AI Automation Consultant

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Location: Pasadena, CA (preferred) - Open to Chicago, NYC, Dallas, Atlanta

Compensation: $190k–$220k

Company Overview

For over 25 years, this firm has specialized in helping businesses and advisors identify and claim complex tax incentives — a niche requiring deep expertise. With long-standing relationships in the CPA community and a proven sales and marketing engine, the firm is now launching a new AI consulting practice to expand its offerings and further support its clients.

Position Summary

This AI Consultant will be responsible for building and leading a new AI consulting practice
. This role will begin with internal digital transformation projects and quickly expand to client-facing work within the CPA and advisory community. The ideal candidate combines technical expertise, consulting experience, and strong communication skills to translate AI into measurable business outcomes.

Key Responsibilities

• Build and lead the AI consulting practice from the ground up.
• Drive internal AI initiatives to modernize business processes.
• Partner with CPA firms and advisory clients to identify opportunities for AI adoption.
• Assess workflows and develop AI agents to automate tasks.
• Deliver solutions leveraging Microsoft stack (SharePoint, Teams, Outlook), Salesforce CRM, Hub Spot, and ChatGPT Enterprise.
• Manage and collaborate with offshore teams (India, Mexico) and coordinate with the U.S.
  
  -based technical team (architect, developer, business analyst).
• Act as a subject matter expert, clearly articulating AI concepts to both technical and non-technical audiences.

Candidate Profile

• Hands-on technical proficiency in AI with the ability to “get under the hood.”
• Experience in product delivery, software implementation, or consulting.
• Strong background in data security, data structuring, and permissions.
• Proven ability to assess workflows and implement automation solutions.
• Background in CPA/accounting technology a strong plus.
• Comfortable working with offshore development teams and limited internal resources.
• Exceptional communication skills with the ability to influence at the executive level.

Why Join

• Lead a new and high-growth practice within a well-established firm.
• Direct exposure to executive leadership and equity partners.
• Competitive base salary, bonus, and the potential for equity.
• Opportunity to shape the firm’s AI strategy and build a market-leading niche offering in the accounting sector.