Head of Tax Operations | AI-native accounting firm

Atomic HR; Kentucky; À distance; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Founding equity

Remote or hybrid

Résumé du poste

Atomic HR seeks an experienced CPA to review AI-prepared tax returns for individuals and small businesses, ensuring accuracy before IRS submission. You will have final sign-off authority and determine when returns are signed, sent back, or held.

You will trace outputs to source documents, define edge-case rules with engineers, and test fixes, while contributing to tax planning and mentoring a lean reviewer team in a remote/hybrid setup.

Qualifications

• 5+ years preparing and reviewing complex individual and small‑business returns (1040s with K-1s, S corps, partnerships, C corps, multi-state).
• Experience with professional tax software and automation/OCR tools on real client work.

Responsabilités

• Review AI-prepared 1040, 1065, 1120S and C corp returns and decide whether to sign, send back, or hold.
• Trace figures back to source documents; define edge-case rules and QA steps with engineering; test fixes.

Connaissances

Tax preparation

Tax review

IRS notices

Mentoring

Automation prompts

QA for tax software

Outils

Tax software

OCR/AI tools

Description du poste

Our client is a remote, cloud-based accounting firm offering bookkeeping, tax and fractional CFO services to owner-operated businesses nationwide, including short-term rentals, campgrounds and hotels.

Founded in 2022 by a serial founder, the firm now also covers tax planning, equity management and data engineering.

It’s building an AI engine that prepares returns, so licensed CPAs spend their time on judgment, not data entry.

The firm’s AI engine already prepares 1040, 1065, 1120S and C corp returns, and each needs a licensed CPA’s signature before it reaches the IRS.

Review AI-prepared 1040, 1065, 1120S and C corp returns, and decide under your own license whether each is signed, sent back or held.

Focus where software tends to slip: Trace figures back to the source documents the engine read.

With the founder and engineers, define the edge-case rules, AI error checks and QA steps around the engine.

Help work out whether a wrong number came from document scanning, a prompt or the schedule logic, then test the fix alongside engineering.

Compliance and tax strategy.

Identify legal tax-optimization strategies for clients and document the reasoning.

Help build and mentor a lean team of fractional or full-time reviewers working from your playbook.

• 5+ years preparing and reviewing complex individual and small‑business returns: 1040s with multiple K-1s, S corps, partnerships, C corps and multi‑state clients
• ~ Professional tax software plus hands‑on use of automation, OCR or AI tools on real client work, and you can explain where their output couldn’t be trusted
• ~ Bonus points
• Handling IRS or state notices for small‑business clients
• Training or reviewing junior, offshore or fractional preparers
• Prompts or automations you set up for tax or accounting work
• Reporting recurring errors to a product team at a tax software, fintech or tech‑enabled firm
• Tax‑planning memos for S corp owners (reasonable compensation, entity choice)

US-based, remote or hybrid

Full-time role with founding equity

Real authority: you set the firm’s tax review standard and own final sign-off