Soraban is building AI tax workflow automation software for modern accounting firms. Our platform helps accounting firms automate client intake, document processing, tax preparation workflows, and service delivery.
We are looking for tax accountants who:
This is a Solutions Engineer role that sits between our Sales and Product team, built for someone who has lived inside a tax practice rather than someone with a traditional sales background. Our newest product, sit deep in the preparer's workflow. Showing a firm how they fit into its existing tax software, review process, and staffing model takes real preparation experience. You will partner with our account executives on discovery and demo calls, translate a prospect's current workflow into how it would run on Soraban, and carry the technical and tax side of the conversation from first call through pilot and handoff to onboarding.
The ideal candidate should have a strong background in tax preparation within mid-market or large tax accounting firms (50+ employees), and a deep understanding of the entire tax filing lifecycle, including:
Discovery and Workflow Mapping: Join account executives on prospect calls to understand how the firm intakes clients, moves documents, preps, reviews, delivers, and files today. Identify where Soraban fits, and be honest about where it does not.
Live Product Demos: Run demos of Prepare, Connect, and the rest of the pipeline using realistic returns and scenarios drawn from your own firm experience, not canned scripts. Speak to partners, tax managers, and preparers in their own language.
Technical and Tax Q&A: Own the hard questions on a sales call: how AI prep work gets reviewed, how data flows into the firm's tax software, how edge cases are handled, and what changes for staff during busy season.
Pilot and Trial Design: Scope pilots that mirror the firm's real work, define what success looks like, and support the prospect's team through the evaluation.
Handoff and Feedback Loop: Document the firm's workflow, requirements, and commitments for a clean handoff to onboarding. Bring patterns from the field back to the product team as structured, actionable feedback.
Soraban is the intelligent tax workflow system built for accounting firms — integrated with your stack, and designed to eliminate manual work across intake, prep, and delivery.
Your team didn’t go into accounting to send emails, rename PDFs, and chase signatures. Soraban does that — with AI that’s trained on how firms actually work. Your pros get their time back. Your admins become your client's superheroes. And your firm scales, without the chaos.
