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About the Role
This role involves signing off on AI-prepared tax returns, defining the rules for error detection, and collaborating with the founder and engineers to improve the AI engine. Success means reducing errors, establishing best practices, and improving review efficiency without compromising accuracy.
Responsibilities
- Sign off on AI-prepared 1040, 1065, 1120S, and C corp returns.
- Determine whether returns are signed, sent back, or held.
- Focus on complex areas like K-1 pass-throughs, basis tracking, and multi-state allocations.
- Trace figures back to source documents used by the AI.
- Define edge-case rules, AI error checks, and QA steps with the founder and engineers.
- Write review rules in plain steps, marking them as hard stops or judgment calls.
- Decide which returns require a light pass versus a full read.
- Log AI errors by form, line, and cause with reproducible examples.
- Collaborate with engineering to identify the source of errors and test fixes.
- Ensure compliance with IRS regulations, state guidelines, and Circular 230.
- Identify and document legal tax-optimization strategies for clients.
- Assist in building and mentoring a team of reviewers.
Requirements
- Active US CPA license.
- Valid PTIN.
- Clean disciplinary record.
- 5+ years of experience preparing and reviewing complex individual and small-business returns (1040s with multiple K-1s, S corps, partnerships, C corps, multi-state clients).
- Experience with final sign-off on returns under your own license.
- Proficiency with professional tax software.
- Hands-on experience with automation, OCR, or AI tools on client work.
- Ability to write clear, actionable instructions (checklists, review rules, error reports).
- Demonstrated experience building and running a system (solo practice, tech-enabled firm, or review process).
Skills
- Tax return preparation and review
- AI tool utilization
- Automation
- OCR
- Rule definition
- Quality Assurance
- Compliance
- Tax strategy
- Team mentoring
- Communication
Location
- US-based
- Remote
- Hybrid
Work Type
- Full-time
- Remote
- Hybrid
Experience Level
- 5+ years
Education Level
- CPA license
Benefits
- Founding equity
- No billable-hour tracking
- Real authority
- Direct access to founder and engineering team
About the Company
- A remote, cloud-based accounting firm founded in 2022.
- Offers bookkeeping, tax, and fractional CFO services to owner-operated businesses nationwide.
- Specializes in short-term rentals, campgrounds, and hotels.
- Provides tax planning, equity management, and data engineering services.
- Developing an AI engine to prepare tax returns, allowing CPAs to focus on judgment.