01
Start with the workflow
We learn how tax professionals actually work before deciding what technology should do.
Careers at Tax Automate
Build practical AI for the people behind every tax return.
Tax Automate is creating one connected platform for tax preparation, practice management, and front office automation. Join us in turning repetitive work into better client service and higher-value professional work.
How we think
Automation should strengthen professional judgment.
We build around real tax-practice workflows, with people retaining control of review, approval, and client delivery.
02
Make complexity feel simple
Our products connect documents, client context, communications, and action without adding another fragmented process.
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Earn trust through clarity
We are precise about automation, professional review, data handling, and what the product can deliver.
Where you could contribute
Different disciplines. One connected product.
As Tax Automate grows, we expect to work with people who understand software, tax operations, client experience, and the demands of running a modern practice.
Engineering & AI
Product engineering, applied AI, data workflows, integrations, security, and infrastructure.
Product & Design
Workflow research, product management, experience design, and clear product communication.
Tax Domain & Operations
Tax-preparation workflows, professional review, notices, planning, implementation, and quality.
Customer Success & Growth
Firm onboarding, education, support, partnerships, sales, and long-term customer outcomes.
Open roles
Help tax practices work differently.
We are looking for people who can connect technology to measurable outcomes for tax professionals and their clients.
Customer experience
Customer Success Specialist — Tax Technology
Help tax firms adopt Tax Automate, improve their workflows, and get lasting value from the platform.
- Lead onboarding and product education
- Resolve workflow and product questions
- Turn customer feedback into clear next actions
Growth
Sales Executive — Tax Technology
Guide tax firms from their operational bottlenecks to the right Tax Automate products and connected workflow.
- Qualify prospects and conduct product demonstrations
- Manage opportunities, follow-up, and pipeline
- Create a clear handoff to Customer Success
Implementation
Tax Automation Implementation Specialist
Translate each firm’s tax software, client intake, review, and delivery processes into a connected Tax Automate workflow.
- Map current workflows and implementation requirements
- Configure integrations, intake, and review controls
- Coordinate launch, training, and adoption
Engineering & AI
Full-Stack AI Product Engineer
Build reliable product experiences across automated tax preparation, Practice 360, and TaxAutomate AI Front Desk.
- Develop end-to-end product capabilities
- Integrate AI services, data flows, and external systems
- Improve security, observability, and product quality
Tax strategy & advisory
CPA — Business & Tax Strategy
Bring professional tax expertise to client strategy, tax-planning opportunities, and the workflows Tax Automate builds for advisory-focused practices.
- Identify planning opportunities across individual and business clients
- Shape practical tax strategy and advisory workflows
- Partner with product teams to turn professional judgment into useful guidance
Introduce yourself
Do your best work at the intersection of tax and technology.
We are building our team thoughtfully. If your experience fits the problems Tax Automate is solving, tell us what you do well, the kind of work you want to own, and why this mission interests you.
Submitting an introduction does not represent an offer of employment or confirmation of a current opening.