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

📋 Description

• Prepare and assess individual income tax returns.

• Recognize tax edge cases, intricate scenarios, and potential product vulnerabilities.

• Compare engine outputs against traditional professional tax software and identify any inconsistencies.

• Leverage tax preparation expertise to influence the product roadmap and user experience.

• Collaborate with engineers to clarify tax regulations and anticipated results.

• Work in close partnership with the founding team at the convergence of tax, technology, and product development.

• Act as a subject matter expert integrated within the engineering team.

⛳️ Requirements

• Certified Public Accountant (CPA) with a focus on taxation; experienced Enrolled Agents (EA) may also be considered.

• Over 6 years of experience in preparing individual tax returns utilizing professional tax software such as Drake, UltraTax, CCH, Lacerte, ProSeries, or equivalent platforms.

• Experience encompassing multiple complete tax seasons (January–April 15).

• Proven experience in reviewing tax returns, not solely in their preparation.

• Strong grasp of U.S. federal individual income tax regulations.

• Capability to convert practical tax workflow experience into actionable UX feedback.

• Comfortable operating within a small, early-stage startup setting.

• Required competencies include Individual Income Tax Preparation, Tax Return Review, U.S. Federal Tax Law, Drake Tax Software, UltraTax, CCH ProSystem fx, Lacerte, ProSeries, Edge Case Identification, Product & UX Feedback, CPA, and Enrolled Agent (EA).