[Hiring] Forward Deployed Accountant / Tax Technologist @TaxGPT Inc.

Role Description

We’re looking for a customer-embedded tax professional who can turn TaxGPT into production-ready workflows inside accounting firms: someone who speaks fluent tax, redesigns how work gets done, and feeds what they learn straight back into product.

TaxGPT is building the intelligence layer for tax. We’ve partnered with over 5,000 firms and 6,000+ businesses, from lean CPA firms to global enterprises, to redefine how professionals research, collaborate, and execute tax workflows using AI.

You will join as a founding Forward Deployed Accountant / Tax Technologist, our version of the forward-deployed role pioneered in AI companies, adapted for tax and accounting. You will:

• Embed with TaxGPT customers (CPA firms, tax practices, and finance teams).
• Map how work actually moves through the firm.
• Configure and operationalize TaxGPT against those workflows.
• Train teams to adopt.
• Surface field patterns that shape our product roadmap.

This is not a pure software engineering role, and it is not classic customer success. You bring accounting and tax judgment into the room, redesign workflows with AI in the loop, and close the gap between what the product can do and what the firm needs done during research, prep, review, planning, and client delivery.

If you thrive in ambiguity, earn trust with partners and preparers alike, and want to help write how tax firms adopt AI, this is for you.

Qualifications

• 3+ years in public accounting, tax (prep, review, planning, consulting or compliance), firm operations, client accounting services, or a closely related role, ideally inside a CPA firm or tax practice.
• Deep fluency in how accounting firms operate; you can speak credibly with a managing partner, a tax manager, a preparer, and an ops lead in the same week.
• Proven ability to teach and drive change: you explain a new workflow plainly, notice when someone is lost, and adjust without making them feel behind.
• Comfort getting into the details of returns, research memos, document packages, review notes, and busy-season bottlenecks, and using judgment to redesign them with AI.
• Strong bias for action under ambiguity: you scope open-ended problems, ship a workable process fast, measure what matters, and iterate with real users.
• Technical fluency with modern AI tools and tax/accounting software, not as a software engineer, but as someone who can configure products, learn systems quickly, and collaborate with product and engineering.
• Clear, concise communication; low-ego collaboration; appetite for pairing in person with customers and teammates.
• Willingness to travel as customer work requires (typically periodic onsite visits and industry events).

Requirements

• Active CPA, EA, or progress toward one; MST or strong tax specialization is a plus.
• Experience implementing tax or accounting software (e.g., CCH Axcess, Thomson Reuters, Lacerte, UltraTax, Drake, practice-management or document systems).
• Prior role in tax technology, firm transformation, AI enablement, professional-services implementation, or solutions consulting.
• Early-stage startup experience, or a track record of building the playbook while doing the work.
• Familiarity with how AI copilots, retrieval workflows, and prompt/eval loops show up in professional services.
• Experience leading training programs, change management, or process improvement inside a firm.

Benefits

• Compensation: Competitive base salary plus equity (range to be confirmed for this role).
• Comprehensive medical, dental, and vision; 401(k) with match; life insurance; equity.
• Remote-first: Work from anywhere in the U.S., with customer travel as needed and occasional time at our San Francisco headquarters.
• Ownership & impact: Direct visibility into leadership, product strategy, and how thousands of firms adopt AI tax workflows.
• Growth: High-impact founding seat on a forward-deployed function you help define.
• Culture: We’re a high-trust, high-output team. Expect fast feedback loops, real ownership, and cross-functional collaboration.

Interview Process (indicative)

• Step 1: Quick Screen - Apply online and we’ll review your background quickly.
• Step 2: Domain & Workflow Deep Dive - Walk through how you’ve owned tax or firm workflows end to end and how you’d approach embedding TaxGPT in a real firm.
• Step 3: Virtual Interview(s) - Meet the hiring team to dig into customer-facing judgment, change management, and how you partner with product.
• Step 4: Leadership Interview - Meet with leadership on TaxGPT’s mission, the forward-deployed charter, and the impact you could make.

Timeline

We aim to move quickly and keep candidates informed throughout the process.