Role: CPA & Accounting Subject Matter Expert

Function: Accounting / Tax / Product Domain Expertise

Location: Bengaluru, India (Hybrid)

Type: Full-time

Industry: Accounting, AI / Technology, FinTech

About Company

An AI technology company founded in 2025, headquartered in Singapore and Bengaluru. The company builds an AI platform that acts as a specialized junior accountant for independent accounting firms.

It serves firms primarily across North America, delivering productivity gains exceeding five times in targeted workflows. Backed by $6 million in seed funding, the team of 8 is led by experienced AI and technology founders.

The company targets the $150 billion global accounting sector by automating routine tasks so accountants can focus on higher-value work.

Position Overview

As the CPA & Accounting Subject Matter Expert, you are the domain backbone of the product. You will work directly with US-based accounting firm clients, validate AI-generated outputs for technical accuracy, and translate real-world tax workflows into precise process specifications that engineering and product teams build on. This is a client-facing, hands-on role at the intersection of deep tax expertise and AI-native product development.

Role & Responsibilities

Prepare and review US individual and business tax returns (1040, 1120, 1065, S-corps, partnerships) and validate AI-generated outputs before they reach clients
Run client discovery calls, manage document collection conversations, and handle filing season communication with US-based accounting firm clients
Translate complex, real-world tax workflows into step-by-step process documentation with edge cases for the product and engineering team
Act as the quality gate for AI agent outputs — flagging errors, identifying failure patterns, and providing structured feedback with specific corrective guidance
Identify workflow gaps, manual workarounds, and between-system pain points at CPA firms that the company's platform should address
Conduct tax research using IRC sections, PLRs, and Rev. Procs. for non-standard client situations and document findings clearly
Contribute to product feature feedback with specific, actionable input — not just identifying what's wrong, but articulating what correct behavior looks like and why

Must Have Criteria

Active CPA license (US) with 5+ years of hands-on US tax preparation experience — 1040s, 1120s, 1065s, S-corps, and partnerships
Direct, hands-on tax return preparation experience (not supervisory-only) at a small or mid-size CPA firm
5+ years of direct client-facing experience with US individual and small business clients, including sensitive document and liability conversations
Working knowledge of bookkeeping fundamentals — chart of accounts, reconciliations, payroll entries, and how books feed into tax returns
Hands-on experience with at least one US tax software platform — UltraTax, Lacerte, Drake, CCH Axcess, or ProSeries
Experience documenting workflows in writing — process notes, SOPs, or structured specs — not just verbal institutional knowledge
Demonstrated comfort using AI tools (document summarization, draft generation, data extraction) as part of daily work

Nice to Have

Dedicated bookkeeping or accounting operations experience beyond tax preparation
Familiarity with tax practice management tools such as Karbon, Canopy, or TaxDome
Experience contributing to product or process design at a fintech, accounting tech, or SaaS company
Exposure to async-first remote work environments with distributed US and India teams

What We Offer

Opportunity to shape the product roadmap of a funded AI startup redefining how accounting firms operate
Direct collaboration with founders and a small, high-caliber team of 8 where your expertise has immediate impact
Hybrid work setup based in Bengaluru with regular engagement with US-based clients and partners
Competitive compensation with meaningful early-stage equity in a $6M seed-funded company
A front-row seat to building AI infrastructure for a $150 billion global industry — from the ground floor