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

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.

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

• Must have 3+ years of overall experience with CCH Axcess, including recent, hands-on use within the past 12 months

• 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

1. CPA or EA designation

2. Prior experience as a software trainer, implementation consultant, or customer success professional

3. Experience working directly with customers or end users of financial/tax software

4. 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.

Highlights

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