Tax Analyst

Key Responsibilities

• 1. Tax Expertise:
• ○ Create and maintain test returns for complex federal or state tax returns to ensure compliance with IRS regulations
• ○ Stay current on federal and state legislative updates affecting taxation and reporting
• 2. Test Scenario Development:
• ○ Design, document, and execute test scenarios to validate all aspects federal and state calculations and ensure accurate software functionality
• ○ Address all possible complexities that can be present in federal and state tax law
• ○ Collaborate with development teams to ensure that test scenarios reflect real-world tax preparation challenges
• 3. Quality Assurance:
• ○ Perform detailed validations of software outputs against manual calculations
• ○ Identify and resolve discrepancies, working closely with software developers ○ Recommend enhancements to improve the accuracy and usability of the tax software
• 4. Collaboration and Documentation:
• ○ Document test cases, calculation logic, and results to support development and QA processes
• ○ Assist in user troubleshooting and support for federal and state calculations

Qualifications

• ● Experience:
• ○ Experience with one or more of these forms - 1065, 1120, 1120S, 1040, 1041, 990 - with a focus on Business Return Prep
• ○ Familiarity with CCH Axcess, GoSystem RS, ONESOURCE, Corptax, UltraTax, Lacerte, other comparable software packages
• ○ Multiple years of experience in the tax software industry, return development, and QA.
• ○ Familiarity with LLMs and modern AI tools
• ● Skills:
• ○ Strong analytical and problem-solving skills with an attention to detail
• ○ Proficiency with tax software tools with strong analysis and testing abilities
• ○ Effective communication skills to collaborate with technical and non-technical teams Benefits and Perks
• The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.
• Other benefits include:
• Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
• Remote, work-from-anywhere culture
• Flexible PTO
• World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
• Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
• 401(k) matching

Our Values