Head of Tax Operations | AI-native accounting firm

Company Overview Our client is a remote, cloud-based accounting firm offering bookkeeping, tax and fractional CFO services to owner-operated businesses nationwide, including short-term rentals, campgrounds and hotels. Founded in 2022 by a serial founder, the firm now also covers tax planning, equity management and data engineering. It’s building an AI engine that prepares returns, so licensed CPAs spend their time on judgment, not data entry. Your Role This is not a “review returns against someone else’s checklist” role. The firm’s AI engine already prepares 1040, 1065, 1120S and C corp returns, and each needs a licensed CPA’s signature before it reaches the IRS. You’re that signature, and the person who decides what it takes to earn it. The review workflow is still being set up, so the rules for catching the engine’s mistakes are yours to write: K-1s, basis tracking and multi-state returns. You work directly with the founder and the engineers. When the engine gets something wrong, you’re talking to the people who can fix it. Success looks like this: the errors you log early stop appearing, other reviewers work from your playbook, and review time per return drops without accuracy slipping. You’ll: Return sign-off Review AI-prepared 1040, 1065, 1120S and C corp returns, and decide under your own license whether each is signed, sent back or held Focus where software tends to slip: K-1 pass-throughs, basis tracking and multi-state allocations Trace figures back to the source doc