Tax Workflow Optimization Specialist

4 days ago


kannur, India beBeeTaxProfessional Full time

Transform Tax Workflows with AIWe are revolutionizing the tax and accounting space with innovative, AI-driven solutions tailored for accountants, tax professionals, and small businesses.Our mission is to simplify compliance, drive efficiency, and empower businesses to succeed by providing the necessary tools and resources.Below are the key responsibilities and qualifications for this role:Key Responsibilities:Research and ValidationConduct in-depth research of U.S. federal tax laws, IRS regulations, notices, revenue rulings, and tax court cases.Verify answers generated by our AI system for correctness and completeness.Provide citations, reasoning, and clarifications for inaccurate or incomplete outputs.Application TestingTest our tax research product with real-world scenarios, queries, forms, and business situations.Identify system errors, gaps in reasoning, or missing information.Collaborate closely with our engineering team to refine workflows, tax logic, and prompt patterns.Tax Knowledge and AlignmentReview IRS publications (Pub 15, Pub 525, Pub 463, etc.) and ensure product alignment.Analyze changes in tax laws, credits, deductions, and filing requirements.Maintain an up-to-date internal knowledge base.Scenario Building and CollaborationCreate test cases covering individual taxation, business taxation, sales tax & state-level issues, and tax planning scenarios.Work closely with our CEO, CTO, and developers to ensure accurate tax interpretation.Translate tax rules into simple, structured logic that can be used by our AI system.



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