Tax Expert (CPA or EA)

Posted 2 Hours Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
9M-15M Annually
Senior level
Artificial Intelligence • HR Tech • Professional Services • Software
The Role
Prepare and review individual U.S. income tax returns, identify complex tax edge cases, validate product outputs against professional tax software, and collaborate with engineers and founders to improve tax product functionality, roadmap, and user experience. The role requires substantial tax-season experience, strong federal tax knowledge, and expertise with professional tax preparation platforms.
Summary Generated by Built In

๐—ง๐—ต๐—ถ๐˜€ ๐—ฟ๐—ผ๐—น๐—ฒ ๐—ถ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ผ๐—ป๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—ฑ๐—ฎ๐˜†'๐˜€ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€

๐—ฆ๐—ฎ๐—น๐—ฎ๐—ฟ๐˜† ๐—ฟ๐—ฎ๐—ป๐—ด๐—ฒ: ๐—ฅ๐˜€ ๐Ÿต๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ - ๐—ฅ๐˜€ ๐Ÿญ๐Ÿฑ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ (๐—ถ๐—ฒ ๐—œ๐—ก๐—ฅ ๐Ÿต๐Ÿฌ-๐Ÿญ๐Ÿฑ๐Ÿฌ ๐—Ÿ๐—ฃ๐—”)

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.


Requirements

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 (Januaryโ€“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

Skills Required

  • Certified Public Accountant (CPA) with a tax-focused career
  • Experienced Enrolled Agent (EA)
  • 6+ years of experience preparing individual tax returns
  • Experience using professional tax software such as Drake, UltraTax, CCH ProSystem fx, Lacerte, ProSeries, or similar
  • Experience across multiple full tax seasons
  • Experience reviewing tax returns, not only preparing them
  • Strong understanding of U.S. federal individual income tax
  • Ability to identify tax edge cases and complex scenarios
  • Ability to translate tax workflow experience into UX and product feedback
  • Comfort working in a small, early-stage startup environment
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The Company
HQ: Stockholm
Year Founded: 2021

What We Do

Weekday is an AI-powered recruitment platform that helps startups hire top-tier engineering and product talent. By leveraging a massive database of white-collar professionals and advanced outreach tools, the company streamlines the hiring process through automated sourcing, AI-driven resume screening, and white-glove contingency services. Their mission is to modernize recruitment by enabling companies to discover and engage passive candidates efficiently, ensuring high-quality hires for critical roles.

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