description

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

Qualifications

• 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.

Requirements

• 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

Benefits

• Remote work with a flexible schedule and high level of trust
• Employee activity budget