Remote Chief Tax Operations & AI Review Lead

Atomic HR; San Francisco (CA); Remote; USD 150,000 - 230,000; Full time

Benefits offered by this job

Founding equity

Remote or hybrid work

No billable-hour tracking

Direct access to founder and engineers

Authoritative tax review standards

Job summary

Atomic HR seeks an experienced CPA reviewer to validate AI-prepared tax returns, signing off under your own license and shaping the review playbook. You’ll focus on complex multi-state work, K-1 pass-throughs, and basis tracking, while collaborating with founders and engineers to reduce errors and improve accuracy.

You will define edge-case rules, QA steps, and judgment criteria, mentor a small reviewer team, and ensure compliance with IRS and Circular 230.

Qualifications

• Active US CPA license, valid PTIN, and a clean disciplinary record.
• 5+ years preparing and reviewing complex individual and small-business returns (1040s, K-1s, S corps, partnerships, C corps, multi-state).
• Final sign-off experience with own license and no partner required.
• Professional tax software plus hands-on use of automation, OCR or AI on real client work and ability to explain limitations.
• Written instructions (checklists/rules) usable by juniors or engineers.
• Experience building or running a review process or solo practice with real volume.

Responsibilities

• Return sign-off on AI-prepared 1040, 1065, 1120S and C corp returns under your license.
• Focus where software slips: K-1 pass-throughs, basis tracking and multi-state allocations.
• Trace figures back to source documents the engine read.
• Define edge-case rules, AI error checks and QA steps with founder and engineers.
• Write each rule in plain steps and mark it as a hard stop or a judgment call.
• Decide which returns get a light pass and which require a full read.
• Log engine errors by form, line and cause, with a reproducible example for engineers.
• Help test fixes with engineering and determine if a number came from document scanning, prompt, or scheduling logic.
• Identify tax-optimization strategies for clients and document reasoning.
• Help build and mentor a lean reviewer team.

Skills

CPA license

Sign-off experience

Tax software

Automation tools

Documentation

Solo practice/leadership

Education

Bachelor’s in Accounting

CPA certification

Tools

OCR tools

AI tools

Job description

Atomic HR seeks an experienced CPA reviewer to validate AI-prepared tax returns, signing off under your own license and shaping the review playbook. You’ll focus on complex multi-state work, K-1 pass-throughs, and basis tracking, while collaborating with founders and engineers to reduce errors and improve accuracy.

You will define edge-case rules, QA steps, and judgment criteria, mentor a small reviewer team, and ensure compliance with IRS and Circular 230.