Tax Advisor (CPA) - Remote

Overview

The organization is seeking experienced CPAs and Tax Advisors to support a project focused on tax preparation, tax advisory, and AI evaluation.

This part-time contractor role involves preparing and reviewing tax returns, providing guidance on complex tax concepts, and evaluating AI-generated tax content using defined rubrics and scoring criteria.

No prior AI experience is required.

Responsibilities

• Prepare and review Form 1040, Schedule C, 1120-S, and 1065 tax returns.
• Provide tax guidance and explain complex tax concepts clearly.
• Review AI-generated tax advice against defined rubrics and scoring criteria.
• Verify tax documentation, filing requirements, deadlines, and applicable forms.
• Develop and refine tax-related evaluation rubrics and grading standards.
• Stay current with federal and applicable state tax laws.

Requirements

• Active CPA license
• Income tax preparation
• Income tax filing
• Tax advisory
• U.S. federal tax knowledge
• State income tax knowledge
• Strong communication skills
• Rubric development experience
• Attention to detail
• Experience with tax training & evaluation (as needed for rubric-based assessment)
• AI training & evaluation (rubric-based review; no prior AI experience required)

Preferred Qualifications

• Active CPA license in good standing with U.S. practice eligibility.
• 5+ years of professional tax preparation or advisory experience.
• Strong experience with personal and small business tax returns.
• Knowledge of current federal tax regulations and at least one state's income tax requirements.
• Excellent written and verbal communication skills.
• Experience evaluating AI-generated content or providing structured feedback.
• Experience developing rubrics or assessment criteria.
• Familiarity with ProSeries, Lacerte, Drake, or similar tax software.

Compensation & Benefits

Contractor (Part Time). Compensation details not specified.

Location

Remote (US Only).