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# Tax Technical Specialist

- **Company:** David Joseph & Company
- **Location:** New York, NY, United States
- **Experience:** Experienced
- **Salary:** $80,000.0 - $160,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Artificial Intelligence, Data Structures, Cursor (Graphical User Interface Elements), Python (Programming Language), Object-Oriented Software Development, Software Coding
- **Published:** June 29, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=5c4333d1a79f020b

## About the Role

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.

## Description

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


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