Karbon Card - Certified Public Accountant

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.