US Tax Product Specialist_Individual Tax

U.S. Tax Product Specialist (Individual Tax) - AI driven Tax Automation Startup - Bengaluru

Job Summary: An AI driven  tax automation startup is keen to hire a qualified CPA / EA with 4+ years of experience in US Individual Tax role. This is a product development role, not a traditional compliance work. The selected candidate will translate complex tax rules into structured product requirements, design tax scenarios that train and test AI models, and collaborate directly with engineering and product teams to build features used by thousands of tax professionals.

About the company: An AI-driven tax automation Startup serving small and mid-sized CPA firms in the U.S., providing faster, reliable, citable automation grounded in authoritative IRS and state guidance.

Location: Mahadevpura, Bengaluru

Designation: U.S. Tax Product Specialist – Individual Tax

Roles & Responsibilities : 

• Design and architect tax logic for Form 1040 and related schedules (C, F, 1116, K-1s) and translate IRS code, regulations, and rulings into structured product requirements for engineering implementation
• Build comprehensive tax scenario libraries covering complex situations (self-employed income, foreign tax credits, multi-K1 reporting) to train and validate AI models
• Review and validate AI-generated outputs for technical accuracy and test product features against real-world tax scenarios to ensure they meet CPA firm standards
• Partner with product managers, engineers, and AI/ML teams to prioritize roadmap features, refine training data, and ensure tax logic integrity throughout development cycles
• Collaborate with UX designers to shape user workflows and provide expert guidance on IRS notices, rulings, and publications to inform platform content strategy

Requirements:

• Active CPA or EA license (U.S.)
• 4-10+ years in U.S. individual tax compliance and advisory, with expertise in complex Form 1040 scenarios
• Strong technical foundation in interpreting IRS code, Treasury regulations, Revenue Rulings, court cases, and technical guidance
• Product mindset: ability to think systematically about how tax rules translate into software features and automation logic
• Excellent problem solving skills and ability to explain complex tax concepts clearly for both technical and non-technical audiences 

Good to have

• Experience collaborating with product, engineering, or technology teams in tax software, fintech, or related environments
• Experience designing tax calculation engines, decision trees, or logic frameworks for software applications 

Education: Qualified CPA / EA preferably 

Experience: 4+ years in U.S. individual tax compliance

Working days: Monday to Friday

Interview Process:

- Short screening test - ~20-30 minutes
- 2 interviews - 45 min each

Contact Details: For more details on this vacancy, contact Ayush at hire@hiregenie.in. 

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