Part-Time US Tax Pro — AI-Driven Filing & Strategy

About Visory

At Visory, we're rebuilding how SMBs run their financial back-office. Most small and medium businesses already have the data – what they lack is clarity. By combining an agent-first workflow platform, frontier AI, and the judgment of world-class finance experts, we turn financial operations into insight, strategy, and confident decision-making.

We're leading a new category of Service-as-a-Software businesses. Most software puts tools in customers' hands. We deliver the work itself. Agents sit at the core of every workflow; our experts focus on what only humans do best – judgment, relationships, and quality.

Visory is VC-backed and scaling fast, with a global team across Australia, New Zealand, and the United States. This role sits within our growing US tax practice.

Role Overview

We're looking for an experienced US tax professional to join Visory on a part-time basis, delivering both tax filing and tax strategy work to our US customer base. You'll prepare and review returns while also advising clients on proactive, forward-looking tax planning – helping small and medium business owners keep more of what they earn, not just stay compliant.

This is a flexible, part-time engagement suited to a practitioner who wants meaningful client work without the overhead of running their own book of business, and who's curious about working alongside an AI-powered platform that handles the repetitive parts of compliance so you can spend your time on judgment and client relationships.

The Responsibilities

Tax Filing & Compliance- Prepare and review federal and state tax returns for individuals and small businesses (1040, 1120/1120-S, 1065, and related schedules)
- Ensure accuracy and completeness of working papers and supporting documentation ahead of filing
- Stay current on IRS and state tax law changes and apply them correctly across client work

Tax Strategy & Advisory
- Identify tax-saving opportunities and proactive planning strategies for clients across entity structuring, deductions, credits, and timing of income/expenses
- Advise clients on the tax implications of business decisions (entity election, compensation structuring, retirement planning, etc.)
- Translate complex tax concepts into clear, actionable guidance for non-technical business owners

Quality & Platform Collaboration
- Review AI-assisted draft returns and work papers for accuracy before client delivery, flagging errors or edge cases
- Share practitioner feedback that helps improve Visory's AI-powered workflow platform over time
- Maintain professional standards consistent with IRS Circular 230 and applicable state requirements

Quality & Platform Collaboration
- Review AI-assisted draft returns and work papers for accuracy before client delivery, flagging errors or edge cases
- Share practitioner feedback that helps improve Visory's AI-powered workflow platform over time
- Maintain professional standards consistent with IRS Circular 230 and applicable state requirements

Qualifications & Experience
- CPA or Enrolled Agent (EA) required
- 3+ years of experience preparing US individual and business tax returns
- Demonstrated experience in tax planning/advisory work, not just filing alone
- Strong working knowledge of federal and multi-state tax rules
- Comfortable working with cloud-based accounting and tax software (e.g., Quick Books, Xero)
- Excellent written and verbal communication skills for direct client interaction

Nice to Have
- Experience serving small business or professional services clients ($1M–$10M revenue range)
- Prior remote or contract/fractional work experience
- Curiosity about how AI is changing accounting and compliance work

Our Culture & Values

Visory team members embody the following qualities:
Gritty, Humble, Optimistic,…