Forward Deployed Accountant – Tax Technologist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $100k - $120k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💲 Accountant / Accounting

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TaxGPT

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2023

🤖 Artificial Intelligence

☁️ SaaS

🤝 B2B

💰 $4.6M Seed Round on 2025-02

Artificial Intelligence • SaaS • B2B

TaxGPT is an AI-powered tax platform that provides citation-backed answers to complex tax questions, autonomous tax preparation, proactive year‑round tax planning, and agent-based automation for tax and accounting firms, businesses, and individuals. The product suite includes an AI tax co‑pilot, source-backed tax research and memos, document analysis, client and workflow management, a state-by-state Tax Matrix, and integrations to sit inside existing software. TaxGPT positions itself as a secure SaaS solution for tax professionals and businesses aiming to automate research, preparation, and advisory workflows.

📋 Description

• Embed with TaxGPT customers to map tax and accounting workflows, identify constraints, and define success metrics • Design, pilot, and operationalize AI-powered tax workflows for research, document analysis, preparation support, review, memos, planning, and client work • Configure TaxGPT around firm processes and harden workflows for busy season • Lead implementation and change management through kickoffs, rollout plans, training, and durable playbooks • Diagnose workflow issues with customers and develop practical workarounds • Partner with sales, customer success, and product on complex activations, ROI measurement, adoption, and expansion • Surface recurring prompts, failure modes, edge cases, training gaps, and missing capabilities for the product and engineering roadmap • Build templates, real-tax-task evaluations, onboarding kits, and implementation patterns for future firms • Travel to customer offices and industry events when in-person presence improves the work • Join periodic company gatherings at the San Francisco headquarters

🎯 Requirements

• 3+ years in public accounting, tax, firm operations, client accounting services, or a closely related role • Deep fluency in how accounting firms operate • Proven ability to teach and drive change • Comfort working with returns, research memos, document packages, review notes, and busy-season bottlenecks • Strong bias for action under ambiguity • Technical fluency with modern AI tools and tax/accounting software • Clear, concise communication and low-ego collaboration • Willingness to travel as customer work requires • Active CPA, EA, or progress toward one is a nice-to-have • MST or strong tax specialization is a plus • Experience implementing tax or accounting software such as CCH Axcess, Thomson Reuters, Lacerte, UltraTax, or Drake is a nice-to-have • Experience in tax technology, firm transformation, AI enablement, professional-services implementation, or solutions consulting is a nice-to-have • Early-stage startup experience or experience building operational playbooks is a nice-to-have • Familiarity with AI copilots, retrieval workflows, and prompt/eval loops is a nice-to-have • Experience leading training programs, change management, or process improvement inside a firm is a nice-to-have

🏖️ Benefits

• Variable compensation of $20,000 to $24,000 (20%) • Comprehensive medical, dental, and vision • 401(k) with match • Life insurance • Equity • Remote-first work from anywhere in the U.S. • Customer travel as needed and occasional time at the San Francisco headquarters • Direct visibility into leadership, product strategy, and AI tax workflow adoption • High-impact founding seat on a forward-deployed function • Fast feedback loops, real ownership, and cross-functional collaboration

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