U.S. Individual Tax Expert

Job Title: U.S. Tax Expert

Job Type: Contract ( Part-Time)

Location: Remote

Job Summary:

Join our customer’s team as a U.S. Tax Expert (CPA/EA) – Prompt & Scenario Development, where your advanced tax expertise powers the creation of realistic, high-impact prompts and scenarios for AI-driven tax assessment tools. You will merge deep knowledge of U.S. individual taxation with technology, ensuring authentic, challenging, and up-to-date training simulations that shape the future of tax professional development.

Key Responsibilities:

1. Develop, review, and refine prompts and rubrics that mirror real-world U.S. individual tax preparation scenarios.
2. Create accurate, diverse test cases that address multi-state, complex, and unique taxpayer situations.
3. Collaborate with cross-functional teams to guarantee authenticity, clarity, and accuracy in scenario development.
4. Continuously analyze and update scenarios based on changes in IRS guidelines, federal, and state/local tax regulations.
5. Contribute expert insights to enhance AI-driven assessment methodologies for tax professionals.
6. Deliver detailed, constructive written and verbal feedback to elevate assessment quality and content standards.
7. Maintain meticulous attention to detail, ensuring all content aligns with the latest tax code requirements and industry best practices.

Required Skills and Qualifications:

1. Active Certified Public Accountant (CPA) and/or Enrolled Agent (EA) license (U.S.).
2. 3+ years of hands-on experience preparing U.S. individual tax returns.
3. Expertise in Form 1040, associated schedules, and supporting documents (W-2, 1099, K-1, etc.).
4. Proficiency with state and local tax returns, including unique jurisdictional rules and credits.
5. Exceptional analytical skills and rigorous attention to detail in tax problem-solving.
6. Outstanding written and verbal communication skills, with a passion for clarity and effective knowledge transfer.
7. Demonstrated adaptability in interpreting and applying tax law to diverse, unfamiliar, or complex scenarios.

Preferred Qualifications:

1. Experience developing educational content or assessments in a tax context.
2. Background leveraging technology or AI tools within the tax or accounting sectors.
3. Exposure to high-volume, complex, or non-resident/multi-state tax filings.

Required Skills

• US Individual tax
• 1040
• 1099
• W2
• CPA
• Enroll agent