Overview
Tax Advisors with CPA or Enrolled Agent credentials are needed to review and evaluate income tax preparation and filing scenarios. This contractor role is remote and US-only. Responsibilities include applying 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.
- Ability to perform quality reviews using rubrics, checklists, or similar tools (experience is a plus).
- Interest in AI and technology-driven tax solutions.
Compensation & Benefits
- Contractor role (job type only; compensation details not provided).
Location