Tax Software Specialist

Job Summary

To ensure the accuracy and reliability of an AI-driven tax platform, the full-time Tax Software Specialist will test the platform end-to-end, validate tax logic, and document findings while working in a hybrid environment based in San Diego or remotely for the right candidate.

Key responsibilities

• Test the platform from document upload through AI extraction and return generation
• Stress test complex tax scenarios and validate exports across various tax software platforms
• Document tax logic decisions and QA findings while collaborating with Product, Engineering, and Customer Support teams

Required qualifications

• 2+ years of experience in tax preparation, accounting, or audit
• Strong understanding of federal and state individual tax returns
• Experience with one or more professional tax software platforms (Drake, ProConnect, Lacerte, UltraTax, CCH)
• Background at a tax, accounting, or auditing firm
• Ability to work independently and take ownership in a startup environment