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About the Role

Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.

Responsibilities

Be the tax expert in the room: explain complex tax and accounting concepts to engineers, AI experts, designers and sales and customer teams.
Translate tax into product: turn tax rules, regulatory guidance and real preparer workflows into requirements, data models, business rules and acceptance criteria.
Work directly with customers: talk to CPA firms to find their highest-impact problems; onboard and train staff; and drive adoption, usage and change management inside their tax prep process.
Research and stay current: use authoritative sources to define requirements, rule sets and taxonomies, and keep the product current with tax law changes.
Ship and measure: write PRDs and user stories, define success metrics, verify outputs against tied-out returns, and plan launches with go-to-market and support teams.
Close the feedback loop: capture edge cases and customer feedback with evidence attached, and partner with AI, data and engineering on fixes.
Build with AI: use AI tools to speed up your own work, from models and rules to documentation and analysis.

Requirements

CPA (EA considered for customer-facing roles)
2+ years in public accounting, a CPA or tax services firm, or tax technology
Hands-on preparation and review of individual and business returns: 1040 required; 1065, 1120-S or 1041 a strong plus
Strong review and tie-out skills, with the attention to detail that accurate automation depends on
Clear written and verbal communication, especially explaining tax to non-tax audiences
Comfortable with modern AI tools and quick to learn new software and workflows
Excited about using AI to improve how tax work gets done

Skills

Tax software: CCH Axcess or ProSystem fx, GoSystem, UltraTax, Lacerte, ProConnect, Drake, or OCR tools such as SurePrep 1040SCAN or CCH AutoFlow
Technical skills: SQL and relational databases, structured data concepts, or expressing business rules in Python, JavaScript or similar
Product experience: product management in B2B SaaS or fintech, including writing PRDs and shipping and measuring features
Customer experience: customer success, implementation or client advisory work, including project-managing change at a firm
Builder mindset: a track record of creating new processes and playbooks in fast-moving environments

Experience Level

2+ years in public accounting, a CPA or tax services firm, or tax technology

Education Level

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) and Flexible Spending Account (FSA)
Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
401K, Roth 401k and other employer sponsored investment benefits
Parental Leave
Unlimited PTO
Relocation support to NYC (as needed)

About the Company

Founded in 2022, we launched with $60 million in early stage funding from some of the world’s leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).
Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services.
We’re looking to hire strong team members to grow the team.
Some of the traits we look for are: Owner Mentality - Desire to take initiative, identify problems, and implement solutions
Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
Team Oriented - Ability to collaborate respectfully and put the team above the self