Head of Tax Innovation

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Our Client is building the world’s first AI-powered back office platform designed specifically for accounting firms. Their tools eliminate the grind of manual tax prep, by streamlining data extraction from complex forms like K-1s and K-3s. Backed by $6.6M in seed funding from top-tier VCs, they’re entering a high-growth phase — and looking for a trailblazing tax expert to shape the future with them.

Head of Tax Innovation Role:

This is not your average CPA gig. As the in-house tax domain expert, you’ll work directly with the founders and engineering team to bring intelligence and insight into how their automation technology is built and scaled. You’ll help optimize data models, design new product features, and serve as the source of truth for complex tax matters. This role is ideal for a high-agency CPA who is excited by AI, enjoys working across product, data, and

customer-facing efforts, and the challenge of reimagining how tax software should work in the 21st century.

Head of Tax Innovation Responsibilities:

• Own the tax domain vision within their AI platform
• Collaborate with product and engineering teams to improve data extraction algorithms, workflows, and help design new, greenfield products.
• Identify gaps and lead the development of new features related to pass-through, multi-state, and tiered entity taxation
• Act as a go-to subject matter expert for customer-facing efforts
• Stay ahead of evolving tax regulations and help ensure tools reflect them

Head of Tax Innovation Qualifications:

• CPA with 2–6 years in public accounting
• Extensive experience with complex entities (K-1s, K-3s, state-level forms)
• Hands-on experience with tools like CCH Axcess, ProSystem fx, GoSystem, SurePrep, SafeSend, K1x
• Proficiency in Excel; familiarity with JSON or structured data is a bonus
• Excellent communication skills and a comfort with ambiguity
• Self-starter mindset — thrives in a fast-moving, startup environment

Head of Tax Innovation Nice to Haves:

• Previous exposure to product development or tax tech innovation
• Passion for automation, AI, or transforming traditional workflow

Head of Tax Innovation Benefits and Compensation:

• Be at the forefront of AI innovation in a traditionally slow-moving industry
• Shape a product used by top-tier accounting firms
• Work with a passionate, high-performing team backed by exceptional investors
• 120,000.00-150,000.00 + meaningful equity
• PEO-backed Healthcare

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 162317

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Rollie Minton

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