Tax Technical Specialist

New York City, NY (primary) · Austin, TX (secondary) · Hybrid · Full-time Compensation: $80,000–$160,000 + equity About the Company A Series A AI company (founded 2022) building an AI-native tax-preparation platform that automates complex tax-return preparation for CPA and accounting firms — turning preparers into reviewers and reviewers into advisors. Strong early traction with a large firm waiting list, high accuracy benchmarks, and rapid revenue growth, backed by top-tier venture investors. Founded 2022 · 11–50 people · Industry: AI Tools / Financial Services The Role Join the Information Architecture team as a tax domain expert shaping the design of an AI-native tax platform. The work sits at the intersection of tax, information architecture, and AI-enabled technology design: translating complex tax concepts (high-net-worth 1040s, partnership K-1s, basis tracking) into a single, opinionated data model — the bridge between the tax brain and the engineering brain. What you'll be doing Translate tax rules, regulatory guidance, and accounting concepts into structured data models, business rules, and computational logic Research complex tax and regulatory guidance from authoritative sources to define requirements, taxonomies, rule sets, and integration workflows for tax automation Build the canonical model: every form, every institution, every line item maps back to one consistent source of truth Explain complex tax and accounting concepts to non-CPA technical stakeholders (architects, engineers, AI engineers) QA system logic to ensure outputs match expected behavior Use AI tools (Claude Code, Codex) daily to accelerate delivery of models and implementation artifacts Tech stack: Excel, Codex, Claude Code Requirements CPA with 2+ tax seasons, high-net-worth focus 1040s, K-1s, partnership returns, basis tracking Beginner+ coding: data structures, OOP, foreign keys Can write algorithms explaining tax logic to non-CPAs AI-native: Claude Code, Codex daily NYC Metro hybrid, Austin secondary Green Flags Tax associate at a boutique high-net-worth shop who has personally built workpapers or automation tools on the side. Coding coursework or self-taught Python. Strong GPA from a solid accounting program. CPA who has already transitioned from tax into automation, dev, or tech-adjacent roles. AI-native daily usage of Claude Code, Codex, Cursor, or comparable. Younger CPA (2-5 years) who is excited to be on the bleeding edge of tax disruption rather than riding out another 15 years of incremental change Can answer the four core tax screening questions: loss limitations, nonpassive activity classifications, grouping elections, basis tracking. Bonus: has personally built workpapers or calculators in prior jobs. Red Flags Pure C-Corp tax background. The role needs high-net-worth and pass-through entity depth (1040s, K-1s, partnerships). Senior tax manager or tax director (10+ years) who likely won't take the comp offered CPA with no coding fluency. Cannot work alongside the engineering team or pseudo-code logic into structured form. AI tourist who has heard of Claude Code or Codex but does not use them daily 10+ years at a Big 4 or similar without lateral curiosity or tech-adjacent signal Why Join Build the canonical tax data model behind an AI-native platform at the bleeding edge of tax disruption Real traction: large firm waiting list, high accuracy benchmarks, rapid revenue growth Top-tier venture backing #J-18808-Ljbffr David Joseph & Company