Head of Tax (AI)

Location: New York, United States; fully in-office in Flatiron five days a week

Salary: $175K–$250K annually, plus equity and bonus

Company

hirify.global is an AI-built wealth management firm rebuilding financial advice around continuous, coordinated client service and an advisor platform that automates low-leverage work.

What you will do

• Build hirify.global’s tax practice from zero, starting with individual 1040 returns, year-round planning, projections, notices, and later business returns.
• Design the end-to-end AI-native tax workflow covering document collection, data normalization, preparation, review, filing, and post-filing work.
• Prepare, review, and own complex client returns involving stock options and RSUs, business income, S-corps, rental real estate, and multi-state filings.
• Partner with wealth advisors on tax-loss harvesting, Roth conversions, charitable strategy, equity compensation timing, withholding, and estimated payments.
• Own tax risk, compliance, quality standards, Circular 230 obligations, data security, engagement letters, review protocols, and AI audit trails.
• Set pricing, revenue, capacity, vendor strategy, and hiring plans for preparers, reviewers, and specialists.

Requirements

• Active CPA license required.
• 8–15+ years of individual and high-net-worth tax experience at a top firm, family office, or planning-focused practice.
• Experience preparing and reviewing complex 1040s personally and signing off on others’ work.
• Experience with equity compensation, rental real estate, multi-state filings, S-corps, partnerships, and C-corps.
• Experience standing up a practice, introducing a service line, or materially improving operating processes, with demonstrated initiative and impact.
• Active use of AI in professional work and the ability to define appropriate AI ownership and professional-review boundaries without needing to write code.
• Ability to explain complex tax situations clearly to clients and work effectively with wealth advisors.
• High standards for client money, filings, IRS obligations, compliance, and quality.
• Willingness to work in a small, low-ego, candid, collaborative environment five days a week from one office.

Nice to have

• Experience working alongside a wealth management or RIA practice.

Culture & Benefits

• Small, engineering-heavy team based in NYC, with approximately 80% of the team in technical roles.
• Fully in-office environment with shared lunches, coffee breaks, basketball games, and happy hours.
• Medical, dental, and vision insurance.
• 401(k) and additional benefits.
• Series A company with $64M raised and real advisors, clients, and more than $1B in client assets already on the platform.