Forward Deployed Accountant​/Tax Technologist

We’re looking for a customer-embedded tax professional who can turn TaxGPT into production-ready workflows inside accounting firms: someone who speaks fluent tax, redesigns how work gets done, and feeds what they learn straight back into product.

Remote (US)
· Travel Required (Approximately 30–40%)
· Full Time
· Base Pay $100,000 to $120,000 + Variable Compensation $20,000 to $24,000 (20%)

TaxGPT is building the intelligence layer for tax. We’ve partnered with over 5,000 firms and 6,000+ businesses, from lean CPA firms to global enterprises, to redefine how professionals research, collaborate, and execute tax workflows using AI. Recently named one of Business Insider’s 30 Early-Stage Startups Most Likely to Become Tech’s Next Unicorns, we’re scaling the operating system for tax, accounting, and advisory firms.

You will join as a founding Forward Deployed Accountant / Tax Technologist, our version of the forward-deployed role pioneered in AI companies, adapted for tax and accounting. You will embed with TaxGPT customers (CPA firms, tax practices, and finance teams), map how work actually moves through the firm, configure and operationalize TaxGPT against those workflows, train teams to adopt, and surface field patterns that shape our product roadmap.

This is not a pure software engineering role, and it is not classic customer success. You bring accounting and tax judgment into the room, redesign workflows with AI in the loop, and close the gap between what the product can do and what the firm needs done during research, prep, review, planning, and client delivery. You move quickly from discovery to durable playbooks, under tight feedback loops with real users and real client work.

If you thrive in ambiguity, earn trust with partners and preparers alike, and want to help write how tax firms adopt AI, this is for you.

• 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.

• 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…