Director of Tax Intelligence

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As Director of Tax Intelligence , you’ll work side-by-side with our founders, engineers, and data scientists to build the next generation of intelligent tax software. You'll bring deep tax domain expertise to help refine our data extraction models, guide new product development, and ensure our solutions meet real-world practitioner needs.

This is an ideal opportunity for someone who’s excited about technology, has strong technical tax knowledge, and is ready to build something groundbreaking from the ground up.

Director of Tax Intelligence – Responsibilities:

• Act as the internal subject matter expert (SME) on tax workflows, particularly involving K-1s, K-3s, and other pass-through entity filings
• Collaborate with product and engineering to design new features and streamline data extraction logic
• Analyze and annotate tax documents to improve our AI data model accuracy
• Conduct research on federal and state-specific tax nuances and edge cases
• Engage with pilot customers to gather feedback and iterate on product features
• Help shape the roadmap for new AI-powered tools targeting broader tax form automation

Director of Tax Intelligence – Requirements & Qualifications:

• Licensed CPA with 2–6 years of experience in public accounting
• Hands-on experience preparing tax returns for complex entities (pass-throughs, tiered partnerships, multi-state returns)
• Familiar with modern tax preparation software, including CCH Axcess, ProSystem fx, GoSystem, SurePrep, AutoFlow, SafeSend, K1x
• Comfortable in Excel; bonus if you're familiar with structured data formats like JSON
• Self-starter with high agency, curious mindset, and the ability to thrive in a fast-paced startup
• Excited by the opportunity to merge tax knowledge with innovative AI technology

Director of Tax Intelligence – 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: 162292

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Emily Lauro

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