Tax Specialist (CPA) for high growth start-up

We're looking for a CPA with 4+ years of experience to join a team building AI that automates tax preparation end to end — from document intake and data extraction to return filing. Our AI agents process K-1s, 1040s, and business returns autonomously: extracting data, validating against tax logic, and exporting directly into Lacerte, CCH, UltraTax, and Drake. We're an early-stage, seed-funded team that spun out of Amazon's AGI org, already in production with paying accounting firms, and backed by tier-1 investors. We need a CPA who will file returns through our affiliated tax practice, own customer relationships with the firms using our product, and work alongside engineering to make the AI more accurate.

THE ROLE

This is not a traditional tax prep role and it's not a pure product role. You'll file real returns, manage real client relationships, and use that experience to improve what we're building. Tax Practice Prepare and file individual (1040), trust (1041), partnership (1065), S-corp (1120S), and C-corp (1120) returns for mid-market clients through our affiliated tax practice. This is the foundation of the role — real engagements, real complexity. Customer Success Own customer onboarding and success: lead calls with accounting firms to drive adoption, answer technical questions about product functionality and tax treatment, and build the relationships that drive retention. Translate customer feedback and practitioner pain points into actionable product improvements, working directly with engineering and design. Create and maintain customer-facing documentation, training materials, and support resources grounded in real tax workflows. Work directly with our engineering team to improve the AI: Review AI-generated results against your own tax knowledge — validating extractions, identifying logic gaps, and flagging edge cases the system misses Provide labeled examples and feedback loops that improve accuracy and reliability across entity types and return types Collaborate with engineers to map form fields, dependencies, and validation logic across tax schemas Recommend improvements to document intake, review workflows, and client deliverables based on how real firms actually operate Serve as the tax subject matter expert within a cross-functional AI team — the person who knows whether the output is right, and why

WHO YOU ARE

4+ years of hands-on tax preparation and review experience — ideally across individual, business, and trust returns for mid-market clients. You've prepared and filed 1040s, 1065s, 1120s, and 1120Ss. This isn't a role for someone who's moved away from return work. Working knowledge of partnership and corporate tax workflows: K-1 processing, basis calculations, multi-state filing Comfortable using professional tax software (Lacerte, UltraTax, CCH, ProSeries) and curious about how these systems work under the hood You can explain a complex tax treatment to a firm partner and walk a new user through software with equal clarity You want to work with engineers and data scientists — not just use the tools they build, but shape them You're comfortable in a startup where your job title barely scratches the surface of what you actually do

EVEN BETTER IF YOU HAVE

Opinions (strong ones) about CCH Axcess, Lacerte, GoSystem, or UltraTax — and what they get wrong Deep K-1 experience: footnote handling, Box 20 Code Z, K-3s, cross-entity reconciliation Deep understanding of tax form structure, common exceptions, and supporting documentation requirements Familiarity with SurePrep, Gruntworx, SafeSend, or practice management tools like Karbon, Canopy, or TaxDome Experience in firm operations, CAS workflows, or interest in AI/automation within accounting Prior experience in product, QA, or customer success at a tech company — especially in tax tech or fintech Relationships with Top 100 accounting firms

WHY JOIN

Early stage, big market. You'll have direct influence on the product, the customer experience, and the company direction. If you're a CPA who wants to help build the tools the profession actually needs, we'd like to talk.

WHAT WE OFFER

$100K–$140K base salary + equity Health, dental, and vision coverage In-person work in San Francisco Direct influence on product and company direction A team that values craft, clarity, and shipping things that work #J-18808-Ljbffr Stealth Startup