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About the Role
Black Ore is seeking a Forward Deployed Accountant (FDA), a CPA embedded within customer tax workflows, to serve as the primary point of contact for onboarding, training, issue resolution, and process improvement. This role supports the full customer lifecycle, from pre-sale technical expertise to post-signature adoption and renewal, while also providing crucial product feedback to the R&D team. It's an ideal position for experienced public accountants interested in the intersection of tax practice and AI.
Responsibilities
- Own book of accounts end-to-end, running kickoff, project plans, and weekly cadences.
- Drive adoption and change management by training staff and embedding the product into workflows.
- Monitor platform usage and proactively re-engage accounts at risk of renewal.
- Support the sales team pre-sale by joining demos and prospect calls as the tax-domain expert.
- Flag expansion signals to Account Executives when firms approach capacity.
- Capture edge cases and user feedback, partnering with AI/Data/Engineering on resolutions.
- Configure and verify environments, roles, and readiness checks against success criteria.
Requirements
- CPA or EA credential
- 3+ years of experience preparing tax returns
- 2+ years of 1040 experience: Hands-on 1040 prep/review in a CPA or tax services setting
- Familiarity with tax software such as CCH Axcess Tax, CCH ProSystem fx, Thomson Reuters GoSystem, UltraTax, Intuit ProConnect, Lacerte, ProSeries, Drake
- Detail-oriented with strong tax review/tie-out skills
- Comfortable in front of customers across the lifecycle, building trust and managing expectations
- Clear written and verbal communication skills for internal and external stakeholders
- Strong organization and project management skills to plan, track, and deliver against timelines
- Tech-savvy with modern AI tools and quick to learn new products and workflows
- 2+ years of 1065 experience: Hands-on 1065 prep/review with large, complex partnerships (Preferred)
- Prior use of OCR solutions like SurePrep 1040SCAN, CCH AutoFlow, GruntWorx (Preferred)
- Experience with portal & document management systems such as CCH, Thomson Reuters, SafeSend (Preferred)
- Prior customer-facing experience (CSM, implementation, client-advisory) alongside tax practice (Preferred)
- History of creating new processes and playbooks in fast-moving environments (Preferred)
Skills
- Tax preparation
- Tax compliance
- Customer onboarding
- Customer training
- Change management
- Project management
- Sales support
- Product feedback
- AI tools
- Customer relationship management
Location
- Austin
- New York City
Work Type
- Full-time
Experience Level
- 3+ years of tax return preparation experience
- 2+ years of 1040 experience
- 2+ years of 1065 experience (Preferred)
Education Level
- CPA or EA credential
Salary/Compensations
- Competitive salary and equity based compensation
Benefits
- Best-in-Class health benefits
- Platinum, 100% Employer-paid medical, dental and vision insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Additional Health programs (One Medical, Talkspace, Kindbody)
- 401K
- Roth 401k
- Other employer sponsored investment benefits
- Parental Leave
- Unlimited PTO
- Relocation support
About the Company
- Black Ore is building the leading AI platform for financial services, with its flagship offering Tax Autopilot automating tax preparation and compliance using proprietary AI agents.
- Founded in 2022, the company has secured $60 million in early-stage funding from prominent investors including a16z, Founders Fund, and General Catalyst.
- The team has an ambitious vision to transform how businesses and consumers interact in financial services.
- The company values team members with an Owner Mentality, Mission Driven passion for AI/ML, Intellectual Curiosity, and a Team Oriented approach.