AI Agent Domain SME – Accounting & Tax

Centric ConsultingChicago, IL
6dRemote

About The Position

At Centric Consulting, we've cultivated a unique approach to business. Our business is built on three fundamental principles: Enjoy the people you work with, have fun, and do great work. These principles define our consulting model and have crafted one of the most vibrant cultures in the consulting industry – celebrating individuals, collaboration, and lifelong friendships. In this role, you will: Domain Translation & AI Enablement Translate accounting and tax workflows into structured AI agent requirements. Guide development teams in building industry-specific AI agents that align with real-world accounting and tax use cases. Provide decision logic frameworks, exception handling rules, and compliance guardrails. Define how AI agents should interpret financial data, regulatory constraints, and reporting requirements. Process & Use Case Definition: Identify high-value accounting and tax use cases suitable for AI agent automation. Map end-to-end accounting processes (GL, AP/AR, reconciliations, reporting, tax prep, compliance, audits). Define workflows and trigger-based automation models. Validate AI outputs for accuracy, compliance, and practicality. Compliance & Risk Advisory: Ensure AI agent solutions align with regulatory and tax compliance requirements. Identify risk areas in financial decision-making automation. Provide oversight on audit-readiness and traceability standards. Define documentation and explainability expectations for AI-driven decisions. Cross-Functional Collaboration Partner with AI engineers, data scientists, and product managers. Provide ongoing advisory support during development sprints. Review prototypes and iterate on domain logic. Support go-to-market positioning from a domain credibility standpoint.

Requirements

  • 8+ years of progressive experience in Accounting and/or Tax.
  • Strong knowledge of financial reporting, compliance, and tax regulations.
  • Experience in public accounting, corporate tax, or financial operations.
  • Ability to articulate complex accounting concepts to technical teams.
  • Experience working with technology teams on digital transformation initiatives.
  • Strong analytical and structured thinking skills.

Nice To Haves

  • CPA or advanced accounting certification.
  • Experience with ERP systems (e.g., SAP, Oracle, NetSuite).
  • Exposure to AI, automation, RPA, or intelligent workflow solutions.
  • Experience advising on AI governance or financial systems automation.
  • Prior consulting experience.

Responsibilities

  • Translate accounting and tax workflows into structured AI agent requirements.
  • Guide development teams in building industry-specific AI agents that align with real-world accounting and tax use cases.
  • Provide decision logic frameworks, exception handling rules, and compliance guardrails.
  • Define how AI agents should interpret financial data, regulatory constraints, and reporting requirements.
  • Identify high-value accounting and tax use cases suitable for AI agent automation.
  • Map end-to-end accounting processes (GL, AP/AR, reconciliations, reporting, tax prep, compliance, audits).
  • Define workflows and trigger-based automation models.
  • Validate AI outputs for accuracy, compliance, and practicality.
  • Ensure AI agent solutions align with regulatory and tax compliance requirements.
  • Identify risk areas in financial decision-making automation.
  • Provide oversight on audit-readiness and traceability standards.
  • Define documentation and explainability expectations for AI-driven decisions.
  • Partner with AI engineers, data scientists, and product managers.
  • Provide ongoing advisory support during development sprints.
  • Review prototypes and iterate on domain logic.
  • Support go-to-market positioning from a domain credibility standpoint.

Benefits

  • health, dental & vision coverage
  • 401(k) with company match
  • life insurance
  • self-managed PTO
  • paid holidays
  • parental leave
  • Flexible Spending Accounts
  • Critical Illness
  • Hospital Indemnity
  • Legal Services
  • discounts on home, auto and pet insurance
  • Professional Development
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