Head of Tax Operations | AI-native accounting firm

Atomic HR; Lexington (KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Founding equity

Remote/hybrid work

Job summary

Atomic HR client seeks a licensed CPA to review AI-prepared tax returns for individuals and small businesses, including multi-state filings. You will sign, return, or hold returns, and define QA and edge-case rules with engineers.

You will mentor a lean team of reviewers, handle IRS/state notices, and contribute to tax planning memos for S corp owners. Remote or hybrid, full-time role with founding equity.

Qualifications

• 5+ years preparing and reviewing complex individual and small-business returns.
• Experience with 1040, K-1s, S corps, partnerships, C corps, and multi-state returns.
• Hands-on use of automation, OCR or AI tools on real client work.
• Ability to explain where outputs cannot be trusted.
• US-based, remote or hybrid work environment.

Responsibilities

• Review AI-prepared tax returns and decide whether to sign, return, or hold.
• Define edge-case rules, AI error checks and QA steps around the engine.
• Help build and mentor a lean team of fractional or full-time reviewers.
• Trace figures back to source documents and test fixes with engineering.
• Prepare tax-planning memos for S corp owners (reasonable compensation, entity choice).

Skills

Tax return review

Team mentoring

QA and testing

Compliance & tax strategy

Communication

Education

Licensed CPA

Tools

Professional tax software

OCR/AI tools

Prompt engineering

Job description

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 engineHelp work out whether a wrong number came from document scanning, a prompt or the schedule logic, then test the fix alongside engineeringCompliance and tax strategyIdentify legal tax‑optimization strategies for clients and document the reasoningHelp 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 pointsHandling IRS or state notices for small‑business clientsTraining or reviewing junior, offshore or fractional preparersPrompts or automations you set up for tax or accounting workReporting recurring errors to a product team at a tax software, fintech or tech‑enabled firmTax‑planning memos for S corp owners (reasonable compensation, entity choice)US‑based, remote or hybridFull‑time role with founding equityReal authority: you set the firm’s tax review standard and own final sign-off