Tax Analyst

Aiwyn; United States; Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Remote-friendly

Flexible PTO

World-class health benefits

Stock options

401(k) matching

Adventure travel stipend

Job summary

Aiwyn is seeking a Tax Analyst for remote work to support development of AI-driven tax software. You will help ensure accuracy of federal and state returns and collaborate with engineers and product teams to design robust test scenarios.

Ideal candidate has experience with multiple tax forms and tax software packages, and comfortable working in a fast-growing SaaS startup environment.

Qualifications

• Experience with federal and state tax returns (business returns preferred).
• Familiarity with major tax software packages used in tax preparation and QA.
• Experience in tax software industry, return development, and QA.

Responsibilities

• Create and review test returns for complex federal or state filings to ensure IRS compliance.
• Design, document, and execute test scenarios reflecting real-world tax calculations.
• Validate software outputs against manual calculations and resolve discrepancies with developers.
• Document test cases and calculation logic to support QA processes.

Skills

Analytical skills

Testing abilities

Communication skills

Tools

CCH Axcess

GoSystem RS

ONESOURCE

Corptax

UltraTax

Lacerte

Job description

Tax Analyst

Location: Remote

About the role:

We’re building the future of tax software by leveraging AI to solve a massive problem: the tax industry is stuck with outdated legacy systems, while tax code complexity and CPA shortages continue to rise. This is a unique opportunity to build a truly innovative product from the ground up. The market is ripe for a better product, and recent AI advances have allowed us to build a better version of what exists. This means we can spend our time making our product as delightful as possible.

For this position, we’re seeking a knowledgeable and experienced candidate to join our team of Tax Analysts, supporting the development team and ensuring the accuracy of tax software compliance, focusing on federal and state/local returns. This person will be essential in developing and improving AI-driven Tax Preparation tools for Tax professionals. The ideal candidate will have experience preparing federal and state tax returns with broad expertise or working in the tax software industry. This individual will also be able to design and execute detailed test scenarios to ensure accurate handling of complex calculations and compliance requirements.

Key Responsibilities

Tax Expertise:

• Create and maintain test returns for complex federal or state tax returns to ensure compliance with IRS regulations
• Stay current on federal and state legislative updates affecting taxation and reporting

Test Scenario Development:

• Design, document, and execute test scenarios to validate all aspects federal and state calculations and ensure accurate software functionality
• Address all possible complexities that can be present in federal and state tax law
• Collaborate with development teams to ensure that test scenarios reflect real-world tax preparation challenges

Quality Assurance:

• Perform detailed validations of software outputs against manual calculations
• Identify and resolve discrepancies, working closely with software developers
• Recommend enhancements to improve the accuracy and usability of the tax software

Collaboration and Documentation:

• Document test cases, calculation logic, and results to support development and QA processes
• Assist in user troubleshooting and support for federal and state calculations

Qualifications:

Experience:

• Experience with one or more of these forms - 1065, 1120, 1120S, 1040, 1041, 990 - with a focus on Business Return Prep
• Familiarity with CCH Axcess, GoSystem RS, ONESOURCE, Corptax, UltraTax, Lacerte, other comparable software packages
• Multiple years of experience in the tax software industry, return development, and QA.
• Familiarity with LLMs and modern AI tools

Skills:

• Strong analytical and problem-solving skills with an attention to detail
• Proficiency with tax software tools with strong analysis and testing abilities
• Effective communication skills to collaborate with technical and non-technical teams

Benefits and Perks

• The big-picture value proposition of this role is simple: join us, and you’ll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.

Other benefits include:

1. Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
2. Remote, work-from-anywhere culture
3. Flexible PTO
4. World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
5. Stock options - every Full Time Employee has ownership in Aiwyn’s future and success.
6. 401(k) matching

Our Values

• Relentless by Design
• Owners not Renters
• Trust at the Core

Aiwyn is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

Candidate information will be treated in accordance with our CCPA privacy notice which can be found here: https://www.aiwyn.ai/ccpa