Forward Deployed Accountant

About us

Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.

Founded in 2022, we launched with $60 million in early stage funding from some of the world's leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).

Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services. We're looking to hire strong team members to grow the team. Some of the traits we look for are:

• Owner Mentality - Desire to take initiative, identify problems, and implement solutions
• Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
• Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
• Team Oriented - Ability to collaborate respectfully and put the team above the self

Qualifications

The Role

We're hiring a Forward Deployed Tax Engineer to partner with customers during onboarding and ensure day-one success. You'll lead a structured implementation that transitions teams from prior solutions, configures their Black Ore instance, runs readiness and performance checks, maintains a tight feedback loop between our R&D and GTM teams, and trains end users so they're productive immediately. This is a cross-functional role for someone with a strong tax background who builds trust with customers and internal stakeholders alike.

What You'll Do

• Own onboarding: Run kickoff, project plan, and weekly cadence; keep timelines and expectations clear.
• Configure & connect: Set up environments, SSO/roles, and integrations; verify data flows and basic controls.
• Readiness & performance checks: Execute structured test plans on representative workflows; document results against agreed success criteria.
• Issue triage & feedback loop: Capture edge cases and user feedback; file crisp tickets and partner with AI/Data/Engineering on resolutions.
• Enablement: Deliver training, quick-reference guides, and best practices; prepare admins and practitioners for go-live.
• Handoff & scale: Establish exception workflows and dashboards; transition to Customer Success with clear operating playbooks.

Basic Qualifications

• 6-10+ years of experience: Most recently as a Tax Manager or Senior Tax Manager in public accounting
• 4+ years of 1040 experience: Hands-on 1040 prep/review in a CPA or tax services setting.
• Tax Software Experience: Familiarity with some of the following: CCH Axcess Tax, CCH ProSystem fx, Thomson Reuters GoSystem, Thomson Reuters UltraTax, Intuit ProConnect, Intuit Lacerte, Intuit ProSeries, Drake.
• Detail Oriented: Strong tax review/tie-out skills to ensure accurate automation and reliable results.
• Commercial: Able to communicate with customers, build trust, and manage expectations.
• Written/Verbal Communication: Clearly articulate findings and next steps to both internal and external stakeholders.
• Organization & Project Management: Plan, track, and deliver against an implementation timeline with clear ownership.
• Tech-Savvy: Comfortable with modern tools (e.g., ChatGPT) and quick to learn new products and workflows.

Preferred Qualifications

• Credential: CPA or EA.
• 2+ years of 1065 experience: Hands-on 1065 prep/review in a CPA or tax services setting, working with large, complex partnerships
• OCR Solution Experience: Prior use of legacy scan-and-populate tools such as SurePrep 1040SCAN, CCH AutoFlow, GruntWorx (required).
• Portal & Document Management Experience: Experience with leading tax DMS/portal solutions (e.g., CCH, Thomson Reuters, SafeSend, and comparable firm systems).
• Modern AI/Automation Exposure: Experience adopting new AI-driven tax solutions; strong user of productivity/AI tools.
• Entrepreneurial/Process Builder: History of creating new processes/playbooks in fast-moving environments.

What We Offer (for U.S. Based Employees)

• Competitive salary and equity based compensation
• Best-in-Class health benefits
  • Platinum, 100% Employer-paid medical, dental and vision insurance
  • Health Savings Account (HSA) and Flexible Spending Account (FSA)
  • Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
• 401K, Roth 401k and other employer sponsored investment benefits
• Parental Leave
• Unlimited PTO
• Relocation support to Austin, NYC or SF (as needed)
• WFH stipend to support your home office needs