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
