Head of Tax Operations

Job Description:

• Review AI-prepared 1040, 1065, 1120S and C corporation returns
• Decide under your own license whether returns are signed, sent back or held
• Review K-1 pass-throughs, basis tracking and multi-state allocations
• Trace figures back to source documents read by the AI engine
• Define edge-case rules, AI error checks and QA steps with the founder and engineers
• Document rules in plain steps and identify hard stops versus judgment calls
• Decide which returns receive a light pass or a full review
• Log AI engine errors by form, line and cause with reproducible examples
• Help identify whether errors came from document scanning, prompts or schedule logic
• Test fixes with engineering
• Ensure compliance with IRS regulations, state guidelines and Circular 230
• Identify legal tax-optimization strategies and document the reasoning
• Build and mentor a lean team of fractional or full-time reviewers
• Work directly with the founder and engineering team to shape the AI accounting product

Requirements:

• Active US CPA license, valid PTIN and a clean disciplinary record
• 5+ years preparing and reviewing complex individual and small-business returns
• Experience with 1040s with multiple K-1s, S corporations, partnerships, C corporations and multi-state clients
• Final sign-off experience under your own license, with no partner behind you
• Professional tax software experience
• Hands-on use of automation, OCR or AI tools on real client work
• Ability to explain where automation, OCR or AI output could not be trusted
• Ability to write instructions, checklists, review rules or error reports that others can follow
• Experience building and running something yourself, such as a solo practice, an early seat at a tech-enabled firm, or a review process through a full filing season at real volume
• Bonus: handling IRS or state notices for small-business clients
• Bonus: training or reviewing junior, offshore or fractional preparers
• Bonus: prompts or automations for tax or accounting work
• Bonus: reporting recurring errors to a tax software, fintech or tech-enabled firm product team
• Bonus: tax-planning memos for S corporation owners

Benefits:

• US-based, remote or hybrid
• Full-time role with founding equity
• No billable-hour tracking: work is measured on output, leverage and accuracy
• Real authority: you set the firm’s tax review standard and own final sign-off
• Direct access to the founder and engineering team, so your feedback shapes the product