Tax Advisor (CPA or EA) - Remote

Overview

This contractor role involves reviewing and evaluating income tax preparation and filing scenarios. Tax expertise will be used 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.

Preferred Qualifications

• Experience with quality reviews, audits, rubrics, or checklists.
• Interest in AI and technology-driven tax solutions.

Location

Remote — US Only

Job Type

Contractor