New York City, NY (primary) · Austin, TX (secondary) · Hybrid · Full-time
Compensation: $80,000–$160,000 + equity
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
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
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Translate tax rules, regulatory guidance, and accounting concepts into structured data models, business rules, and computational logic
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Research complex tax and regulatory guidance from authoritative sources to define requirements, taxonomies, rule sets, and integration workflows for tax automation
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Build the canonical model: every form, every institution, every line item maps back to one consistent source of truth
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Explain complex tax and accounting concepts to non-CPA technical stakeholders (architects, engineers, AI engineers)
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QA system logic to ensure outputs match expected behavior
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Use AI tools (Claude Code, Codex) daily to accelerate delivery of models and implementation artifacts
Tech stack: Excel, Codex, Claude Code
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CPA with 2+ tax seasons, high-net-worth focus
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1040s, K-1s, partnership returns, basis tracking
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Beginner+ coding: data structures, OOP, foreign keys
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Can write algorithms explaining tax logic to non-CPAs
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AI-native: Claude Code, Codex daily
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NYC Metro hybrid, Austin secondary
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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.
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CPA who has already transitioned from tax into automation, dev, or tech-adjacent roles.
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AI-native daily usage of Claude Code, Codex, Cursor, or comparable.
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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
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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.
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Pure C-Corp tax background. The role needs high-net-worth and pass-through entity depth (1040s, K-1s, partnerships).
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Senior tax manager or tax director (10+ years) who likely won't take the comp offered
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CPA with no coding fluency. Cannot work alongside the engineering team or pseudo-code logic into structured form.
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AI tourist who has heard of Claude Code or Codex but does not use them daily
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10+ years at a Big 4 or similar without lateral curiosity or tech-adjacent signal
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Build the canonical tax data model behind an AI-native platform at the bleeding edge of tax disruption
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Real traction: large firm waiting list, high accuracy benchmarks, rapid revenue growth
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Top-tier venture backing
