Posted on 2025/10/07
CPA to work with ex-Amazon AI team
Stealth Startup
San Francisco, CA, United States
Qualifications
- Experience: 5+ years of hands-on tax preparation and review experience — ideally across individual, business, and trust returns
- Credentials: Active CPA license (or equivalent) required
- Technical Aptitude: Comfortable using tax software (e.g., Lacerte, ProSeries, UltraTax, or CCH), and curious about how these systems work under the hood
- Mindset: Excited to collaborate with engineers and data scientists; eager to rethink how accounting work gets done
- Attention to Detail: Deep understanding of tax form structure, common exceptions, and supporting documentation requirements
- Bonus Points: Experience in firm operations, CAS workflows, or interest in AI/automation within accounting
Benefits
- Impact: Help build the tools that will power the accounting firm of the future
- Culture: Small, elite, and fast-moving — where your expertise shapes the product from day one
- Compensation: Competitive pay and meaningful equity
Responsibilities
- We’re hiring a Certified Public Accountant (CPA) to help us design, test, and refine AI workflows for individual, business, and trust tax returns
- This is not a traditional tax prep role — you’ll be working side-by-side with our engineering and product teams to build the next generation of tax automation
- You’ll bring your technical tax knowledge to guide how our AI agents process real-world returns, review extracted data, validate schemas, and flag edge cases that matter to practitioners
- You’ll have a front-row seat to how AI is reshaping public accounting — and the opportunity to shape it yourself
- Tax Return Expertise: Prepare and review individual (1040), business (1120, 1120S, 1065), and trust (1041) tax returns to validate AI-generated results and identify logic improvements
- Schema & Workflow Design: Collaborate with engineers to map form fields, dependencies, and validation logic across extract and core schemas
- Quality Assurance: Review data extracted from tax documents (W-2s, 1099s, K-1s, etc.) and help train our AI agents to detect common errors and exceptions
- Testing & Training: Provide labeled examples and feedback loops that improve the accuracy and reliability of automated workflows
- Process Innovation: Recommend improvements to document intake, review workflows, and client deliverables that align with how real firms operate
- Domain Leadership: Serve as the accounting subject matter expert within a cross-functional AI team
Full Description
About Acacia AI
At Acacia AI, we're revolutionizing the accounting profession by building AI co-workers for modern accounting firms.
Our intelligent agents automate repetitive, manual tasks — from document intake and validation to data entry — freeing accountants to focus on tax prep, strategy, advisory, and growth.
Our mission is to allow accountants to do the actual accounting work and for Acacia to do everything else. Founders Blaze O'Byrne (https://www.linkedin.com/in/blaze-obyrne/) and Wilm Kranz (https://www.linkedin.com/in/wilm-kranz-24092236/) bring together deep domain expertise with cutting-edge AI systems to build the platform that will define the next generation of firm operations — more productive, more accurate, and more profitable.
We’re an early-stage, fast-moving team that spun out of Amazon AI and is backed by top investors.
Role Overview
We’re hiring a Certified Public Accountant (CPA) to help us design, test, and refine AI workflows for individual, business, and trust tax returns.
This is not a traditional tax prep role — you’ll be working side-by-side with our engineering and product teams to build the next generation of tax automation.
You’ll bring your technical tax knowledge to guide how our AI agents process real-world returns, review extracted data, validate schemas, and flag edge cases that matter to practitioners.
You’ll have a front-row seat to how AI is reshaping public accounting — and the opportunity to shape it yourself.
Key Responsibilities
• Tax Return Expertise: Prepare and review individual (1040), business (1120, 1120S, 1065), and trust (1041) tax returns to validate AI-generated results and identify logic improvements.
• Schema & Workflow Design: Collaborate with engineers to map form fields, dependencies, and validation logic across extract and core schemas.
• Quality Assurance: Review data extracted from tax documents (W-2s, 1099s, K-1s, etc.) and help train our AI agents to detect common errors and exceptions.
• Testing & Training: Provide labeled examples and feedback loops that improve the accuracy and reliability of automated workflows.
• Process Innovation: Recommend improvements to document intake, review workflows, and client deliverables that align with how real firms operate.
• Domain Leadership: Serve as the accounting subject matter expert within a cross-functional AI team.
What We’re Looking For
• Experience: 5+ years of hands-on tax preparation and review experience — ideally across individual, business, and trust returns.
• Credentials: Active CPA license (or equivalent) required.
• Technical Aptitude: Comfortable using tax software (e.g., Lacerte, ProSeries, UltraTax, or CCH), and curious about how these systems work under the hood.
• Mindset: Excited to collaborate with engineers and data scientists; eager to rethink how accounting work gets done.
• Attention to Detail: Deep understanding of tax form structure, common exceptions, and supporting documentation requirements.
• Bonus Points: Experience in firm operations, CAS workflows, or interest in AI/automation within accounting.
Why Join Acacia AI
• Impact: Help build the tools that will power the accounting firm of the future.
• Culture: Small, elite, and fast-moving — where your expertise shapes the product from day one.
• Growth: Be part of a category-defining company at the intersection of AI and professional services.
• Compensation: Competitive pay and meaningful equity.
If you’re a CPA who believes the accounting profession is on the verge of a major transformation — and you want to help shape what comes next — we’d love to meet you.
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