AI & Tax Technology Specialist

AI-Powered Tax Planning, Research & Accounting About Us We are a growing tax and accounting firm looking to leverage AI and emerging technologies to fundamentally improve the way we perform tax planning, tax research, accounting analysis, and advisory work. We are not looking for someone focused primarily on customer-service chatbots, email automation, or basic administrative automation. We are looking for a hands-on AI & Tax Technology Specialist who can help us develop practical AI-powered solutions for high-value tax and accounting work. This person will work directly with our tax and accounting professionals to identify opportunities where AI can create meaningful value, design and implement solutions, test them against real-world scenarios, and continuously improve them. The ideal candidate understands how to take a complex professional workflow and turn it into a practical, reliable technology solution. ⸻ What You’ll Do •⁠ ⁠Develop AI-powered solutions for tax planning, tax research, accounting analysis, and advisory workflows •⁠ ⁠Design intelligent workflows that assist tax professionals with research, analysis, and decision-making •⁠ ⁠Develop tools to assist with tax planning and tax strategy •⁠ ⁠Create systems that can research tax questions and provide well-supported, source-based analysis for professional review •⁠ ⁠Analyze financial and accounting information to identify potential tax-planning opportunities •⁠ ⁠Develop solutions that compare different tax scenarios and strategies •⁠ ⁠Create workflows that analyze prior-year tax returns alongside current-year financial and accounting information •⁠ ⁠Develop technology that identifies potential deductions, credits, elections, and planning considerations for review by tax professionals •⁠ ⁠Develop solutions supporting entity structure and business tax planning •⁠ ⁠Create internal AI-powered knowledge and research systems based on tax research, firm processes, and accounting expertise •⁠ ⁠Connect AI technologies with relevant data sources, accounting systems, APIs, and other software •⁠ ⁠Test and evaluate AI outputs for accuracy, consistency, reliability, and usefulness •⁠ ⁠Develop appropriate review, verification, and quality-control processes for AI-generated work •⁠ ⁠Work directly with CPAs and accountants to understand their workflows and translate their expertise into practical technology solutions •⁠ ⁠Identify new opportunities where AI can improve efficiency, accuracy, or the quality of professional work •⁠ ⁠Stay current with emerging AI models, tools, frameworks, and technologies •⁠ ⁠Continuously improve solutions based on feedback from the professionals using them ⸻ What We’re Looking For Required •⁠ ⁠Hands-on experience developing AI-powered applications, workflows, automations, or technology solutions •⁠ ⁠Strong understanding of modern AI and large language models (LLMs) •⁠ ⁠Experience working with APIs, automation platforms, AI tools, or development frameworks •⁠ ⁠Ability to take an idea from concept → prototype → working system •⁠ ⁠Strong analytical and problem-solving skills •⁠ ⁠Excellent research skills and attention to detail •⁠ ⁠Ability to independently learn new technologies and figure out how to apply them to real-world problems •⁠ ⁠Demonstrated ability to build practical solutions—not simply use AI tools •⁠ ⁠Ability to communicate effectively with non-technical professionals and understand complex business workflows Strongly Preferred •⁠ ⁠Professional experience in tax, accounting, finance, or public accounting •⁠ ⁠Experience with tax planning or tax research •⁠ ⁠Experience researching U.S. federal and/or state tax issues •⁠ ⁠CPA, EA, accounting, finance, or tax background •⁠ ⁠Experience working directly with CPAs, accountants, or other professional-services organizations •⁠ ⁠Familiarity with accounting software and financial data •⁠ ⁠Experience working with confidential financial or client information •⁠ ⁠Experience developing AI solutions for professional services •⁠ ⁠Experience with document analysis, structured data extraction, or financial data analysis •⁠ ⁠Experience with retrieval-augmented generation (RAG), knowledge systems, or source-based AI research •⁠ ⁠Experience integrating AI systems with APIs or existing business software •⁠ ⁠Experience developing systems with human review and quality-control processes ⸻ The Ideal Candidate The ideal candidate sits at the intersection of tax/accounting and AI technology. You do not necessarily need to be a machine-learning engineer. We care much more about your ability to understand a real tax or accounting problem and develop a technology solution that actually helps solve it. For example, if a CPA says: “I wish we had a system that could review this client’s financial information, compare it to prior years, research relevant tax strategies, and prepare an analysis for me to