Overview
Contract role (Tax Advisor)
Location: Remote – US Only
This position involves reviewing and evaluating federal and state income tax preparation and filing scenarios. The work applies tax expertise to assess AI-generated tax guidance and improve accuracy.
Responsibilities
- Review real-world federal and state income tax scenarios.
- Evaluate tax preparation and filing documents and workflows.
- Provide accurate guidance based on IRS regulations and tax standards.
- Identify tax complexities, exceptions, and potential errors.
- Develop and apply tax-related rubrics, checklists, and quality standards.
- Evaluate AI-generated tax responses for accuracy and completeness.
- Provide clear, structured feedback and recommendations.
Requirements
- Active CPA license or Enrolled Agent (EA) credential is required.
- Proven experience in income tax preparation and filing for individuals and/or businesses.
- Strong knowledge of federal and state tax regulations.
- Excellent written and verbal communication skills.
- Strong attention to detail and analytical skills.
- Ability to explain complex tax concepts clearly.
- Experience with quality reviews, audits, rubrics, or checklists is a plus.
- Interest in AI and technology-driven tax solutions.