Head of AI-Driven Tax Operations

Atomic HR; Madison (WI); À distance; USD 150 000 - 190 000; Plein temps

Avantages offerts par ce poste

Founding equity

No billable-hour tracking

Direct access to founder and engineers

Résumé du poste

Atomic HR is seeking an experienced CPA to sign off on AI-prepared tax returns and define the review framework for complex individual and small-business filings. You will shape the edge-case rules, QA steps, and error checks with the founder and engineers, then mentor a lean reviewer team.

The role emphasizes compliance with IRS regulations, state guidelines, and Circular 230, while exploring tax-optimization strategies for clients across multi-state scenarios.

Qualifications

• Active US CPA license, valid PTIN and a clean disciplinary record.
• 5+ years preparing and reviewing complex individual and small-business returns.
• Final sign-off experience: returns signed under own license or reviewed last with no partner.
• Experience with professional tax software and automation, OCR or AI tools on client work.
• Ability to write checklists, review rules or error reports for junior staff.
• Experience building or running a solo practice or tech-enabled firm and leading a review process.

Responsabilités

• Return sign-off for AI-prepared returns and decide under your license whether each is signed, sent back or held.
• Focus on K-1 pass-throughs, basis tracking and multi-state allocations.
• Trace figures back to the source documents the engine read.
• Define edge-case rules, AI error checks and QA steps with the founder and engineers.
• Write rules in plain steps and mark as hard stop or judgment.
• Decide which returns get a light pass and which need a full read.
• Provide feedback to product: log engine errors by form, line and cause.
• Test fixes with engineering and help assess whether a number came from documents, prompts or logic.
• Ensure compliance with IRS regs, Circular 230 and state guidelines.
• Identify tax-optimization strategies and document the reasoning.
• Help build and mentor a lean reviewer team.

Connaissances

Active US CPA license

5+ years preparing and reviewing复杂复杂ed

Formation

CPA certification / license (active)

Outils

Professional tax software

Automation tools

OCR technology

Description du poste

Atomic HR is seeking an experienced CPA to sign off on AI-prepared tax returns and define the review framework for complex individual and small-business filings. You will shape the edge-case rules, QA steps, and error checks with the founder and engineers, then mentor a lean reviewer team.

The role emphasizes compliance with IRS regulations, state guidelines, and Circular 230, while exploring tax-optimization strategies for clients across multi-state scenarios.