Back to jobs
New

Tax Domain Expert (CPA's)

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(s):

We're hiring CPAs who want to work at the intersection of tax practice and AI. You'll bring deep, hands-on tax experience to help us build, ship and deploy software that tax professionals rely on every filing season.This is a single application for several open roles. Based on your background and interests, we'll match you to the path that fits best. 

What You Could Be Doing: 

  • Be the tax expert in the room: explain complex tax and accounting concepts to engineers, AI experts, designers and sales and customer teams.
  • Translate tax into product: turn tax rules, regulatory guidance and real preparer workflows into requirements, data models, business rules and acceptance criteria.
  • Work directly with customers: talk to CPA firms to find their highest-impact problems; onboard and train staff; and drive adoption, usage and change management inside their tax prep process.
  • Research and stay current: use authoritative sources to define requirements, rule sets and taxonomies, and keep the product current with tax law changes.
  • Ship and measure: write PRDs and user stories, define success metrics, verify outputs against tied-out returns, and plan launches with go-to-market and support teams.
  • Close the feedback loop: capture edge cases and customer feedback with evidence attached, and partner with AI, data and engineering on fixes.
  • Build with AI: use AI tools to speed up your own work, from models and rules to documentation and analys
What you bring: 
  • CPA (EA considered for customer-facing roles)
  • 2+ years in public accounting, a CPA or tax services firm, or tax technology
  • Hands-on preparation and review of individual and business returns: 1040 required; 1065, 1120-S or 1041 a strong plus
  • Strong review and tie-out skills, with the attention to detail that accurate automation depends on
  • Clear written and verbal communication, especially explaining tax to non-tax audiences
  • Comfortable with modern AI tools and quick to learn new software and workflows
  • Excited about using AI to improve how tax work gets done

Nice to Have's 

  • Tax software: CCH Axcess or ProSystem fx, GoSystem, UltraTax, Lacerte, ProConnect, Drake, or OCR tools such as SurePrep 1040SCAN or CCH AutoFlow
  • Technical skills: SQL and relational databases, structured data concepts, or expressing business rules in Python, JavaScript or similar
  • Product experience: product management in B2B SaaS or fintech, including writing PRDs and shipping and measuring features
  • Customer experience: customer success, implementation or client advisory work, including project-managing change at a firm
  • Builder mindset: a track record 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 NYC (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...

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...