Tax Practitioner, Federal Individual Income Tax (CPA/EA/Tax Attorney)

What You'll Do7

• Interpret federal individual income tax law, including Internal Revenue Code provisions, Treasury regulations, and IRS guidance at the subsection level.
• Create rubrics and checklists that define correct responses using authoritative sources.
• Rate the severity of each criterion as critical, secondary, or minor.
• Review AI-generated tax analyses and calculations, then score them for accuracy and completeness.
• Write self-contained test scenarios, including edge cases, with relevant facts, dates, filing status, and expected results.
• Flag unclear language, statutory exceptions, and conflicts in legislation or guidance through the digital review platform.
• Submit clear, structured written evaluations to inform ongoing system improvements.

Requirements6

• Interpret federal individual income tax law, regulations, and IRS guidance at the level of specific provisions.
• Develop evaluation rubrics and checklists grounded in authoritative tax sources.
• Assess the accuracy and completeness of tax analyses and computations against defined criteria.
• Create detailed test scenarios that specify facts, dates, filing status, and expected outcomes.
• Identify legal ambiguities, exceptions, and conflicts, and explain findings in structured written feedback.
• Use clear written communication to document evaluation criteria and results.

Preferred Qualifications6

• Active CPA license, Enrolled Agent designation, or experience as a US tax attorney focused on federal individual income tax
• Extensive experience preparing or planning individual federal income tax matters
• Ability to analyze the Internal Revenue Code, regulations, and related guidance beyond basic return preparation
• Familiarity with legal logic, including conditions, thresholds, phase-outs, exceptions, and defined terms
• Experience with complex individual tax matters such as investments, self-employment income, equity compensation, rental property, or multi-state and international items
• Interest in tax compliance technology, AI, and digital review platforms

Who Should Apply

Tax practitioners with deep federal individual income tax knowledge and strong legal analysis and writing skills will find the work a match. The project suits candidates interested in evaluating tax reasoning and calculations in AI systems; prior AI experience is not required.

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