Certified Public Accountant

About Karbon
At
AiA by Karbon
, we're reimagining how accounting and tax professionals work with technology. Backed by leading fintech investors, we're building intelligent automation tools that transform how CPAs, accounting firms, and SMBs handle taxation, compliance, and client management.

What We Do
Our product — the
AiA Tax Copilot
— blends
AI, automation, and expert tax workflows
to simplify US tax preparation and compliance. We help accounting firms and independent CPAs save time, reduce errors, and focus on what matters most:
client advisory and growth
.

Our Vision
To become the AI-Coworker that every accountant trusts.

What You Will Do
We're looking for a
licensed Certified Public Accountant (CPA)
to
lead AiA's US Tax Practice
and collaborate with our
product and engineering teams
. You'll manage client operations, define scalable processes, and provide continuous feedback to help shape our tax technology solutions.

Key Responsibilities
Client Operations

• Lead and manage US tax preparation and filing for individuals and SMBs (1040, 1065, 1120S, etc.).
• Build and oversee SOPs, review workflows, and quality-check systems for tax accuracy and compliance.
• Handle client onboarding, documentation, and compliance processes end-to-end.

Leadership & Scaling

• Establish and scale AiA's US Taxation Division — including team structure, training, and process documentation.
• Hire, mentor, and guide a team of tax preparers and associates.
• Plan for seasonal workload spikes and build systems for client retention and service excellence.

Product Collaboration

• Partner with product managers and engineers to translate CPA workflows into intuitive digital experiences.
• Share insights from real-world client work to refine automation logic, test prototypes, and enhance user flows.
• Contribute to development of features like form mapping (1040, K-1, W-2), data parsing, and compliance checks.
• Identify automation and process-optimization opportunities to make tax prep faster and smarter.

Strategic Input

• Advise leadership on IRS compliance frameworks, e-file partnerships, and regulatory considerations.
• Represent the voice of the customer within the product team — ensuring every enhancement solves a real CPA pain point.

Requirements

• Active CPA license (mandatory).
• 5–10 years of experience in US tax preparation and advisory for individuals and small businesses.
• Proven experience managing 1040, 1065, and 1120S returns.
• Hands-on experience with tax software such as Drake, Lacerte, UltraTax, or ProConnect.
• Track record of leading teams or managing 80+ returns per year.
• Excellent understanding of US tax laws, compliance, and client communication.
• Strong problem-solving and analytical skills with a passion for efficiency and innovation.
• Bonus: Experience with fintech, automation tools, or AI-driven tax tech platforms.

Our Way of Life — The Karbon Values
C – Collaborate to Win
We win together, not alone. We listen, challenge with care, and move as one team.

E – Excel Relentlessly
"Good enough" isn't good enough. We push for world-class in everything we do.

O – Own It End-to-End
We think like founders. We take full responsibility for outcomes—not just tasks.

Perks & Benefits

• Upskilling Policy: Access to courses, certifications, and learning tools to grow your expertise.
• Team Outings: Offsites and celebrations to connect and unwind.
• Engagement Initiatives: Hackathons, open demos, and fun game nights.
• Flexible Work-from-Home: Up to 12 WFH days every 6 months.
• Menstrual WFH: Women employees can avail up to 3 WFH days per month.
• Mobility Benefits: Relocation support and travel allowance.
• Parental Support: Maternity, paternity, and adoption leave.

Why Join Us
This is your chance to
shape the future of AI-powered taxation
while working with a cross-functional global team. You'll blend your domain expertise with technology innovation — creating tools that transform how CPAs work and deliver impact at scale.

Skills: compliance,us tax,team leadership,ultra tax,accounting,irs compliance,drake tax software