Contract Tax Software Trainer (Freelance/Ad Hoc - Open to US-based Candidates)

Remote
- Plainsboro, New Jersey, United States

We are seeking a Contract Tax Software Trainer with expertise in CCH Axcess Tax or similar cloud-based tax software to deliver engaging and efficient virtual training on tax software solutions.

Job description

We are a leading learning services firm specializing in Learning & Development (L&D) staff augmentation. Through our Learning Talent service line, we partner with global organizations to connect them with high-caliber training professionals on a flexible, contract basis.

One of our long-standing clients—a premier provider of tax, audit, and compliance software—relies on us to identify experts who can deliver high-impact product training to their customers.

We’re currently expanding our network of freelance training professionals to support on-demand virtual delivery engagements.

Location: United States (Remote)
Type: Contract / Freelance / Ad Hoc Projects
Compensation: Competitive hourly rate (commensurate with experience)

About the Role

You will deliver engaging, software-focused training sessions to the client’s customers, helping them understand and effectively use complex tax or audit applications. These are virtual, web-based sessions that occur on an ad hoc basis, depending on customer need.

This is not a full-time role. It is ideal for freelancers, semi-retired professionals, or independent consultants who enjoy teaching and are seeking flexible, remote work that leverages their domain and software expertise.

Job requirements

Who we are looking for

You’re a great fit if you:

Have 3+ years of hands-on experience in tax or audit within a public accounting firm, corporate tax department, or equivalent environment
Have used or trained others on one or more of the following software platforms:
- CCH Axcess, ProSystem fx, CCH Engagement, CCH IntelliConnect
- Other major tax/audit preparation or research tools
Have experience in training, onboarding, or customer education—whether formal or informal
Are confident delivering live, remote product training using platforms like Zoom, WebEx, or MS Teams
Are US-based and available for ad hoc freelance work during standard business hours

Nice to Have

CPA or EA designation
Prior experience as a software trainer, implementation consultant, or customer success professional
Experience working directly with customers or end users of financial/tax software
Background in adult learning, instructional design, or technical communication

What we offer

Fully remote, flexible contract work—scheduled in advance, based on your availability
The opportunity to apply your tax/audit expertise in a new, rewarding context
Competitive compensation per engagement
Access to future freelance opportunities with top-tier L&D clients

How to apply

If you meet the qualifications and are interested in joining our extended network of freelance professionals, please apply, we would love to hear from you!

We look forward to learning more about your experience and how you can support our client’s learners.

My information

Fill out the information below

Full name

Email address

Phone number

CV or resume

Upload your CV or resume file

Upload a file or drag and drop hereAccepted files: PDF, DOC, DOCX, JPEG and PNG up to 50MB.

Cover letter

Upload your cover letter

Upload a file or drag and drop hereAccepted files: PDF, DOC, DOCX, JPEG and PNG up to 50MB.

Questions

Please fill in additional questions

Important: Pre-Screening Questions Required

We require all applicants to complete the pre-screening questions included in this application as the first step in the interview process. We understand some details may be in your resume, which will be reviewed in full. Your responses are crucial for us to accurately assess your fit for the role.

Thank you for your cooperation!

Where are you currently located?

This is a contract position, meaning you would be engaged as an independent contractor and not as an employee of any company. Are you willing to work as a freelance, independent contractor?

Yes

Experience with Tax Software: Please describe your experience using tax software, specifically CCH Axcess Tax or similar cloud-based tax solutions. How have you applied this software in your previous roles, and what aspects do you feel most comfortable teaching to others?

Training Experience: Training others is a key part of this role. Can you share an example of a time when you led a training session on tax software or similar tools? What strategies did you use to engage your learners and ensure they successfully understood the software?

Hands-on Tax Experience: Please describe your experience preparing or reviewing tax returns, whether for individual or corporate clients. How has this hands-on experience shaped your approach to teaching tax software?

Adapting to Different Learning Needs: Given the varied backgrounds of learners, how do you adjust your teaching style when training tax professionals who may have different levels of experience with the software? Can you provide an example of how you've tailored training to meet the needs of diverse learners?

Managing Ad-Hoc, Flexible Work: This role offers flexibility in scheduling, with work based on seasonal demand. How do you manage your time and workload when working in a contract or freelance capacity, especially when training sessions vary in frequency and scope? Can you share a specific example of how you’ve successfully handled a similar work setup?

Please share your desired hourly pay rate.

Is this rate negotiable?

Yes

If selected, what is your availability to start in this new role?

Please feel free to share a 2-minute video to introduce yourself and why you are interested in and qualified for this role.

Contract Tax Software Trainer (Freelance/Ad Hoc - Open to US-based Candidates)

Job description

Job requirements

All done!