Tax Expert (CPA or EA)

Weekday AI; United States; On-site; USD 9,000,000 - 15,000,000; Full time

Benefits offered by this job

Meaningful ownership over product

Equity for base compensation-flexible

Direct collaboration with founders and

Seat at the table shaping the product

Job summary

Weekday AI in the United States is seeking a tax expert embedded in our early‑stage startup to review returns, identify edge cases, and translate real‑world tax workflows into product improvements.

You'll work with the founding team to shape the product roadmap, applying CPA/EA‑level expertise across multiple tax seasons using Drake, UltraTax, CCH, Lacerte, or ProSeries.

Qualifications

• CPA with a tax-focused career; audit, payroll, or bookkeeping experience not required.
• 6+ years’ experience preparing individual tax returns with major software.
• Experience reviewing tax returns, not just preparing them.
• Strong knowledge of U.S. federal individual income tax.
• Product/UX feedback ability and startup-friendly mindset.

Responsibilities

• Prepare and review individual income tax returns.
• Identify tax edge cases and complex scenarios to test the product.
• Validate engine output against legacy software (UltraTax, CCH, Drake, Lacerte, ProSeries, or similar) and flag discrepancies.
• Contribute tax preparation experience to shaping product roadmap and UX.
• Collaborate with engineers to explain tax rules and expected outcomes.

Skills

Tax return review

Product & UX feedback

Startup experience

Education

Certified Public Accountant (CPA)

Tools

Drake Tax Software

UltraTax

CCH ProSystem fx

Lacerte

ProSeries

Job description

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

Salary range: Rs 9000000 - Rs 15000000 (ie INR 900-1500 LPA)

Experience: 6+ yrs

Location: United States

Job Type: Full-time

Seeking tax experts who have lived through tax seasons firsthand and want to help shape the future of tax accounting. You'll work closely with the founding team to review returns, identify edge cases, and translate real-world tax workflows into product improvements. This is not a traditional accounting firm role; you'll bring your tax expertise into the product-building process, working at the intersection of tax, technology, and product, effectively serving as a subject matter expert embedded on the engineering team.

Key Responsibilities

• Prepare and review individual income tax returns.
• Identify tax edge cases, complex scenarios, and ways to break the product.
• Validate engine output against legacy professional tax software (UltraTax, CCH, Drake, Lacerte, ProSeries, or similar) and flag discrepancies.
• Bring your tax preparation experience to help shape the product roadmap and UX.
• Work directly with engineers to explain tax rules and expected outcomes.

Qualifications

• Certified Public Accountant (CPA) with a tax-focused career (not audit, payroll, or bookkeeping). Experienced Enrolled Agents (EA) may also be considered.
• 6+ years of experience preparing individual tax returns using professional tax software such as Drake, UltraTax, CCH, Lacerte, ProSeries, or similar platforms, across multiple full tax seasons (January-April 15).
• Experienced reviewing tax returns, not just preparing them.
• Strong understanding of U.S. federal individual income tax.
• An eye for product and user experience, with the judgment to translate hands-on tax workflow experience into concrete UX feedback.
• Comfortable working in a small, early-stage startup environment.

Benefits & Perks

• Meaningful ownership over how a modern tax platform gets built, not just how one return gets filed.
• Equity, on a sliding scale for candidates flexible on base compensation.
• Direct, ongoing collaboration with the founders and engineering team.
• A seat at the table shaping the product ahead of the upcoming tax season.

Required Skills

Individual Income Tax Preparation, Tax Return Review, U.S. Federal Tax Law, Drake Tax Software, UltraTax, CCH ProSystem fx, Lacerte, ProSeries, Edge Case Identification, Product & UX Feedback, CPA, Enrolled Agent (EA), Startup Environment

Must-have skills

CPA, tax return preparation, Tax Softwares

Good-to-have skills

U.S. Federal Tax Law, Edge Case Identification, Drake Tax Software