Teams at Gelt

Reviews US individual and business tax returns, documents, forms, and schedules; labels tax data for AI training; validates AI-generated results; identifies errors and unusual tax situations; and provides feedback to improve data quality. The role also helps develop labeling guidelines and processes while collaborating with an AI team. Strong US tax expertise, CPA credentials, attention to detail, spreadsheet skills, and comfort with technology are required.

Drive revenue by prospecting, qualifying, and closing new clients. Manage full sales cycle, consult on tax and financial goals, maintain CRM pipeline, collaborate with advisory and success teams, meet sales targets, and contribute content that elevates Gelt’s brand and thought leadership.

Prepare individual, corporate, and partnership US tax returns; analyze previously filed returns for optimization; respond to tax notices; manage document flow and onboarding/offboarding; maintain checklists and explore automation for document requests.