Aiwyn

Tax Analyst

United States

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
SaaS, Tax Software, Artificial IntelligenceIndustries

Job Description: Tax Analyst

Employment Type: Full-Time

Position Overview

Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors like Bessemer, KKR, and Revolution, we’re one of the fastest-growing scale-up SaaS companies in the world. We build category-defining technology—and we’re doing it with world-class people, processes, and products.

We’re building the future of tax software by leveraging AI to solve a massive problem: the tax industry is stuck with outdated legacy systems, while tax code complexity and CPA shortages keep increasing. This is a unique opportunity to build a truly innovative product from the ground up. The market is ripe for a better product, and recent AI advances have allowed us to build a better version of what exists. This means we can spend our time making our product as delightful as possible.

For this position, we're seeking a knowledgeable and experienced candidate to join our team of Tax Analysts. This role supports the development team and ensures the compliance accuracy of tax software, focusing on federal and state/local returns. You will play an essential role in helping craft and enhance innovative, AI-driven Tax Preparation tools for Tax professionals. The ideal candidate will have experience preparing federal and state returns with broad expertise or working in the tax software industry. This individual will also have the ability to design and execute detailed test scenarios to ensure accurate handling of complex calculations and compliance requirements.

Key Responsibilities

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.

Test Scenario Development

  • Design, document, and execute test scenarios to validate all aspects of 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.

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.

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 with one or more of these forms: 1040, 1041, 1065, 1120.
  • Multiple years of experience in the tax software industry, return development, and QA.
  • Familiarity with LLMs and modern AI tools.
  • 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 taking care of our employees.

Company Information

Aiwyn is transforming the way accounting firms manage the entire revenue lifecycle. Backed by top-tier investors like Bessemer, KKR, and Revolution, we’re one of the fastest-growing scale-up SaaS companies in the world. We build category-defining technology—and we’re doing it with world-class people, processes, and products.

To learn more, visit our website.

Skills

Tax preparation
Federal tax
State tax
Local tax
Tax software
AI
Compliance
Test scenario development
IRS regulations

Aiwyn

AI-driven automation platform for accountants

About Aiwyn

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Charlotte, North CarolinaHeadquarters
2020Year Founded
$109.9MTotal Funding
LATE_VCCompany Stage
Consulting, Enterprise Software, Financial ServicesIndustries
51-200Employees

Benefits

Remote Work Options
Unlimited Paid Time Off
Health Insurance
Dental Insurance
Vision Insurance
Mental Health Support
401(k) Company Match
Stock Options
Employee Discounts

Risks

Emerging fintech startups may erode Aiwyn's market share.
Integration challenges with CPA systems could delay adoption of new solutions.
Economic downturns may reduce CPA firms' tech spending.

Differentiation

Aiwyn automates AR processes, freeing partners to focus on client value.
Client Engagement Automation streamlines client intake and engagement letter processes.
Aiwyn integrates AI and cloud tech for superior client experiences.

Upsides

Aiwyn secured $113M to enhance CPA firm operations and tax technology.
Growing demand for AI-driven automation boosts Aiwyn's market potential.
Aiwyn's high NPS score indicates strong customer satisfaction.

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