Tax Technical Specialist

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

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

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).

• 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

• 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)

• 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

• 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