Forward Deployed Accountant / Tax Technologist

Overview

This role is a customer-embedded Forward Deployed Accountant / Tax Technologist position focused on turning AI-assisted tax capabilities into production-ready workflows inside accounting firms and finance teams.

You will embed with CPA firms, tax practices, and in-house finance teams to map how work moves through the organization, configure and operationalize AI-powered workflows aligned to real processes, train teams to adopt, and translate recurring field patterns into practical product improvements.

Responsibilities

• Embed with customer teams to map tax and accounting workflows, including process constraints and operational realities (e.g., systems, seasonality, risk).
• Design, pilot, and operationalize AI-powered tax workflows for key activities such as:
  • research
  • document analysis
  • preparation support
  • review and memos
  • planning
  • client delivery
• Lead implementations and change management by:
  • running kickoffs
  • building rollout plans
  • training partners, managers, preparers, and operations staff
  • delivering durable playbooks and champions so outcomes scale beyond one engagement
• Diagnose workflow failures in the product context, identify practical workarounds, and stay engaged until the firm can run workflows confidently day to day.
• Partner with sales, success, and product on high-value accounts by:
  • supporting complex activations
  • proving ROI (time saved, quality lifted, capacity unlocked)
  • driving deeper adoption and expansion from strong deployments
• Surface field patterns (recurring prompts, failure modes, edge cases, training gaps, missing capabilities) and provide concrete, reproducible examples to influence product and engineering roadmap decisions.
• Build and maintain the forward-deployed implementation playbook, including templates, evaluations of real tax tasks, onboarding kits, and implementation patterns.
• Travel as needed for customer offices and industry events where in-person presence improves effectiveness, including periodic time at the organization’s San Francisco headquarters.

Requirements

• 3+ years of experience in public accounting, tax (prep, review, planning, consulting, or compliance), firm operations, client accounting services, or a closely related role, ideally within a CPA firm or tax practice.
• Deep fluency in how accounting firms operate, with credibility across stakeholders (e.g., managing partners, tax managers, preparers, and operations leads).
• Proven ability to teach and drive change:
  • explain new workflows clearly
  • recognize when someone is stuck
  • adjust quickly without creating a “behind” dynamic
• Comfort working through details of returns, research memos, document packages, review notes, and busy-season bottlenecks, using judgment to redesign workflows with AI support.
• Strong bias for action in ambiguous environments:
  • scope open-ended problems
  • ship workable processes quickly
  • measure what matters
  • iterate with real users and real client work
• Technical fluency with modern AI tools and tax/accounting software—able to configure systems, learn tools quickly, and collaborate with product/engineering (without needing to be a software engineer).
• Clear, concise communication and low-ego collaboration; willingness to pair in person with customers and teammates when helpful.
• Willingness to travel as customer needs require (typically periodic onsite visits and industry events).

Preferred Qualifications

• Active CPA, EA, or progress toward one; MST or strong tax specialization is a plus.
• Experience implementing tax or accounting software (examples include CCH Axcess, Thomson Reuters, Lacerte, UltraTax, Drake, practice-management or document systems).
• Prior experience in tax technology, firm transformation, AI enablement, professional-services implementation, or solutions consulting.
• Early-stage startup experience, or a track record of building the playbook while performing the work.
• Familiarity with how AI copilots, retrieval workflows, and prompt/evaluation loops appear in professional services (building models not required—making them useful in tax work is required).
• Experience leading training programs, change management, or process improvement inside a firm.

Compensation & Benefits

• Base pay: $100,000 to $120,000
• Variable compensation: $20,000 to $24,000 (20%)
• Equity (range to be confirmed for this role)
• Comprehensive medical, dental, and vision
• 401(k) with match
• Life insurance

Location & Travel

• Remote (US)
• Travel required: approximately 30–40%
• Occasional time at the organization’s San Francisco headquarters

Interview Process (indicative)

• Quick screen
• Domain & workflow deep dive
• Virtual interviews
• Leadership interview (including CRO/founders as appropriate)

Timeline

The organization aims to move quickly and keep candidates informed throughout the process.