Tax Form Data Specialist - Temp

Canopy is a fast-growing SaaS company in South Jordan, Utah building simple, efficient software for accounting firms. We are looking to revolutionize the accounting space with modern, user-friendly software for a neglected industry. 

Our goal is to help our clients unlock the firm they’ve always wanted with our Practice Management Suite. We place strong emphasis on delighting our customers, spotting and solving problems, and being good people along the way. 

Click here to see why our clients love Canopy.

Interested in learning more about Canopy & the industry? Check out our blog here where you can find great information on our product features, industry news, practice management, and more!

Reporting to the SME Product Manager, 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.  

• →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

• 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.

• 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

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