Remote AI-Driven Tax Sign-Off Lead

Atomic HR; Elm (PA); Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Founding equity

Job summary

Atomic HR is seeking a licensed US CPA to sign off on AI-prepared 1040s, 1065s, 1120S and C-corp returns and to shape the review process for accuracy and compliance. You’ll work with founders and engineers to define edge-case rules, QA steps and error handling, ensuring IRS and state guidance are met for diverse clients.

You’ll log engine errors, trace issues to source documents, and drive improvements in the AI-driven tax workflow, with remote/hybrid flexibility and equity ownership in the firm.

Qualifications

• Active US CPA license and valid PTIN with a clean disciplinary record.
• 5+ years preparing and reviewing complex individual and small-business returns (1040s, K-1s, S corps, partnerships, C corps).
• Final sign-off experience: signed under own license or reviewed last with no partner behind.
• Professional tax software experience plus hands-on use of automation, OCR or AI tools on real client work, with ability to explain outputs that can’t be trusted.
• Written checklists, review rules or error reports that a junior reviewer or engineer can act on without asking.
• Evidence of building or running a process or practice (solo practice, tech-enabled firm, or seasonal review process).

Responsibilities

• Review AI-prepared returns (1040, 1065, 1120S, C corp) and decide sign, return, or hold under your license.
• Define edge-case rules, AI error checks and QA steps with founders and engineers; document as hard stops or judgments.
• Log engine errors with forms, line items and reproducible examples for engineers.
• Ensure compliance with IRS regulations, state guidelines and Circular 230; document tax-optimization reasoning.
• Help build and mentor a lean reviewer team operating from your playbook.

Skills

US CPA license

PTIN

Tax software

Automation/AI tools

Tools

OCR technology

Automation tools

Tax automation software

Job description

Atomic HR is seeking a licensed US CPA to sign off on AI-prepared 1040s, 1065s, 1120S and C-corp returns and to shape the review process for accuracy and compliance. You’ll work with founders and engineers to define edge-case rules, QA steps and error handling, ensuring IRS and state guidance are met for diverse clients.

You’ll log engine errors, trace issues to source documents, and drive improvements in the AI-driven tax workflow, with remote/hybrid flexibility and equity ownership in the firm.