Forward Deployed Accountant – Tax Technologist

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate closely with TaxGPT clients to analyze tax and accounting workflows, pinpoint challenges, and establish success metrics.

• Create, pilot, and implement AI-driven tax workflows for research, document analysis, support preparation, review, memos, planning, and client-related tasks.

• Configure TaxGPT in alignment with firm processes and strengthen workflows for peak busy seasons.

• Oversee implementation and change management through kickoffs, rollout strategies, training sessions, and robust playbooks.

• Identify workflow challenges with clients and devise effective solutions.

• Collaborate with sales, customer success, and product teams on complex activations, ROI assessment, adoption, and growth opportunities.

• Highlight recurring prompts, failure modes, edge cases, training deficiencies, and capability gaps for the product and engineering development roadmap.

• Develop templates, evaluations for real tax tasks, onboarding materials, and implementation strategies for future firms.

• Travel to client offices and industry events when in-person engagement enhances the work.

• Participate in periodic company gatherings at the San Francisco headquarters.

⛳️ Requirements

• Minimum of 3 years of experience in public accounting, tax, firm operations, client accounting services, or a related field.

• In-depth understanding of the operations of accounting firms.

• Demonstrated ability to educate and facilitate change.

• Comfortable working with returns, research memos, document packages, review notes, and navigating busy-season challenges.

• Strong inclination for action in uncertain situations.

• Technical proficiency with modern AI tools and tax/accounting software.

• Clear and concise communication skills with a focus on collaborative teamwork.

• Willingness to travel as required by client engagements.

• Active CPA, EA, or progress towards one is advantageous.

• MST or strong specialization in tax is a plus.

• Experience with tax or accounting software implementation, such as CCH Axcess, Thomson Reuters, Lacerte, UltraTax, or Drake is desirable.

• Background in tax technology, firm transformation, AI enablement, professional services implementation, or solutions consulting is beneficial.

• Experience in early-stage startups or in developing operational playbooks is a plus.

• Familiarity with AI copilots, retrieval workflows, and prompt/eval loops is advantageous.

• Experience in leading training initiatives, change management, or process enhancements within a firm is a plus.

🏝️ Benefits

• Variable compensation ranging from $20,000 to $24,000 (20%).

• Comprehensive medical, dental, and vision coverage.

• 401(k) plan with matching contributions.

• Life insurance benefits.

• Equity opportunities.

• Remote-first work environment from anywhere in the U.S.

• Customer travel as necessary and occasional time spent at the San Francisco headquarters.

• Direct access to leadership, product strategy, and AI tax workflow adoption initiatives.

• Opportunity for a high-impact founding role in a forward-deployed function.

• Rapid feedback cycles, genuine ownership, and cross-functional collaboration.