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

📋 Description

• Prepare and assess individual income tax returns.

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

• Validate the engine's output against established professional tax software and report any discrepancies.

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

• Collaborate directly with engineers to clarify tax regulations and expected results.

• Review tax returns, identify edge cases, and convert real-world tax workflows into product enhancements.

• Act as a tax 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 similar platforms.

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

• Background in reviewing tax returns, not merely in preparing them.

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

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

• Comfortable operating in a small, early-stage startup environment.

• Experience with 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 and UX feedback, CPA, or Enrolled Agent (EA).