The Role(s): We're hiring CPAs who want to work at the intersection of tax practice and AI. You'll bring deep, hands-on tax experience to help us build, ship and deploy software that tax professionals rely on every filing season.This is a single application for several open roles. Based on your background and interests, we'll match you to the path that fits best.
What You Could Be Doing: - Be the tax expert in the room: explain complex tax and accounting concepts to engineers, AI experts, designers and sales and customer teams.
- Translate tax into product: turn tax rules, regulatory guidance and real preparer workflows into requirements, data models, business rules and acceptance criteria.
- Work directly with customers: talk to CPA firms to find their highest-impact problems; onboard and train staff; and drive adoption, usage and change management inside their tax prep process.
- Research and stay current: use authoritative sources to define requirements, rule sets and taxonomies, and keep the product current with tax law changes.
- Ship and measure: write PRDs and user stories, define success metrics, verify outputs against tied-out returns, and plan launches with go-to-market and support teams.
- Close the feedback loop: capture edge cases and customer feedback with evidence attached, and partner with AI, data and engineering on fixes.
- Build with AI: use AI tools to speed up your own work, from models and rules to documentation and analys
What you bring: - CPA (EA considered for customer-facing roles)
- 2+ years in public accounting, a CPA or tax services firm, or tax technology
- Hands-on preparation and review of individual and business returns: 1040 required; 1065, 1120-S or 1041 a strong plus
- Strong review and tie-out skills, with the attention to detail that accurate automation depends on
- Clear written and verbal communication, especially explaining tax to non-tax audiences
- Comfortable with modern AI tools and quick to learn new software and workflows
- Excited about using AI to improve how tax work gets done
Nice to Have's - Tax software: CCH Axcess or ProSystem fx, GoSystem, UltraTax, Lacerte, ProConnect, Drake, or OCR tools such as SurePrep 1040SCAN or CCH AutoFlow
- Technical skills: SQL and relational databases, structured data concepts, or expressing business rules in Python, JavaScript or similar
- Product experience: product management in B2B SaaS or fintech, including writing PRDs and shipping and measuring features
- Customer experience: customer success, implementation or client advisory work, including project-managing change at a firm
- Builder mindset: a track record of creating new processes and playbooks in fast-moving environments
What we offer: - 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 NYC (as needed)
