TaxDome Specialist - Audits, Client Support & Workflow Builds

TaxDome Specialist — Audits, Client Support & Workflow Builds (Ongoing) We're a consulting firm that helps accounting and tax practices get the most out of TaxDome — better pipelines, real automation, and teams that actually use the system. We're growing and looking for a TaxDome specialist to join us on an ongoing basis. What you'll do: Run system audits - Review a prospective client's TaxDome account against our 7-point scorecard (pipelines, automations, client experience, team adoption, CRM hygiene, templates, billing) and join or lead 30-minute audit calls with firm owners. Support retainer clients each month - Handle build and edit requests inside client accounts: pipeline changes, automation setup, email/organizer/task templates, and configuration fixes. Track TaxDome releases - Read every TaxDome update and changelog, write a short plain-English summary of what changed, and flag which clients should adopt which features. Host weekly office hours - Lead a recurring live call (video, screen-share) where client staff bring their TaxDome questions and you answer them on the spot. Respond to support requests -Answer client questions via email within our 4-business-hour response window during US business hours. You're a fit if you: Have real, hands-on TaxDome experience — you've built pipelines and automations, not just used the portal as an end user. Experience inside an accounting or tax firm is a big plus. Understand US tax practice workflows (1040s, business returns, organizers, e-signatures, engagement letters) well enough to talk shop with firm owners. Are confident on camera with strong spoken and written English — you'll be client-facing on live calls, not just behind a ticket queue. Are available for a consistent block of US business hours (we're Central time) for office hours and support coverage. Are organized and self-directed — you'll manage multiple client accounts and we'll trust you to keep them straight. Treat confidentiality seriously. You'll have access to accounting firms' client data; an NDA is required and discretion is non-negotiable. Engagement details: Starting at approximately [10–20] hours/week, with room to grow into a larger role as we add retainer clients. Hourly to start, with a 2–4 week paid trial period. Long-term, this could become a fixed monthly arrangement for the right person. You'll work from our playbooks (audit scorecard, SOP templates) — we're not asking you to invent the service, just deliver it excellently. To apply, please include: A short description of the most complex TaxDome workflow or automation you've personally built (what problem it solved, roughly how it worked). How long you've worked in TaxDome and in what context (your own firm, a client's firm, as a consultant). Your availability in US Central time. Start your proposal with the word "PIPELINE" so we know you read the full post. We'll shortlist quickly, do a short video interview, then a paid test task: a mini-audit of a sandbox TaxDome account using our scorecard.