Note: The job is a remote job and is open to candidates in USA. TaxGPT is hiring a Forward Deployed Accountant / Tax Technologist to embed with accounting and tax firms and operationalize AI-powered workflows. The role includes mapping firm processes, configuring and implementing TaxGPT, training teams, and relaying customer insights to product and engineering.
Responsibilities
- Embed with TaxGPT customers to map tax and accounting workflows, de-risk constraints (process, systems, seasonality, risk), and define crisp success metrics for each deployment
- Design → pilot → operationalize AI-powered tax workflows: configure TaxGPT around firm processes for research, document analysis, prep support, review, memos, planning, and client work, then harden those workflows so they hold up in busy season
- Lead implementation and change: run kickoffs, build rollout plans, train partners, managers, preparers, and ops staff, and hand off durable playbooks and champions so wins scale beyond one engagement
- Work inside the product with customers: diagnose where a workflow breaks, find practical workarounds, stay on the problem until the firm can run it confidently day to day
- Partner with sales, success, and product on high-value accounts: support complex activations, prove ROI (time saved, quality lifted, capacity unlocked), and help turn strong deployments into deeper adoption and expansion
- Surface field patterns (recurring prompts, failure modes, edge cases, training gaps, and missing capabilities) and feed them into TaxGPT’s product and engineering roadmap with concrete, reproducible examples
- Build the forward-deployed playbook for TaxGPT: templates, evals of real tax tasks, onboarding kits, and implementation patterns that make the next firm faster than the last
- Travel to customer offices and industry events when in-person presence will improve the work; join periodic company gatherings at our San Francisco headquarters
Skills
- 3+ years in public accounting, tax (prep, review, planning, consulting or compliance), firm operations, client accounting services, or a closely related role, ideally inside a CPA firm or tax practice
- Deep fluency in how accounting firms operate; you can speak credibly with a managing partner, a tax manager, a preparer, and an ops lead in the same week
- Proven ability to teach and drive change: you explain a new workflow plainly, notice when someone is lost, and adjust without making them feel behind
- Comfort getting into the details of returns, research memos, document packages, review notes, and busy-season bottlenecks, and using judgment to redesign them with AI
- Strong bias for action under ambiguity: you scope open-ended problems, ship a workable process fast, measure what matters, and iterate with real users
- Technical fluency with modern AI tools and tax/accounting software, not as a software engineer, but as someone who can configure products, learn systems quickly, and collaborate with product and engineering
- Clear, concise communication; low-ego collaboration; appetite for pairing in person with customers and teammates
- Active CPA, EA, or progress toward one; MST or strong tax specialization is a plus
- Experience implementing tax or accounting software (e.g., CCH Axcess, Thomson Reuters, Lacerte, UltraTax, Drake, practice-management or document systems)
- Prior role in tax technology, firm transformation, AI enablement, professional-services implementation, or solutions consulting
- Early-stage startup experience, or a track record of building the playbook while doing the work
- Familiarity with how AI copilots, retrieval workflows, and prompt/eval loops show up in professional services (you don't need to build the models; you need to make them useful in tax work)
- Experience leading training programs, change management, or process improvement inside a firm
Benefits
- Variable Compensation $20,000 to $24,000 (20%)
- Equity
- Comprehensive medical, dental, and vision
- 401(k) with match
- Life insurance
- Remote-first: Work from anywhere in the U.S., with customer travel as needed and occasional time at our San Francisco headquarters
- Direct visibility into leadership, product strategy, and how thousands of firms adopt AI tax workflows
- High-impact founding seat on a forward-deployed function you help define
- High-trust, high-output team with fast feedback loops, real ownership, and cross-functional collaboration
Company Overview
Company H1B Sponsorship