Head of Tax Operations

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

📋 Description

• Review 1040, 1065, 1120S, and C corporation returns prepared by AI.

• Use your license to determine whether returns are signed, returned, or held.

• Analyze K-1 pass-throughs, basis tracking, and allocations across multiple states.

• Trace figures back to the original documents processed by the AI engine.

• Collaborate with the founder and engineers to establish edge-case rules, AI error checks, and quality assurance procedures.

• Document procedures in clear terms, distinguishing between hard stops and judgment calls.

• Assess which returns should undergo a light review versus a thorough examination.

• Record AI engine errors by form, line, and reason, providing reproducible examples.

• Assist in identifying the source of errors, whether from document scanning, prompts, or scheduling logic.

• Test solutions in collaboration with the engineering team.

• Ensure adherence to IRS regulations, state laws, and Circular 230 standards.

• Identify legal tax-optimization strategies and provide documented reasoning.

• Build and mentor a streamlined team of fractional or full-time reviewers.

• Collaborate closely with the founder and engineering team to enhance the AI accounting product.

⛳️ Requirements

• Active US CPA license, a valid PTIN, and a clean disciplinary history.

• Over 5 years of experience in preparing and reviewing complex individual and small-business tax returns.

• Proficient in handling 1040s with multiple K-1s, S corporations, partnerships, C corporations, and multi-state clients.

• Experience in final sign-off under your own license, without oversight from a partner.

• Familiarity with professional tax software.

• Practical experience utilizing automation, OCR, or AI tools on actual client work.

• Capability to articulate situations where automation, OCR, or AI outputs may be unreliable.

• Proficiency in creating instructions, checklists, review guidelines, or error reports that others can follow.

• Experience in building and managing operations, such as a solo practice, an early position at a tech-enabled firm, or managing a review process throughout a full filing season with significant volume.

• Bonus: Experience with IRS or state notices for small-business clients.

• Bonus: Experience in training or reviewing junior, offshore, or fractional preparers.

• Bonus: Experience creating prompts or automations for tax or accounting tasks.

• Bonus: Experience reporting recurring errors to a tax software, fintech, or tech-enabled firm product team.

• Bonus: Experience in drafting tax-planning memos for S corporation owners.

🏝️ Benefits

• US-based position, offering remote or hybrid work options.

• Full-time role with equity in the founding company.

• No tracking of billable hours: performance is assessed based on output, leverage, and accuracy.

• Significant authority: you define the firm’s tax review standards and are responsible for final sign-off.

• Direct interaction with the founder and engineering team, allowing your feedback to influence product development.