Full-Time

Sr UX Designer

Posted on 9/27/2025

Canopy

Canopy

201-500 employees

Cloud-based practice management for CPAs

No salary listed

South Jordan, UT, USA

Hybrid

Category
UI/UX & Design (5)
, , , ,
Required Skills
Interaction Design
UI/UX Design
Figma
Requirements
  • 5 + years of experience in Product Design, UX Design, or Interaction Design desired.
  • Experience in designing user interfaces for B2B, B2B2C, or B2C fintech applications is a plus.
  • A customer-obsessed attitude and strong empathy for our users.
  • Deep understanding of mobile and web design patterns, responsive design, and accessibility standards.
  • Proficiency in common design tools and methodologies (Figma, Usertesting.com, wireframing, workflow diagrams, etc.).
  • A portfolio of work in which you were the primary designer leading high-impact projects for mobile and desktop. Showcase problem-solving, decision-making, iterating, ideating, prototyping, and overall visual design.
  • Ability to partner directly with product managers and engineers to discover user needs, design solutions, and test your assumptions prior to building.
  • An understanding of the purpose of prototyping as a means to explore and validate design concepts and solutions.
  • The desire to regularly collaborate often with other designers; share, learn, and mentor.
  • Experience conducting user research, usability testing, and translating insights into actionable design improvements.
  • Excellent communication and collaboration skills, with the ability to effectively present and articulate design concepts and decisions.
  • Strong analytical and problem-solving skills, with the ability to translate complex user workflows into intuitive and efficient interactions.
  • A solid understanding of the impact of strong design and have good business intuition.
  • Consistently positive attitude, highly self-motivated, undeterred by challenging feedback or the occasional need to send things back to the drawing board.
  • High bar for quality, and you know what great work looks like.
Responsibilities
  • Embed cross-functionally with product management and engineering to represent the design team, facilitate user-driven discussions, make decisions, and provide feedback in product planning and execution.
  • Collaborate closely with design and product leadership to define your features and contribute to the overall direction of your product area.
  • Set up, lead, and execute customer research and stakeholder interviews with your product manager.
  • Design user narrative flows, prototypes, and high-fidelity visuals and assets.
  • Construct prototypes that accurately portray the designed user interactions.
  • Prepare all assets for engineering handoff to clearly illustrate what needs to be built.
  • Work closely with engineering to ensure the highest quality implementation of the designs and objectives and own every aspect of the design.
  • Collaborate often with other user experience designers to ensure the overall product experience is cohesive and valuable.
  • Construct user interfaces within a design system and component library.
  • Provide guidance and coaching to fellow designers, contributing to the overall skill enhancement of the entire team.
  • Seek input and feedback from a wide range of stakeholders, including product designers, subject matter experts, engineers, product managers, sales, customer support, and marketing, to ensure the development of a cohesive and user-centric experience.

Canopy provides cloud-based practice management software for CPAs and tax professionals. The platform includes tools for document management, client communication, and automation, all accessible via mobile apps. It uses AI features to streamline workflows and enable remote work, and is sold on a subscription model with multiple pricing tiers and optional premium services. Canopy targets small to mid-sized accounting firms seeking to optimize operations and strengthen client relationships. The key differentiators are its industry-focused design for accounting firms, integrated suite of tools (including AI capabilities) in a single cloud platform, and flexible pricing aligned to feature access and user count. The company’s goal is to help firms run more efficiently and deliver better service to clients.

Company Size

201-500

Company Stage

Series C

Total Funding

$252.5M

Headquarters

Eagle Mountain, Utah

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • Viking Global led $70M Series C funding accelerates AI enhancements and acquisitions.
  • Canopy Bookkeeping launched February 11, 2026, enables real-time ledger visibility.
  • Canopy University certification boosts user adoption since May 7, 2025 launch.

What critics are saying

  • Karbon erodes market share with superior automation in 12-24 months.
  • Practice Ignition undercuts modular pricing, forcing switches in 6-12 months.
  • Intuit ProConnect captures tax users with integrated AI in 18-36 months.

What makes Canopy unique

  • Canopy Coworker executes multi-step workflows autonomously for accounting firms.
  • Canopy Notetaker integrates AI meeting transcripts directly into client records.
  • Canopy offers IRS transcript integration and tax resolution tools natively.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Supplemental Benefits

Flexible Paid Time Off

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Utah Business
Jul 25th, 2025
Canopy Secures $70M for AI Innovation

Pelion Venture Partners invested in Canopy to disrupt the $145 billion accounting software market dominated by outdated legacy providers. Canopy's cloud-based platform simplifies tax practice management with intuitive workflows and AI-powered features, enhancing efficiency for accounting professionals. A recent $70 million funding round led by Viking Global validates Canopy's growth, with Pelion excited about its future potential to revolutionize accounting firm operations.

Pequenas Empresas & Grandes Negócios
Jul 18th, 2025
Last day of registrations for 100 STW; NG.CASH raises R$ 150 million: the highlights of the week in the ecosystem.

Among the highlights of this week's newsletter are the fundraisings by NG.CASH, a fintech focused on teenagers and young adults that raised R$ 150 million, and by Canopy, which secured US$ 100 million to acquire software companies.

Wow Partners, Inc.
Jun 24th, 2025
Canopy Secures Seed Funding from SNUIF

Canopy, a real-time payroll service, announced it has secured seed funding from Seoul National University Holdings. The investment amount is undisclosed. Previously, Canopy received pre-seed funding from Hanwha Hotels & Resorts. The investment reflects confidence in Canopy's payroll technology and financial service expansion. Canopy plans to enhance its technology and expand into domestic and international markets, including Southeast Asia, where financial accessibility is low.

Canopy
May 7th, 2025
Improve Your Accounting Practice with Canopy Certifications

May 7, 2025 - SALT LAKE CITY - Canopy, the leading practice management platform for accounting firms, today announced the launch of Canopy University, a new certification and training program designed to help customers use the Canopy platform with greater confidence and skill.

Finance Director Europe
Apr 30th, 2025
Canopy raises $70m to expand AI accounting platform for mid-sized firms

Canopy, a software provider focused on transforming accounting firm operations through artificial intelligence (AI), has raised $70m in a Series C funding round led by Viking Global Investors.

INACTIVE