AI Tax Solutions Forward-Deployed Accountant

Black Ore; Austin (TX); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Relocation support to Austin or NYC

Health benefits

401K / Roth 401k

Unlimited PTO

Equity-based compensation

Job summary

Black Ore is hiring a Forward Deployed Accountant (FDA), a CPA embedded inside customers' tax workflows. You’ll be the dedicated partner for onboarding, training, questions, issues, and optimizing how firms prepare returns across the full lifecycle from pre-sale demos to renewal.

You will train staff, drive adoption, monitor usage, and renewals; join demos as tax-domain expert; capture edge cases for product feedback; set up environments and readiness checks.

Qualifications

• CPA or EA credential required.
• 3+ years of experience preparing tax returns.
• 2+ years of 1040 prep/review in a CPA or tax services setting.
• Tax software experience with CCH Axcess Tax, ProSystem fx, GoSystem, UltraTax, ProConnect, Lacerte, ProSeries, or Drake.

Responsibilities

• Own your book of accounts end-to-end: kickoff, project plans, weekly cadences; dedicated partner from signature through renewal.
• Drive adoption and change management: train staff, embed the product in client workflows, and manage the change.
• Monitor usage and re-engage accounts that fall behind before renewal risk.
• Support the sales team pre-sale: join demos and prospect calls as tax-domain expert; unblock tax questions.
• Flag expansion signals to the Account Executive and support commercial discussions.
• Feed the product loop: capture edge cases and feedback for R&D.
• Configure and verify: set up environments, roles, and readiness checks on workflows.

Skills

CPA/EA credential

Tax prep experience

1040 experience

Tax software knowledge

Attention to detail

Communication skills

Project management

Tech-savvy

Customer-facing

Tools

CCH Axcess Tax

CCH ProSystem fx

GoSystem

UltraTax

ProConnect

Lacerte

ProSeries

Drake

Job description

Black Ore is hiring a Forward Deployed Accountant (FDA), a CPA embedded inside customers' tax workflows. You’ll be the dedicated partner for onboarding, training, questions, issues, and optimizing how firms prepare returns across the full lifecycle from pre-sale demos to renewal.

You will train staff, drive adoption, monitor usage, and renewals; join demos as tax-domain expert; capture edge cases for product feedback; set up environments and readiness checks.