Job Description
Job Title: Remote Founding Tax Preparer Job ID: 1060873
Date Posted: July 28, 2026
Employment Type: Full-time
Hiring Company (Organization): Confidential
Location: US Remote (Telecommute)
Applicants must be located in the United States.
Base Salary: $180,000 – $220,000 per year (USD)
Commensurate with experience and qualifications.
Job Description: Our client is building a firm designed around modern AI capabilities—where AI handles as much heavy lifting as credibly possible, and human judgment is applied where it matters most.
Phase 1 is to launch an AI-native, full-service tax preparation firm and is seeking a Founding Tax Professional (CPA or EA) to partner directly with the executive leadership team.
Responsibilities: Phase 1:
- Partner with the executive team to build the legal, business, and operational structures of the tax practice.
- Serve as the Responsible Official on the firm’s EFIN application; build out IRC §7216 consent flows, FTC Safeguards Rule compliance, state registrations, and data security standards.
- Write the SOPs for intake, workpapers, review standards, e-file procedures, and client communication.
- Collaborate with engineering and AI teams to design and define where AI executes, where humans verify, and how quality is measured.
Phase 2:
- Prepare, review, and sign complex individual returns (1040s with crypto activity, Schedule C self-employment, K-1s, and multi-state filings).
- Hold signing authority as the paid preparer on client returns.
- Oversee client communication and drive an exceptional, high-tech client experience.
- Continuously feed operational insights back to the AI/engineering pipeline to optimize future return automation.
Phase 3:
- Step into executive tax leadership as the firm grows
Qualifications: Required:
- Active CPA or EA license in good standing.
- Signing & EFIN Authority: Full willingness to serve as the signing paid preparer and EFIN Responsible Official.
- Full-Cycle 1040 Expertise: Deep hands-on experience taking complex individual returns from intake to e-file acceptance (Schedule C, K-1s, multi-state filings) using modern tax software stacks.
- Crypto Tax Knowledge: Solid working understanding of cryptocurrency reporting (capital gains/losses, cost basis methodologies, staking/mining income, and resolving messy exchange/on-chain data).
- AI Tool Fluency: Active, daily usage of modern AI tools (e.g., ChatGPT, Claude Code, Codex, or LLM-assisted workflows) in your professional or personal work.
- Location: Must be based in the United States.
Benefits: - Competitive salary paired with ground-floor economic upside/equity in a new business unit backed by a large built-in client base (100,000+ warm leads).
- Fully remote work setup with flexible modern operations.
- Full health coverage.
- Mentorship and daily collaboration with the platform's founding and executive team.
Job Tags
Permanent employment, Full time, Fixed term contract, Self employment, Remote work, Flexible hours