Tax Expert, CPA/EA

Weekday (YC W21)

. Prepare and review individual income tax returns .

Posted 10/13/2026full-timeRemote • United StatesMid-LevelSenior💰 ₹9,000,000 - ₹15,000,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in individual income tax preparation and review, with a strong understanding of U.S. federal tax law and the ability to provide actionable UX feedback based on real-world tax workflows. Proven experience in collaborating with engineering teams to enhance tax software products.

Highest-signal resume keywords

Certified Public Accountant (CPA)Individual Income Tax PreparationTax Return ReviewDrake Tax SoftwareU.S. Federal Tax Law

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PreparationEdge Case IdentificationTax Workflow TranslationComplex Scenario AnalysisDiscrepancy Validation

Soft Skills

CollaborationCommunication

Tools & Technologies

DrakeUltraTaxCCHLacerteProSeries

Certifications & Qualifications

Certified Public Accountant (CPA)Enrolled Agent (EA)

Industry Keywords

Individual Income TaxTax SoftwareTax SeasonProduct RoadmapUX Feedback

About the role

Key responsibilities & impact

Prepare and review individual income tax returns
Identify tax edge cases, complex scenarios, and ways to break the product
Validate engine output against legacy professional tax software and flag discrepancies
Bring tax preparation experience to shape the product roadmap and UX
Work directly with engineers to explain tax rules and expected outcomes
Review returns, identify edge cases, and translate real-world tax workflows into product improvements
Serve as a tax subject matter expert embedded on the engineering team

Requirements

What you’ll need

Certified Public Accountant (CPA) with a tax-focused career; experienced Enrolled Agents (EA) may also be considered
6+ years of experience preparing individual tax returns using professional tax software such as Drake, UltraTax, CCH, Lacerte, ProSeries, or similar platforms
Experience across multiple full tax seasons (January–April 15)
Experience reviewing tax returns, not just preparing them
Strong understanding of U.S. federal individual income tax
Ability to translate hands-on tax workflow experience into concrete UX feedback
Comfortable working in a small, early-stage startup environment
Experience with individual income tax preparation, tax return review, U.S. federal tax law, Drake Tax Software, UltraTax, CCH ProSystem fx, Lacerte, ProSeries, edge case identification, product and UX feedback, CPA, or Enrolled Agent (EA)

Benefits

Comp & perks

Equity, on a sliding scale for candidates flexible on base compensation
Meaningful ownership over how a modern tax platform gets built
Direct, ongoing collaboration with the founders and engineering team
A seat at the table shaping the product ahead of the upcoming tax season