review.” You should be the type of person who can sit down with the CPA, understand what they are trying to accomplish, determine what information and processes are required, and figure out how to build a practical solution. You should be: •⁠ ⁠Curious •⁠ ⁠Technically capable •⁠ ⁠Analytical •⁠ ⁠Resourceful •⁠ ⁠Detail-oriented •⁠ ⁠Comfortable experimenting with rapidly changing technology •⁠ ⁠Comfortable working directly with subject-matter experts •⁠ ⁠Able to turn ambiguous ideas into working solutions •⁠ ⁠Focused on practical results rather than technology for its own sake We are especially interested in candidates who can build and iterate themselves rather than simply manage outside developers. ⸻ Example Projects Some of the initial projects may include: Tax Planning & Strategy Develop technology that helps professionals analyze client information and identify potential tax-planning opportunities for review. Tax Research Develop AI-powered research workflows that help professionals investigate tax questions and locate relevant authorities, guidance, and supporting sources. Tax Return Analysis Develop systems that compare current and prior-year tax information and identify changes, inconsistencies, missing information, or items requiring professional attention. Tax Strategy Modeling Create tools that help professionals evaluate different tax scenarios and understand the potential implications of different planning strategies. Business Tax Planning Develop solutions that assist with entity structure, compensation, deductions, elections, and other business tax-planning considerations. Accounting Analysis Develop technology that analyzes financial and accounting information and identifies items that may warrant tax or accounting review. Internal Tax Knowledge Create AI-powered systems that make the firm’s accumulated tax knowledge, research, processes, and expertise easier for professionals to access and use. These are examples, not a predetermined project list. We want someone who can help us identify where AI and technology can create the greatest value and then turn those opportunities into working solutions. ⸻ Professional Review, Accuracy & Security These technologies will be designed to assist tax and accounting professionals—not replace professional judgment. Because our work involves sensitive financial information and complex tax matters, accuracy and responsible implementation are extremely important to us. You should understand the limitations and risks associated with AI systems and be comfortable designing solutions that incorporate: •⁠ ⁠Human professional review •⁠ ⁠Source verification •⁠ ⁠Appropriate citations and supporting authority •⁠ ⁠Data security and privacy •⁠ ⁠Quality-control processes •⁠ ⁠Testing and validation •⁠ ⁠Clear boundaries around AI-generated conclusions •⁠ ⁠Appropriate handling of confidential client information We are looking for someone who understands that building a useful AI system for professional work requires more than simply producing a good-looking response. ⸻ What Success Looks Like Within the first few months, we want to have real, working AI-powered solutions being used by our tax and accounting professionals—not simply experiments or demonstrations. We want to move from: “We know AI can probably do this…” to: “We have a system that does it, our team is using it, and it is saving us significant time while improving the quality of our work.” The successful candidate will help us identify opportunities, build solutions, put them into practice, gather feedback, and continuously improve them. ⸻ Compensation & Position Compensation: Competitive, based on experience and qualification. ⸻ How to Apply Please provide: 1.⁠ ⁠A brief introduction 2.⁠ ⁠Your experience in tax, accounting, finance, or related fields 3.⁠ ⁠Your experience developing AI-powered solutions or workflows 4.⁠ ⁠Examples of actual systems you have personally built 5.⁠ ⁠A brief description of the most relevant AI project you have worked on 6.⁠ ⁠Any experience applying AI to tax, accounting, finance, or professional services 7.⁠ ⁠The technologies, platforms, frameworks, or APIs you have experience working with 8.⁠ ⁠Your availability 9.⁠ ⁠Your desired compensation Please include examples of actual work whenever possible. We are particularly interested in candidates who can demonstrate that they have taken an idea from problem → design → implementation → working solution. ⸻ Why This Opportunity Is Different This is not a traditional IT role, and it is not a generic AI position. You will have the opportunity to work directly with tax and accounting professionals and help determine how AI can fundamentally change the way professional tax and accounting work gets done. If you understand technology, enjoy solving difficult problems, and are excited about applying AI to real-world tax and accounting workflows, we would like to hear from you.