Tax Technical Specialist

Overview

An AI-native financial services startup is hiring a Tax Technical Specialist to design the next generation of tax automation technology for CPA and accounting firms. This is not a traditional tax compliance role; it's a hybrid tax, technical requirements, and product design role for someone who understands high-net-worth tax work deeply and is excited to translate that knowledge into structured data models, business rules, workflows, and AI-enabled tax logic.

Responsibilities

• Translate tax rules, regulatory guidance, and accounting concepts into structured data models, business rules, and computational logic
• Build and maintain a canonical tax model where forms, institutions, line items, and concepts map back to one consistent source of truth
• Work across complex high-net-worth tax topics including 1040s, K-1s, partnerships, basis tracking, loss limitations, nonpassive activity classifications, and grouping elections
• Research tax and regulatory guidance from authoritative sources to define requirements, taxonomies, rule sets, and integration workflows
• Write technical requirements in a clear, structured way, similar to a technical product manager
• Explain complex tax and accounting concepts to non-CPA stakeholders, including architects, engineers, and AI engineers
• Document workflows, tax logic, and decision paths in algorithmic or diagram form
• QA system logic to ensure outputs match expected tax behavior and business rules
• Use AI tools such as Claude Code, Codex, Cursor, or comparable tools daily to accelerate modeling, documentation, and implementation artifacts
• Partner closely with CPAs, engineers, AI engineers, and information architects to build AI-enabled tax products

Qualifications

• CPA designation
• At least 1.5–2+ years of hands-on tax experience, including a minimum of two tax seasons
• Experienced tax associate level or above, with end-to-end exposure to workpapers, review, and filing
• High-net-worth individual tax experience, especially complex 1040s
• Hands-on experience with partnership K-1s, 1065s, fiduciary returns, basis tracking, loss limitations, nonpassive activity classifications, and grouping elections
• Begginer-or-better coding fluency in at least one programming language
• Familiarity with data structures such as arrays, maps, linked lists, and foreign keys
• Understanding of OOP concepts such as classes, inheritance, and encapsulation
• Ability to write algorithms or pseudo-code that explains tax logic to non-CPAs
• Ability to document workflows clearly through diagrams, structured logic, or technical specs
• Daily use of AI tools such as Claude Code, Codex, Cursor, or similar tools as real production tools, not just occasional experimentation
• Strong curiosity about how tax can be transformed through automation and AI
• Comfort working directly with technical teams and translating tax concepts into buildable systems

Nice-to-have Experience

• Background at a boutique high-net-worth tax shop such as Anderson, Centerbridge, or a comparable firm
• Prior transition from tax into automation, development, product, or tech-adjacent work
• Personally built workpapers, calculators, internal tools, or automation systems
• Familiarity with professional tax platforms such as CCH Axcess, Thomson GoSystems, or similar tools
• Strong GPA or academic foundation from an accounting program
• Excitement about being an early tax-domain anchor for a fast-growing technical team

Benefits

• Competitive salary range of $80,000–$160,000
• Competitive equity
• Platinum, 100% employer-paid medical, dental, and vision insurance
• One Medical coverage
• Talkspace coverage
• Kindbody coverage
• 401(k) and Roth 401(k) Other employer-sponsored investment benefits
• Parental leave
• Unlimited PTO
• Opportunity to work on AI-native tax technology at the intersection of tax, engineering, and financial services automation