Head of Tax Operations | AI-native accounting firm
Listed on 2026-10-30
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Accounting
Tax Accountant, Financial Reporting
Our client is a remote, cloud-based accounting firm offering bookkeeping, tax and fractional CFO services to owner-operated businesses nationwide, including short-term rentals, campgrounds and hotels.
Founded in 2022 by a serial founder, the firm now also covers tax planning, equity management and data engineering.
It’s building an AI engine that prepares returns, so licensed CPAs spend their time on judgment, not data entry.
The firm’s AI engine already prepares 1040, 1065, 1120S and C corp returns, and each needs a licensed CPA’s signature before it reaches the IRS.
Review AI-prepared 1040, 1065, 1120S and C corp returns, and decide under your own license whether each is signed, sent back or held.
Focus where software tends to slip:
Trace figures back to the source documents the engine read.
With the founder and engineers, define the edge-case rules, AI error checks and QA steps around the engine.
Help work out whether a wrong number came from document scanning, a prompt or the schedule logic, then test the fix alongside engineering.
Compliance and tax strategy.
Identify legal tax-optimization strategies for clients and document the reasoning.
Help build and mentor a lean team of fractional or full-time reviewers working from your playbook.
- 5+ years preparing and reviewing complex individual and small‑business returns: 1040s with multiple K-1s, S corps, partnerships, C corps and multi‑state clients
- ~ Professional tax software plus hands‑on use of automation, OCR or AI tools on real client work, and you can explain where their output couldn’t be trusted
- ~ Bonus points
- Handling IRS or state notices for small‑business clients
- Training or reviewing junior, offshore or fractional preparers
- Prompts or automations you set up for tax or accounting work
- Reporting recurring errors to a product team at a tax software, fintech or tech‑enabled firm
- Tax‑planning memos for S corp owners (reasonable compensation, entity choice)
US-based, remote or hybrid
Full-time role with founding equity
Real authority: you set the firm’s tax review standard and own final sign-off
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