Back to jobs

Forward Deployed Accountant

New York

Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.

Founded in 2022, we launched with $60 million in early stage funding from some of the world’s leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).

Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services. We’re looking to hire strong team members to grow the team. Some of the traits we look for are:

  • Owner Mentality - Desire to take initiative, identify problems, and implement solutions
  • Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
  • Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
  • Team Oriented - Ability to collaborate respectfully and put the team above the self

The Role

We're hiring a Forward Deployed Accountant (FDA) — a CPA embedded inside our customers' tax workflows. You'll be the one dedicated person a firm partners with for everything related to Black Ore: onboarding, training, questions, issues, and changing how their tax prep process actually runs. The role spans the full customer lifecycle: you'll support active deals as the tax-technical expert on demos and evaluations, then own your accounts after signature — driving adoption, monitoring usage, and keeping firms healthy through renewal. You'll also serve as one of the company's most important sources of product input, translating what you observe inside customer firms into evidence our R&D team can build against. This is a role for someone with deep public accounting experience who wants to work at the intersection of tax practice and AI.

What You'll Do

  • Own your book of accounts end-to-end: Run kickoff, project plans, and weekly cadences; you are the firm's dedicated partner from signature through renewal — not a handoff point.
  • Drive adoption and change management: Adopting Black Ore means changing how a firm prepares returns. You'll train staff, embed the product in their workflow, and project-manage that change.
  • Monitor usage and intervene early: Track how much contracted volume your firms actually run through the platform; proactively re-engage accounts that fall behind before they become renewal risk.
  • Support the sales team pre-sale: Join demos and prospect calls as the tax-domain expert; unblock AEs on tax-technical, CCH, and product questions during active deals.
  • Flag expansion signals: When a firm approaches capacity, surface it to the Account Executive, who owns the commercial conversation.
  • Feed the product loop: Capture edge cases and user feedback with named-account evidence attached; partner with AI/Data/Engineering on resolutions.
  • Configure and verify: Set up environments, roles, and readiness checks on representative workflows against agreed success criteria.

Qualifications

  • CPA or EA credential
  • 3+ years of experience preparing tax returns
  • 2+ years of 1040 experience: Hands-on 1040 prep/review in a CPA or tax services setting
  • Tax software experience: Familiarity with some of the following: CCH Axcess Tax, CCH ProSystem fx, Thomson Reuters GoSystem, UltraTax, Intuit ProConnect, Lacerte, ProSeries, Drake
  • Detail oriented: Strong tax review/tie-out skills to ensure accurate automation and reliable results
  • Commercial: Comfortable in front of customers across the lifecycle — from pre-sale demos to difficult adoption conversations — building trust and managing expectations
  • Written/verbal communication: Clearly articulate findings and next steps to internal and external stakeholders
  • Organization & project management: Plan, track, and deliver against implementation and adoption timelines with clear ownership
  • Tech-savvy: Comfortable with modern AI tools and quick to learn new products and workflows

Preferred Qualifications

  • 2+ years of 1065 experience: Hands-on 1065 prep/review with large, complex partnerships
  • OCR solution experience: Prior use of legacy scan-and-populate tools such as SurePrep 1040SCAN, CCH AutoFlow, GruntWorx
  • Portal & document management experience: CCH, Thomson Reuters, SafeSend, or comparable firm systems
  • Customer-facing experience: Prior CSM, implementation, or client-advisory work alongside tax practice
  • Entrepreneurial/process builder: History of creating new processes and playbooks in fast-moving environments

What we offer: 

  • Competitive salary and equity based compensation
  • Best-in-Class health benefits
    • Platinum, 100% Employer-paid medical, dental and vision insurance
    • Health Savings Account (HSA) and Flexible Spending Account (FSA)
    • Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
  • 401K, Roth 401k and other employer sponsored investment benefits
  • Parental Leave
  • Unlimited PTO
  • Relocation support to Austin, NYC or SF (as needed)
 

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Black Ore’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 07/31/2029

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.