Remote Tax Technologist & Firm Workflow Architect

TaxGPT Inc.; San Francisco (CA); Hybrid; USD 100,000 - 120,000; Full time

Benefits offered by this job

Equity

401(k) with match

Life insurance

Remote-first

Job summary

TaxGPT Inc. seeks a Forward Deployed Accountant / Tax Technologist to embed with CPA firms, map workflows, and operationalize AI-powered tax tasks across research, prep, review, and client delivery. You’ll train teams, shape the product roadmap, and drive adoption during busy seasons.

You will travel 30–40% and collaborate with partners, managers, and staff to deliver scalable, repeatable tax workflows. This is a hands-on role at the intersection of tax expertise and AI enablement.

Qualifications

• 3+ years in public accounting, tax, or related role.
• Deep fluency in how accounting firms operate and communicate with leadership.
• Ability to teach, drive change, and redesign workflows with AI.

Responsibilities

• Embed with TaxGPT customers to map tax and accounting workflows and define success metrics.
• Design, pilot, and operationalize AI-powered tax workflows within client firms.
• Lead implementation and change, training and handoffs to ensure scalable adoption.
• Work with product to diagnose workflow issues and provide practical workarounds.
• Partner with sales, success, and product on high-value accounts and ROI.
• Surface field patterns and feed them into the product roadmap with concrete examples.
• Build forward-deployed playbooks, templates, and onboarding kits for future firms.
• Travel to customer offices and attend industry events as needed.

Skills

Public accounting

Tax expertise

Workflow redesign

AI familiarity

Client communication

Education

Active CPA or EA

Progress toward CPA

Tools

CCH Axcess

Thomson Reuters

Lacerte

UltraTax

Drake

Job description

TaxGPT Inc. seeks a Forward Deployed Accountant / Tax Technologist to embed with CPA firms, map workflows, and operationalize AI-powered tax tasks across research, prep, review, and client delivery. You’ll train teams, shape the product roadmap, and drive adoption during busy seasons.

You will travel 30–40% and collaborate with partners, managers, and staff to deliver scalable, repeatable tax workflows. This is a hands-on role at the intersection of tax expertise and AI enablement.