Experience: 5-10 years
Job Type: Full-time (Contractual / Freelancing)
Location: Remote
Required Skills: US Individual tax, 1040, 1099, W2, CPA, Enroll agent
Join our team as a U.S. Tax Expert (CPA/EA) – Prompt & Scenario Development, where your advanced tax expertise powers the creation of realistic, high-impact prompts and scenarios for AI-driven tax assessment tools. You will merge deep knowledge of U.S. individual taxation with technology, ensuring authentic, challenging, and up-to-date training simulations that shape the future of tax professional development.
Key Responsibilities:
- Develop, review, and refine prompts and rubrics that mirror real-world U.S. individual tax preparation scenarios.
- Create accurate, diverse test cases that address multi-state, complex, and unique taxpayer situations.
- Collaborate with cross-functional teams to guarantee authenticity, clarity, and accuracy in scenario development.
- Continuously analyze and update scenarios based on changes in IRS guidelines, federal, and state/local tax regulations.
- Contribute expert insights to enhance AI-driven assessment methodologies for tax professionals.
- Deliver detailed, constructive written and verbal feedback to elevate assessment quality and content standards.
- Maintain meticulous attention to detail, ensuring all content aligns with the latest tax code requirements and industry best practices.
Required Skills and Qualifications:
- Active Certified Public Accountant (CPA) and/or Enrolled Agent (EA) license (U.S.).
- 3+ years of hands-on experience preparing U.S. individual tax returns.
- Expertise in Form 1040, associated schedules, and supporting documents (W-2, 1099, K-1, etc.).
- Proficiency with state and local tax returns, including unique jurisdictional rules and credits.
- Exceptional analytical skills and rigorous attention to detail in tax problem-solving.
- Outstanding written and verbal communication skills, with a passion for clarity and effective knowledge transfer.
- Demonstrated adaptability in interpreting and applying tax law to diverse, unfamiliar, or complex scenarios.
Preferred Qualifications:
- Experience developing educational content or assessments in a tax context.
- Background leveraging technology or AI tools within the tax or accounting sectors.
- Exposure to high-volume, complex, or non-resident/multi-state tax filings.