Overview
Remote opportunity to support advanced AI evaluation and training by translating real tax compliance, provision, planning, and controversy workflows into high-quality evaluation and training tasks.
This role is open to experienced tax accounting and advisory professionals covering individual, corporate, partnership, pass-through, SALT, and international tax.
Responsibilities
- Create realistic tax scenarios based on day-to-day professional work
- Develop tasks involving federal and state tax return preparation
- Review AI-generated tax analyses for technical accuracy and defensibility
- Evaluate calculations, assumptions, tax positions, and filing approaches
- Create reference answers demonstrating how experienced tax professionals reason through complex issues
- Review tax notices, information document requests, and controversy scenarios
- Evaluate tax planning strategies and estimated payment calculations
- Provide detailed written feedback explaining technical errors or weak reasoning
- Collaborate remotely and asynchronously with a research team
Requirements
- Professional experience in tax accounting, tax compliance, tax provision, tax planning, or tax advisory
- CPA or Enrolled Agent credential strongly preferred
- Clear expertise in at least one tax specialty such as corporate, individual, partnership, SALT, or international tax
- Public accounting firm or in-house tax experience
- Bachelor’s degree in Accounting, Finance, Taxation, or a related discipline
- Strong understanding of real-world tax workflows and professional judgment
- Ability to evaluate whether a tax position is technically accurate and defensible
- Strong written communication
- Excellent attention to detail
- Ability to explain complex tax issues clearly and concisely
Preferred Qualifications
- CPA, EA, CA, or equivalent professional credential
- MST, MAcc, MBA, JD, LLM in Taxation, or another advanced degree
- Experience at a public accounting firm, corporate tax department, financial institution, family office, or tax advisory practice
- Experience preparing or reviewing complex tax returns
- Experience owning tax provision or compliance processes
- Experience responding to IRS or state tax notices
- Experience with tax audits or controversy
- Experience reviewing work prepared by other tax professionals
- Experience writing tax research memoranda or technical documentation
Location
Remote