U.S. Individual Tax Expert (CPA/EA)
As a U.S. Tax Expert, you will leverage your extensive knowledge of U.S. individual taxation to create realistic and impactful prompts and scenarios for AI-driven tax assessment tools. This role combines your expertise in tax preparation with technology, shaping the future of tax professional development through authentic and challenging training simulations. Key Responsibilities:
ā¢ Develop, review, and refine prompts and rubrics that reflect real-world U.S. individual tax preparation scenarios.
ā¢ Create accurate and diverse test cases that address multi-state, complex, and unique taxpayer situations.
ā¢ Collaborate with cross-functional teams to ensure authenticity, clarity, and accuracy in scenario development.
ā¢ Continuously analyze and update scenarios based on changes in IRS guidelines and federal, state, and local tax regulations.
ā¢ Contribute expert insights to enhance AI-driven assessment methodologies for tax professionals.
ā¢ Deliver detailed, constructive written and verbal feedback to improve assessment quality and content standards.
ā¢ Maintain meticulous attention to detail, ensuring all content aligns with the latest tax code requirements and industry best practices.
Qualifications:
ā¢ Active Certified Public Accountant (CPA) and/or Enrolled Agent (EA) license (U.S.).
ā¢ 3+ years of hands-on experience preparing U.S. individual tax returns.
ā¢ Expertise in Form 1040, associated schedules, and supporting documents (W-2, 1099, K-1, etc.).
ā¢ Proficiency with state and local tax returns, including unique jurisdictional rules and credits.
ā¢ Exceptional analytical skills and rigorous attention to detail in tax problem-solving.
ā¢ Outstanding written and verbal communication skills, with a passion for clarity and effective knowledge transfer.
ā¢ Demonstrated adaptability in interpreting and applying tax law to diverse, unfamiliar, or complex scenarios.
Preferred Qualifications:
ā¢ Experience developing educational content or assessments in a tax context.
ā¢ Background leveraging technology or AI tools within the tax or accounting sectors.
ā¢ Exposure to high-volume, complex, or non-resident/multi-state tax filings.
Work Terms:
Part-time, remote position.
Compensation:
$25 - $45 per hour.
Eligibility:
Must hold an active CPA or EA license in the U.S.
ā¢ Develop, review, and refine prompts and rubrics that reflect real-world U.S. individual tax preparation scenarios.
ā¢ Create accurate and diverse test cases that address multi-state, complex, and unique taxpayer situations.
ā¢ Collaborate with cross-functional teams to ensure authenticity, clarity, and accuracy in scenario development.
ā¢ Continuously analyze and update scenarios based on changes in IRS guidelines and federal, state, and local tax regulations.
ā¢ Contribute expert insights to enhance AI-driven assessment methodologies for tax professionals.
ā¢ Deliver detailed, constructive written and verbal feedback to improve assessment quality and content standards.
ā¢ Maintain meticulous attention to detail, ensuring all content aligns with the latest tax code requirements and industry best practices.
Qualifications:
ā¢ Active Certified Public Accountant (CPA) and/or Enrolled Agent (EA) license (U.S.).
ā¢ 3+ years of hands-on experience preparing U.S. individual tax returns.
ā¢ Expertise in Form 1040, associated schedules, and supporting documents (W-2, 1099, K-1, etc.).
ā¢ Proficiency with state and local tax returns, including unique jurisdictional rules and credits.
ā¢ Exceptional analytical skills and rigorous attention to detail in tax problem-solving.
ā¢ Outstanding written and verbal communication skills, with a passion for clarity and effective knowledge transfer.
ā¢ Demonstrated adaptability in interpreting and applying tax law to diverse, unfamiliar, or complex scenarios.
Preferred Qualifications:
ā¢ Experience developing educational content or assessments in a tax context.
ā¢ Background leveraging technology or AI tools within the tax or accounting sectors.
ā¢ Exposure to high-volume, complex, or non-resident/multi-state tax filings.
Work Terms:
Part-time, remote position.
Compensation:
$25 - $45 per hour.
Eligibility:
Must hold an active CPA or EA license in the U.S.