Founding Tax Expert
About this role
About the role
Why Magnetic Magnetic is building AI-powered tax prep for professionals. Our product scans, classifies, and populates client tax documents directly into professional tax software. That means CPAs and EAs can handle more returns, more accurately, and with far less manual work. We’re a small, fast-moving team backed by Y Combinator (S25). Early firms are already using our system in production and replacing hours of grunt work every day. Now we’re looking for a founding tax expert to help us scale. This is a rare opportunity to use your tax experience to help build real automation at a cutting-edge startup.
What You’ll Do
You’ll be the first tax expert on the team. Your job is to make sure we’re preparing high-quality returns, managing a growing review team, and turning your knowledge into process and product. Over time, you’ll help build the tools that automate your own work.
Responsibilities include:
Prepare and review complex 1040 returns, including high-income, multi-state, and investment-heavy clients
Manage and train a team of preparers and reviewers
Build internal processes that improve accuracy, speed, and scale
Work directly with engineers to translate tax workflows into automation logic
Who We’re Looking For
You’re a licensed CPA or EA
You’ve prepared and reviewed 1040s for at least five years
You know one of the major tax software platforms (UltraTax, Drake, Lacerte, ProSeries) inside and out
You’re comfortable with complex returns, including K-1s, state credits, and brokerage statements
You’ve managed or trained junior staff before
You care about accuracy but also know how to move fast
You’re excited about technology and want to help build the future of tax
Why Join
Competitive salary and meaningful equity
Ground-floor role on a venture-backed team
Direct impact on product and process
Flexible work setup (remote ok)
Opportunity to shape how modern tax prep works
Technology
You'll be working to automate one of the most tedious and detail-oriented processes in the world. If you are successful, you will be saving thousands of CPAs the pain of 100-hour weeks starting at tiny numbers on a screen. The bar for quality is extremely high: mistakes cost real money and someone could even lose their job. To accomplish this, you'll be working at the cutting edge of AI agents, OCR, VLMs, and UI automation with an incredibly passionate team.
Company at a glance
Magnetic is building an AI tax preparer for CPA firms, publicly launched in 2025, with $5.2M in funding and ARR in the hundreds of thousands across dozens of firms, aiming to automate tax prep with higher accuracy and better workflow.
Culture & values
Founders have co-led multiple teams at Zynga as PM & Tech Lead and have worked together since 2017.
The company aims to automate CPA workloads to reduce tedious data entry and busy work.
The founders have demonstrated a willingness to experiment with cutting-edge AI technology, such as early access to OpenAI's LLMs.
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