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 shape the product roadmap and UX
• Work directly with engineers to explain tax rules and expected outcomes
• Review returns, identify edge cases, and translate real-world tax workflows into product improvements
• Serve as a tax 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
• Experience with 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 and UX feedback, CPA, or 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