Tax Product Specialist (CPA) — Equity & Impact

Human Capitalists; Chicago (IL); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Meaningful ownership over product

Equity on sliding scale

Direct collaboration with founders

Seat at the table shaping product

Job summary

Human Capitalists is seeking a senior tax expert to embed with our engineering team, translating hands-on tax workflows into product improvements. You’ll review returns, identify edge cases, and help shape our modern tax platform ahead of the next tax season.

The role emphasizes collaboration with founders and engineers, leveraging CPA/EA credentials and 6+ years of U.S. individual tax experience to influence product strategy and UX.

Qualifications

• CPA or EA with a tax-focused career (not audit, payroll, or bookkeeping).
• 6+ years of experience preparing individual tax returns with professional software.
• Experience reviewing returns, not only preparing them.
• Strong understanding of U.S. federal individual income tax.
• Eye for product and UX feedback; translate tax workflow into UX guidance.

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 and flag discrepancies.
• Apply tax prep experience to shape product roadmap and UX.
• Collaborate with engineers to explain tax rules and expected outcomes.

Skills

Tax expertise

CPA/EA credential

Product thinking

UX feedback

Startup experience

Education

CPA or EA credential

Tools

Drake

UltraTax

CCH

Lacerte

ProSeries

Job description

Human Capitalists is seeking a senior tax expert to embed with our engineering team, translating hands-on tax workflows into product improvements. You’ll review returns, identify edge cases, and help shape our modern tax platform ahead of the next tax season.

The role emphasizes collaboration with founders and engineers, leveraging CPA/EA credentials and 6+ years of U.S. individual tax experience to influence product strategy and UX.