Weekday, Inc. Logo

Weekday, Inc.

Tax Expert (CPA or EA)

Posted 3 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in United States
9M-15M Annually
Senior level
Remote
Hiring Remotely in United States
9M-15M Annually
Senior level
Prepare and review individual U.S. income tax returns, identify complex tax edge cases, validate product outputs against professional tax software, and collaborate with engineers and founders to improve tax product functionality, roadmap, and user experience. The role requires substantial tax-season experience, strong federal tax knowledge, and expertise with professional tax preparation platforms.
The summary above was generated by AI

๐—ง๐—ต๐—ถ๐˜€ ๐—ฟ๐—ผ๐—น๐—ฒ ๐—ถ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐—ผ๐—ป๐—ฒ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—ช๐—ฒ๐—ฒ๐—ธ๐—ฑ๐—ฎ๐˜†'๐˜€ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€

๐—ฆ๐—ฎ๐—น๐—ฎ๐—ฟ๐˜† ๐—ฟ๐—ฎ๐—ป๐—ด๐—ฒ: ๐—ฅ๐˜€ ๐Ÿต๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ - ๐—ฅ๐˜€ ๐Ÿญ๐Ÿฑ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ๐Ÿฌ (๐—ถ๐—ฒ ๐—œ๐—ก๐—ฅ ๐Ÿต๐Ÿฌ-๐Ÿญ๐Ÿฑ๐Ÿฌ ๐—Ÿ๐—ฃ๐—”)

Experience: 6+ yrs

Location: United States

Job Type: Full-time

Seeking tax experts who have lived through tax seasons firsthand and want to help shape the future of tax accounting. 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, effectively serving as a subject matter expert embedded on the engineering team.


Requirements

Key Responsibilities

  • 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 (UltraTax, CCH, Drake, Lacerte, ProSeries, or similar) and flag discrepancies.
  • Bring your tax preparation experience to help shape the product roadmap and UX.
  • Work directly with engineers to explain tax rules and expected outcomes.

Qualifications

  • Certified Public Accountant (CPA) with a tax-focused career (not audit, payroll, or bookkeeping). 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, across multiple full tax seasons (Januaryโ€“April 15).
  • Experienced reviewing tax returns, not just preparing them.
  • Strong understanding of U.S. federal individual income tax.
  • An eye for product and user experience, with the judgment to translate hands-on tax workflow experience into concrete UX feedback.
  • Comfortable working in a small, early-stage startup environment.

Benefits & Perks

  • Meaningful ownership over how a modern tax platform gets built, not just how one return gets filed.
  • Equity, on a sliding scale for candidates flexible on base compensation.
  • Direct, ongoing collaboration with the founders and engineering team.
  • A seat at the table shaping the product ahead of the upcoming tax season.

Required Skills

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 & UX Feedback, CPA, Enrolled Agent (EA), Startup Environment

Must-have skills

CPA, tax return preparation, Tax Softwares

Good-to-have skills

U.S. Federal Tax Law, Edge Case Identification, Drake Tax Software

Similar Jobs

3 Days Ago
Remote
United States
9M-15M Annually
Senior level
9M-15M Annually
Senior level
Artificial Intelligence • HR Tech • Professional Services • Software
Prepare and review individual U.S. income tax returns, identify complex tax scenarios and product edge cases, validate tax engine outputs against professional tax software, and collaborate with engineers on tax rules, product improvements, and user experience. Serve as a tax subject matter expert embedded within an early-stage product and engineering team.
Top Skills: Cch Prosystem FxDrake Tax SoftwareLacerteProseriesUltratax
13 Minutes Ago
Remote or Hybrid
146K-256K Annually
Entry level
146K-256K Annually
Entry level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Configure and architect Logik CPQ solutions for customers, lead process workshops, establish future-state workflows, oversee partner-developed code and testing, advise on application capabilities, and provide product feedback. The role serves as both a functional and technical expert during customer engagements and requires enterprise software implementation experience, analytical problem-solving, collaboration, and travel of up to 50%.
Top Skills: AIConfigure Price Quote (Cpq)Enterprise SoftwareLogikServicenow
13 Minutes Ago
Remote
USA
265K-332K Annually
Senior level
265K-332K Annually
Senior level
Consumer Web • Healthtech • Professional Services • Social Impact • Software
Lead Headwayโ€™s Web Platform team of five frontend engineers. Own frontend strategy, design systems, web architecture, accessibility, performance, testing, and agentic UI workflows. Hire and develop engineers, manage performance, align with Design and product teams, define roadmaps and metrics, and advocate for frontend standards company-wide. Remain hands-on with code and AI tools while evolving shared frameworks, tooling, documentation, and automated quality checks.
Top Skills: ClaudeCursorDatadogEddyGeminiGitHelixPagerdutyReactReact Router 7SentryTailwind CssTypescriptViteWcag 2.1 Aa

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the worldโ€™s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the countryโ€™s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account