[Remote] Head of Tax Operations | AI-native accounting firm

Note: The job is a remote job and is open to candidates in USA. Atomic HR is recruiting for an unnamed remote, cloud-based accounting firm serving owner-operated businesses. The Head of Tax Operations reviews and signs off on AI-prepared tax returns, establishes review and QA standards, works with engineering to improve the AI engine, and helps build a reviewer team.

Responsibilities

• Review AI-prepared 1040, 1065, 1120S and C corp returns, and decide under your own license whether each is signed, sent back or held
• Focus where software tends to slip: K-1 pass-throughs, basis tracking and multi-state allocations
• Trace figures back to the source documents the engine read
• With the founder and engineers, define the edge-case rules, AI error checks and QA steps around the engine
• Write each rule in plain steps and mark it as a hard stop or a judgment call
• Decide which returns get a light pass and which need a full read
• Log each engine error by form, line and cause, with an example an engineer can reproduce
• Help work out whether a wrong number came from document scanning, a prompt or the schedule logic, then test the fix alongside engineering
• Hold the firm’s work to IRS regulations, state guidelines and Circular 230
• Identify legal tax-optimization strategies for clients and document the reasoning
• Help build and mentor a lean team of fractional or full-time reviewers working from your playbook

Skills

• Active US CPA license, valid PTIN and a clean disciplinary record
• 5+ years preparing and reviewing complex individual and small-business returns: 1040s with multiple K-1s, S corps, partnerships, C corps and multi-state clients
• Final sign-off experience: returns you signed under your own license or reviewed last with no partner behind you, and a reason for each one you held back
• Professional tax software plus hands-on use of automation, OCR or AI tools on real client work, and you can explain where their output couldn't be trusted
• Written instructions others can follow: checklists, review rules or error reports a junior reviewer or engineer could act on without asking
• Something you built and ran yourself: a solo practice, an early seat at a tech-enabled firm, or a review process you ran through a full filing season at real volume
• Handling IRS or state notices for small-business clients
• Training or reviewing junior, offshore or fractional preparers
• Prompts or automations you set up for tax or accounting work
• Reporting recurring errors to a product team at a tax software, fintech or tech-enabled firm
• Tax-planning memos for S corp owners (reasonable compensation, entity choice)

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

Company Overview