Tax Lead, Frame
About The Position
Elite tax planning doesn't scale. The best advisors in the world can serve ~50-100 households. We're fixing that by turning tax logic into code. We're not looking for a CPA to manage a traditional book of business. We're looking for a product architect for AI agents that deliver 99th percentile tax planning to millions of Americans at Frame. You'll still file tax returns. You'll still work with real clients. But your real job is sitting with engineers, breaking down the messy logic in your head — ISO exercises, AMT crossover points, QSBS stacking, Roth conversions — into decision trees that actually work. When we're done, the tax planning advice we'll provide won't just be static advice delivered once a quarter. It will execute, perform, and action personalized advice to each customer in a way that is simply not possible with legacy tax planning. Why now? The CPA profession is getting completely reshaped by AI. Not in 10 years. In 2026. You can either be the person who defines how AI delivers tax advice, or you can spend the next few years adapting to rules someone else wrote. We're building at Frame (inside CoinTracker, $100M raised, partners include Coinbase, TurboTax, H&R Block, Thomson Reuters) to serve the millions of Americans stuck in the gap: too wealthy for TurboTax, not wealthy enough for a specialized tax firm. Frame is an independent product incubated within the same parent company as CoinTracker, with the autonomy of an early-stage startup and the backing of a proven industry-leading crypto tax and accounting platform. Your mission Give everyone access to tax advice for the 1% tl;dr You’ll run a startup within a startup, managing a small, highly motivated team towards product-market fit for an AI-powered financial planning and tax product. Your one-year outcomes 400 customers with NPS 70+ AI agent independently handles 80% of tax planning questions without human intervention Zero critical hallucinations (inaccurate tax advice or filing errors)
Requirements
- Active CPA license for 5+ years
- 500+ individual (1040) returns prepared, reviewed, and/or filed
- Experience serving clients with $1M – $25M net worth
- Working knowledge of business returns (S-corps, partnerships, Schedule C)
- Logic-driven, tech-forward, low ego, high agency
Responsibilities
- Interface with Clients: Proactive tax insights and white-glove experience
- Prepare, review, and file tax returns for households (starting with those in $1M – $25M net worth) plus related business returns
- Architect the Tax Brain: break down complex tax decisions into logic trees that engineers can code
- Train AI: review AI advice, correct logic, write system instructions to prevent hallucinations
- Solve Edge Cases: AMT crossover, wash sales, multi-state allocation, QSBS, pass-through optimization
Benefits
- meaningful equity in a venture-backed company at the ground floor
- awesome benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
