Tax Technical Specialist

Join the Information Architecture team as a tax domain expert shaping the design of an AI-native tax platform. The work sits at the intersection of tax, information architecture, and AI-enabled technology design: translating complex tax concepts (high-net-worth 1040s, partnership K-1s, basis tracking) into a single, opinionated data model - the bridge between the tax brain and the engineering brain.

What you’ll be doing

• Translate tax rules, regulatory guidance, and accounting concepts into structured data models, business rules, and computational logic
• Research complex tax and regulatory guidance from authoritative sources to define requirements, taxonomies, rule sets, and integration workflows for tax automation
• Build the canonical model: every form, every institution, every line item maps back to one consistent source of truth
• Explain complex tax and accounting concepts to non-CPA technical stakeholders (architects, engineers, AI engineers)
• QA system logic to ensure outputs match expected behavior
• Use AI tools (Claude Code, Codex) daily to accelerate delivery of models and implementation artifacts

Tech stack: Excel, Codex, Claude Code

Requirements

• CPA with 2+ tax seasons, high-net-worth focus
• 1040s, K-1s, partnership returns, basis tracking
• Beginner+ coding: data structures, OOP, foreign keys
• Can write algorithms explaining tax logic to non-CPAs
• AI-native: Claude Code, Codex daily
• NYC Metro hybrid, Austin secondary

Do you have experience in Software coding?, * Tax associate at a boutique high-net-worth shop who has personally built workpapers or automation tools on the side. Coding coursework or self-taught Python. Strong GPA from a solid accounting program.

• CPA who has already transitioned from tax into automation, dev, or tech-adjacent roles.
• AI-native daily usage of Claude Code, Codex, Cursor, or comparable.
• Younger CPA (2-5 years) who is excited to be on the bleeding edge of tax disruption rather than riding out another 15 years of incremental change
• Can answer the four core tax screening questions: loss limitations, nonpassive activity classifications, grouping elections, basis tracking. Bonus: has personally built workpapers or calculators in prior jobs.

• Pure C-Corp tax background. The role needs high-net-worth and pass-through entity depth (1040s, K-1s, partnerships).
• Senior tax manager or tax director (10+ years) who likely won’t take the comp offered
• CPA with no coding fluency. Cannot work alongside the engineering team or pseudo-code logic into structured form.
• AI tourist who has heard of Claude Code or Codex but does not use them daily
• 10+ years at a Big 4 or similar without lateral curiosity or tech-adjacent signal

Why Join

• Build the canonical tax data model behind an AI-native platform at the bleeding edge of tax disruption
• Real traction: large firm waiting list, high accuracy benchmarks, rapid revenue growth
• Top-tier venture backing

A Series A AI company (founded 2022) building an AI-native tax-preparation platform that automates complex tax-return preparation for CPA and accounting firms - turning preparers into reviewers and reviewers into advisors. Strong early traction with a large firm waiting list, high accuracy benchmarks, and rapid revenue growth, backed by top-tier venture investors.

Founded 2022 · 11-50 people · Industry: AI Tools / Financial Services