Forward Deployed Accountant / Tax Technologist

The posting, as Taxgpt wrote it

Forward Deployed Accountant / Tax Technologist

We’re looking for a customer-embedded tax professional who can turn TaxGPT into production-ready workflows inside accounting firms: someone who speaks fluent tax, redesigns how work gets done, and feeds what they learn straight back into product.

Remote (US) · Travel Required (Approximately 30–40%) · Full Time · Base Pay $100,000 to $120,000 + Variable Compensation $20,000 to $24,000 (20%)

About the Role
TaxGPT is building the intelligence layer for tax. We’ve partnered with over 5,000 firms and 6,000+ businesses, from lean CPA firms to global enterprises, to redefine how professionals research, collaborate, and execute tax workflows using AI. Recently named one of Business Insider’s 30 Early-Stage Startups Most Likely to Become Tech’s Next Unicorns, we’re scaling the operating system for tax, accounting, and advisory firms.

You will join as a founding Forward Deployed Accountant / Tax Technologist, our version of the forward-deployed role pioneered in AI companies, adapted for tax and accounting. You will embed with TaxGPT customers (CPA firms, tax practices, and finance teams), map how work actually moves through the firm, configure and operationalize TaxGPT against those workflows, train teams to adopt, and surface field patterns that shape our product roadmap.

This is not a pure software engineering role, and it is not classic customer success. You bring accounting and tax judgment into the room, redesign workflows with AI in the loop, and close the gap between what the product can do and what the firm needs done during research, prep, review, planning, and client delivery. You move quickly from discovery to durable playbooks, under tight feedback loops with real users and real client work.

If you thrive in ambiguity, earn trust with partners and preparers alike, and want to help write how tax firms adopt AI, this is for you.

What You’ll Do

• Embed with TaxGPT customers to map tax and accounting workflows, de-risk constraints (process, systems, seasonality, risk), and define crisp success metrics for each deployment.
• Design → pilot → operationalize AI-powered tax workflows: configure TaxGPT around firm processes for research, document analysis, prep support, review, memos, planning, and client work, then harden those workflows so they hold up in busy season.
• Lead implementation and change: run kickoffs, build rollout plans, train partners, managers, preparers, and ops staff, and hand off durable playbooks and champions so wins scale beyond one engagement.
• Work inside the product with customers: diagnose where a workflow breaks, find practical workarounds, stay on the problem until the firm can run it confidently day to day.
• Partner with sales, success, and product on high-value accounts: support complex activations, prove ROI (time saved, quality lifted, capacity unlocked), and help turn strong deployments into deeper adoption and expansion.
• Surface field patterns (rec

[…]
able daily use of TaxGPT in live client work.

• Leaves behind playbooks and champions, not one-off heroics, so adoption survives busy season and staff turnover.
• Turns messy, firm-specific workflows into patterns that product and engineering can ship for the next hundred firms.
• Earns trust as the tax-domain voice of the customer inside TaxGPT, and as the TaxGPT expert inside the firm.
• Measures outcomes that matter to partners: hours saved, review cycles shortened, capacity unlocked, risk reduced, and quality maintained or improved.

What We Offer
Compensation: Competitive base salary plus equity (range to be confirmed for this role)
Benefits: Comprehensive medical, dental, and vision; 401(k) with match; life insurance; equity
Remote-first: Work from anywhere in the U.S., with customer travel as needed and occasional time at our San Francisco headquarters
Ownership & impact: Direct visibility into leadership, product strategy, and how thousands of firms adopt AI tax workflows
Growth: High-impact founding seat on a forward-deployed function you help define
Culture: We’re a high-trust, high-output team. Expect fast feedback loops, real ownership, and cross-functional collaboration

Interview Process (indicative)
Step 1: Quick Screen
Apply online and we’ll review your background quickly.

Step 2: Domain & Workflow Deep Dive
Walk through how you’ve owned tax or firm workflows end to end (prep/review, planning, ops, or implementation) and how you’d approach embedding TaxGPT in a real firm.

Step 3: Virtual Interview(s)
Meet the hiring team to dig into customer-facing judgment, change management, and how you partner with product.

Step 4: Leadership Interview
Meet with leadership (including CRO / founders as appropriate) on TaxGPT’s mission, the forward-deployed charter, and the impact you could make.

Timeline
We aim to move quickly and keep candidates informed throughout the process.

Compensation
The base pay range for this role is $100,000 – $120,000 per year.