Head of Product

Description

If you’ve spent tax seasons inside UltraTax, CCH, Drake, Lacerte, or similar software, you already know the problem. Tax professionals still rely on decades-old tools, rigid workflows, repetitive data entry, and disconnected systems.

The company is building the tax platform professionals should have had years ago: modern software that takes a return from client documents through preparation, review, and filing in one place.

We’re looking for tax experts who have lived through tax seasons firsthand and want to help shape the future of tax accounting.

Responsibilities

• You’ll work closely with the founding team to review returns, identify edge cases, and translate real-world tax workflows into product improvements.
• This is not a traditional accounting firm role. You’ll bring your tax expertise into the product-building process, working at the intersection of tax, technology, and product.
• Be a member of the founding team sitting between engineering + regulatory team
• Identify tax edge cases, complex scenarios, and ways to break the product
• Bring your tax preparation experience to help shape the product roadmap
• Prepare and review individual income tax returns

Requirements

• Certified Public Accountant. Experienced Enrolled Agents may also be considered
• Experienced preparing individual tax returns using professional tax software such as Drake, UltraTax, CCH, Lacerte, ProSeries, or similar platforms
• Experienced reviewing tax returns, not just preparing them
• Strong understanding of U.S. federal individual income tax
• What Makes This Role Different
• At a traditional accounting firm, your work ends when the return is finished.
• At the company, the tax knowledge you bring can improve how thousands of future returns are prepared.
• You’ll have a direct line between what you see in real tax work and what gets built into the product. You’ll work alongside engineers, founders, and customers to help create the tax software you wish you had when preparing and reviewing returns.
• If you’ve spent years working around the limitations of traditional tax software and have thought, there has to be a better way to do this, this is an opportunity to help build it.
• If you’re an experienced tax professional who enjoys technology and wants to help build the next generation of tax software, we’d love to hear from you.
• Experience: 3+ years
• Visa: US citizen/visa only