๐ 12 days ago
Prepare and review individual tax returns, test tax software against real-world edge cases, and work with engineers and founders to translate tax expertise into product and UX improvements.
Tax Expert (CPA or EA)
๐ 12 days ago
Individual Income Tax PreparationTax Return ReviewUS Federal Individual Income TaxDrake
๐ Description
- Prepare and review individual income tax returns.
- Identify complex tax scenarios and edge cases that challenge the product.
- Compare engine outputs with professional tax software and flag discrepancies.
- Use tax preparation experience to inform product roadmap and UX improvements.
- Explain tax rules and expected outcomes to engineers.
๐ ๏ธ Requirements
- Certified Public Accountant (CPA) with a tax-focused career (not audit, payroll, or bookkeeping). Experienced Enrolled Agents (EA) may also be considered.
- 6+ years of experience preparing individual tax returns using professional tax software such as Drake, UltraTax, CCH, Lacerte, ProSeries, or similar platforms, across multiple full tax seasons (JanuaryโApril 15).
- Experienced reviewing tax returns, not just preparing them.
- Strong understanding of U.S. federal individual income tax.
- An eye for product and user experience, with the judgment to translate hands-on tax workflow experience into concrete UX feedback.
- Comfortable working in a small, early-stage startup environment.
- 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, Enrolled Agent (EA), Startup Environment
- Must-have skills
- CPA, tax return preparation, Tax Softwares
- Good-to-have skills
โจ Benefits
- Meaningful ownership over how a modern tax platform gets built, not just how one return gets filed.
- Equity, on a sliding scale for candidates flexible on base compensation.
- Direct, ongoing collaboration with the founders and engineering team.
- A seat at the table shaping the product ahead of the upcoming tax season.
Full job description
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ต๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ญ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ต๐ฌ-๐ญ๐ฑ๐ฌ ๐๐ฃ๐)
Experience: 6+ yrs
Location: United States
Job Type: Full-time
Seeking tax experts who have lived through tax seasons firsthand and want to help shape the future of tax accounting. You'll work closely with the founding team to review returns, identify edge cases, and translate real-world tax workflows into product improvements. This is not a traditional accounting firm role; you'll bring your tax expertise into the product-building process, working at the intersection of tax, technology, and product, effectively serving as a subject matter expert embedded on the engineering team.
Requirements
Key Responsibilities
- Prepare and review individual income tax returns.
- Identify tax edge cases, complex scenarios, and ways to break the product.
- Validate engine output against legacy professional tax software (UltraTax, CCH, Drake, Lacerte, ProSeries, or similar) and flag discrepancies.
- Bring your tax preparation experience to help shape the product roadmap and UX.
- Work directly with engineers to explain tax rules and expected outcomes.
Qualifications
- Certified Public Accountant (CPA) with a tax-focused career (not audit, payroll, or bookkeeping). Experienced Enrolled Agents (EA) may also be considered.
- 6+ years of experience preparing individual tax returns using professional tax software such as Drake, UltraTax, CCH, Lacerte, ProSeries, or similar platforms, across multiple full tax seasons (JanuaryโApril 15).
- Experienced reviewing tax returns, not just preparing them.
- Strong understanding of U.S. federal individual income tax.
- An eye for product and user experience, with the judgment to translate hands-on tax workflow experience into concrete UX feedback.
- Comfortable working in a small, early-stage startup environment.
Benefits & Perks
- Meaningful ownership over how a modern tax platform gets built, not just how one return gets filed.
- Equity, on a sliding scale for candidates flexible on base compensation.
- Direct, ongoing collaboration with the founders and engineering team.
- A seat at the table shaping the product ahead of the upcoming tax season.
Required Skills
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, Enrolled Agent (EA), Startup Environment
Must-have skills
CPA, tax return preparation, Tax Softwares
Good-to-have skills
U.S. Federal Tax Law, Edge Case Identification, Drake Tax Software
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