Enrolled Agent or Tax Preparer

Soraban is building an AI tax workflow automation software for modern accounting firms. Our platform helps accounting firms automate client intake, document processing, tax preparation workflows, and service delivery. 

We are looking for a tax accountants who:

1. are tired of going through tax seasons every year trying to maximize billing hours.
2. are excited to redefine the modern tax engagement.

This role will start out by helping us improve our product experience via working with our ambitious product team. This will involve some combination of responsibilities (but not limited to), reviewing AI’s prep work, training our proprietary AI model, providing product feedback, and doing R&D work with tax workflows as we scale to serve more types of accounting firms.

Requirements

The ideal candidate should have a strong background in tax preparation within mid-market or large tax accounting firms (50+ employees), and a deep understanding of the entire tax filing lifecycle, including:

• Client onboarding and data collection
• Document handling and review
• Tax preparation and review workflows
• Delivery of returns to clients
• Filing with federal and state tax authorities

What You’ll Own and Drive

• End-to-End Flow Testing: Test the entire workflow including client intake, data collection, document handling, preparation, review, delivery, and filing.
• Scenario Simulation: Simulate real-world scenarios based on actual work performed inside mid-market or large tax firms based on your experience
• Gap and Edge Case Identification: Identify workflow conflicts, inefficiencies, missing steps, and areas where the system does not align with real firm processes.
• Structured Feedback and Documentation: Provide detailed, actionable feedback to improve usability, accuracy, and workflow alignment with real firms. Document findings clearly and concisely.

What We’re Looking For

Required Qualifications

• Hands-on experience with one of these tax software: Drake, CCH Axcess, GoSystems RS, ProSystem RS, ProConnect
• Deep familiarity with tax workflow processes used by mid-market or large firms
• Experience across the full tax lifecycle: onboarding, document intake, preparation, review, delivery, and filing
• Experience with 990, 1040, 1041, 1065, 1120, or 1120S returns (more the better).

Preferred / Plus

• EA license
• Experience working for more than one CPA firms
• Familiarity with evaluating other tax/audit/accounting automation will be a bonus