Tax Expert, CPA / EA

Job Description:

• 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 and flag discrepancies
• Bring tax preparation experience to help shape the product roadmap and UX
• Work directly with engineers to explain tax rules and expected outcomes
• Collaborate closely with the founding team at the intersection of tax, technology, and product
• Serve as a subject matter expert embedded on the engineering team

Requirements:

• Certified Public Accountant (CPA) with a tax-focused career; 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
• Experience across multiple full tax seasons (January–April 15)
• Experience reviewing tax returns, not just preparing them
• Strong understanding of U.S. federal individual income tax
• Ability to translate hands-on tax workflow experience into concrete UX feedback
• Comfortable working in a small, early-stage startup environment
• Required skills include 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, and Enrolled Agent (EA)

Benefits:

• Equity, on a sliding scale for candidates flexible on base compensation
• Meaningful ownership over how a modern tax platform gets built
• Direct, ongoing collaboration with the founders and engineering team
• A seat at the table shaping the product ahead of the upcoming tax season