Tax Software Specialist

Tax Software Specialist for booming AI tax platform

Tax Software Specialist (AI Tax Platform)

Location:

Hybrid in San Diego; open to full-time remote for the right candidate.

Schedule:

Flexible, roughly 9am–5pm in your local time zone

Role Overview: Juno is hiring a Tax Software Specialist to help ensure the accuracy, consistency, and reliability of our AI‑driven tax platform. This role sits at the intersection of tax, systems, and product quality and is ideal for someone who enjoys validating logic, testing edge cases, and thinking holistically about how tax data flows through a system. This is a remote role with flexible working hours, generally aligned to a 9am–5pm schedule in your local time zone.

Experience with tax software platforms or startups is a plus, but not required—strong tax fundamentals, curiosity, and an ownership mindset are most important.

What You’ll Do

• Test the platform end‑to‑end from document upload through AI extraction, validation, tax logic, tax software export, and return generation
• Stress test complex tax scenarios including multi‑state returns, K‑1s, investments, and edge cases
• Validate exports and tax logic across professional tax software platforms including Drake, Pro Connect, Lacerte, Ultra Tax, and CCH
• Run daily regression tests and full QA test preps
• Partner with Product, Engineering, and Customer Support to ensure consistent behavior across tax software mappings, preparer data that is pulled and validated, reviewer gotcha checks, and advisor and assistant AI responses
• Document tax logic decisions, QA findings, and edge cases

What We’re Looking For

• 2+ years of experience in tax preparation, accounting, or audit
• Strong understanding of federal and state individual tax returns
• Experience with one or more professional tax software platforms (Drake, Pro Connect, Lacerte, Ultra Tax, CCH)
• Background at a tax, accounting, or auditing firm
• Exceptional attention to detail and strong analytical thinking
• Ability to work independently, take ownership, and operate comfortably in a startup environment

Nice-to-Haves (Not Required)

• Experience with multiple professional tax software platforms
• CPA or EA (active, inactive, or in progress)
• Bachelor's in Accounting
• Interest in AI‑driven products and modern tax technology
• Unlimited PTO and company holidays
• Medical, vision, and dental coverage (100% employee, 90% family)
• Home office and learning & development stipends