AI & Systems Specialist

This is a fully remote position, open to applicants in Romania, +4 more countries.

📋 Description

• Integrate Karbon practice management, QuickBooks Online, HubSpot, and CCH Axcess utilizing available APIs.

• Implement AI in current processes, such as composing account-manager email responses based on client calls, email threads, notes, and Karbon data.

• Automate ongoing workflows, including the extraction of QuickBooks Online data for client assignments.

• Provide support for AI-assisted initial tax-return reviews using XML output from CCH Axcess.

• Establish and oversee local AI infrastructure and cloud environments like AWS, considering data sensitivity.

• Collaborate with the current MSP provider on IT-related matters.

• Work alongside team members to grasp processes and identify opportunities for AI and automation.

• Take ownership of and advance the firm’s systems and AI strategy.

⛳️ Requirements

• Extensive experience in integrating SaaS systems through APIs and developing automations.

• Practical experience in AI implementation, including the choice between local and cloud tools based on data sensitivity.

• Familiarity with local AI configurations and cloud environments.

• Proficiency in AWS.

• Exceptional spoken and written English skills.

• Capability to convey technical concepts in simple terms and educate non-technical team members.

• Skill in converting business challenges into technical solutions.

• Willingness to align with US hours, working until around 2 PM US Eastern.

• Access to a personal laptop and a dependable high-speed internet connection.

• Experience or interest in accounting and finance is advantageous.

• Familiarity with Karbon, QuickBooks Online, HubSpot, or CCH Axcess is a plus.

• Self-motivated individual who can work autonomously and suggest improved solutions.

• Forward-thinking and eager to grow with a dynamic firm.

🏝️ Benefits

• $3,500 to $4,000 USD per month.

• Full-time independent contractor position.

• Fully remote with location flexibility, provided there is overlap with US Eastern hours until around 2 PM ET.

• 2 weeks of paid vacation.

• 5 sick days.

• Paid time off for Christmas week and the week of July 4th.

• 5 local holidays.

• Personal laptop and reliable high-speed internet connection are required for the role.