Tax Lead, Frame

???? Description

• Interface with Clients: Proactive tax insights and white-glove experience
• Prepare, review, and file tax returns for households ($1M–$25M net worth) and related business returns
• Architect the Tax Brain: break down tax decisions into logic trees for engineers to code
• Train AI: review AI advice, correct logic, write system instructions to prevent hallucinations
• Solve edge cases: AMT crossover, wash sales, QSBS, multi-state allocation

???? Requirements

• Active CPA license for 5+ years
• 500+ individual (1040) returns prepared, reviewed, and/or filed
• Experience serving clients with $1M–$25M net worth
• Working knowledge of business returns (S-corps, partnerships, Schedule C)
• Logic-driven, tech-forward, low ego, high agency

???? Benefits

• Equity in a venture-backed startup.
• Small, high-trust team; fast shipping.
• Tools: Notion, Slack, Google Meet.
• Remote-friendly culture with ownership.

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