US Tax Data Analyst

Posted Yesterday
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Hiring Remotely in Manila, First District NCR, National Capital Region, PHL
In-Office or Remote
Mid level
Software • Financial Services
The Role
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.
Summary Generated by Built In
Description

Who We Are

We are a growing US tax and technology company combining expert tax services with AI and automation. We are looking for a CPA with US tax experience to join our AI team and help train and improve our AI technology.

Key Responsibilities

  • Review and analyze US individual and business tax returns.
  • Label and organize tax data for AI training.
  • Review tax documents and identify relevant information.
  • Check AI-generated results for accuracy and provide feedback.
  • Identify errors, inconsistencies, and unusual tax situations.
  • Work closely with the AI team to improve the quality and accuracy of our data.
  • Help create and improve data-labeling guidelines and processes.

Requirements

  • CPA – required
  • Minimum 3 years of US Tax experience – required
  • Strong understanding of US tax returns, forms, and schedules.
  • Excellent English communication skills.
  • Strong Excel and Google Sheets skills.
  • Very detail-oriented and organized.
  • Quick learner and comfortable learning new technology.
  • Able to work independently and take ownership.

Nice to Have

  • Experience with CCH, ProConnect, UltraTax, or GoSystem.
  • Experience with QuickBooks Online.
  • Previous experience with AI, data labeling, data annotation, or data quality.
  • Startup or technology company experience.

What We’re Looking For

Someone who is technically strong in US Tax, highly detail-oriented, curious about AI and technology, and excited to help build something new.

Skills Required

  • Certified Public Accountant CPA license
  • Minimum 3 years of US tax experience
  • Strong understanding of US tax returns, forms, and schedules
  • Excellent English communication skills
  • Strong Microsoft Excel and Google Sheets skills
  • Very detail-oriented and organized
  • Ability to learn new technology quickly
  • Ability to work independently and take ownership
  • Experience with CCH, ProConnect, UltraTax, or GoSystem
  • Experience with QuickBooks Online
  • Experience with AI, data labeling, data annotation, or data quality
  • Startup or technology company experience
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The Company
64 Employees
Year Founded: 2020

What We Do

Gelt is a tech-driven tax services company serving closely-held businesses, high-net-worth individuals, entrepreneurs, and investors. Its elite CPAs and tax professionals use technology to deliver proactive tax planning, strategy, preparation, compliance, and year-round support. Gelt helps clients navigate complex business structures, optimize tax outcomes, and manage personal and business finances while focusing on growth through tailored solutions and continuous guidance.

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