Top 2 Tax preparer hnw Jobs in Paramus, Nj

Tax Technical Specialist
David Joseph & Company —New York, NY
- $80,000 - $160,000 a year
- Full-time
- CPA
- Mid-level
Quick Apply

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Tax Technical Specialist

David Joseph & Company
New York, NY

Quick Apply

Job Details

Full-time
$80,000 - $160,000 a year

Qualifications

CPA
Software coding
Partnership tax expertise
Algorithms
Programming languages
Generative AI

Full Job Description

New York City, NY (primary) · Austin, TX (secondary) · Hybrid · Full-timeCompensation: $80,000–$160,000 + competitive equity

About the Company

Our client is an AI platform for financial services. Its flagship product autonomously prepares tax returns for CPA and accounting firms — transforming preparers into reviewers and reviewers into advisors. It launched to a waiting list of 4,000+ accounting firms after operating in stealth with 40% of the Top 20 CPA firms, delivering 99% accuracy and saving up to 98% of preparation time versus manual workflows, and is accelerating toward $100M ARR.

Founded 2022 · 11–50 people (Series A) · Industry: FinTech / AI

The Role

Tax Technical Specialists join the Information Architecture team as tax domain experts shaping the design of an AI-native tax platform, sitting at the intersection of tax, information architecture, and AI-enabled technology design. The work translates complex tax concepts (HNW 1040s, partnership K-1s, basis tracking) into a single, opinionated data model — the bridge between the tax brain and the engineering brain.

Tech stack: Excel, Codex, Claude Code (AI tooling used daily).

Requirements

A 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

Nice to Haves

A tax associate at a boutique high-net-worth shop who has personally built workpapers or automation tools on the side, with coding coursework or self-taught Python
A 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
A younger CPA (2–5 years) excited to be on the bleeding edge of tax disruption
Can answer core tax screening questions (loss limitations, nonpassive activity classifications, grouping elections, basis tracking)

Why Join

The bleeding edge of tax disruption: build the canonical tax data model behind an AI-native platform
Real traction: 4,000+ firm waiting list, 40% of the Top 20 CPA firms in stealth, 99% accuracy, racing toward $100M ARR
Top-tier backing from marquee venture firms and angels

Details

Location — New York City, NY (primary) · Austin, TX (secondary)
Work policy — Hybrid
Compensation — $80,000–$160,000 + competitive equity
Visa sponsorship — Not available
Employment type — Full-time

Quick Apply

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