US Tax Data Analyst
Summary
A CPA with US tax experience reviews and analyzes US individual and business tax returns, labels and organizes tax data, and checks AI-generated results to help train and improve Gelt's AI tax technology, working non-negotiable GMT (UK) hours from Manila. Core tools include Excel/Google Sheets, plus optionally CCH, ProConnect, UltraTax, GoSystem, or QuickBooks Online.
Who We Are
We are a growing US tax and technology company combining expert tax services with AI and automation. We are looking for a CPA with US tax experience to join our AI team and help train and improve our AI technology.
The US Tax Analyst position at Gelt requires working GMT (UK) hours 5 days per week and is non-negotiable.
Key Responsibilities
- Review and analyze US individual and business tax returns.
- Label and organize tax data for AI training.
- Review tax documents and identify relevant information.
- Check AI-generated results for accuracy and provide feedback.
- Identify errors, inconsistencies, and unusual tax situations.
- Work closely with the AI team to improve the quality and accuracy of our data.
- Help create and improve data-labeling guidelines and processes.
Requirements
- CPA – required
- Minimum 3 years of US Tax experience – required
- Strong understanding of US tax returns, forms, and schedules.
- Excellent English communication skills.
- Strong Excel and Google Sheets skills.
- Very detail-oriented and organized.
- Quick learner and comfortable learning new technology.
- Able to work independently and take ownership.
Nice to Have
- Experience with CCH, ProConnect, UltraTax, or GoSystem.
- Experience with QuickBooks Online.
- Previous experience with AI, data labeling, data annotation, or data quality.
- Startup or technology company experience.
What We’re Looking For
Someone who is technically strong in US Tax, highly detail-oriented, curious about AI and technology, and excited to help build something new.