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Location : Pasadena, CA (preferred) - Open to Chicago, NYC, Dallas, Atlanta
Compensation : $190k–$220k
Company Overview
For over 25 years, this firm has specialized in helping businesses and advisors identify and claim complex tax incentives — a niche requiring deep expertise. With long-standing relationships in the CPA community and a proven sales and marketing engine, the firm is now launching a new AI consulting practice to expand its offerings and further support its clients.
Position Summary
This AI Consultant will be responsible for building and leading a new AI consulting practice . This role will begin with internal digital transformation projects and quickly expand to client-facing work within the CPA and advisory community. The ideal candidate combines technical expertise, consulting experience, and strong communication skills to translate AI into measurable business outcomes.
Key Responsibilities
- Build and lead the AI consulting practice from the ground up.
- Drive internal AI initiatives to modernize business processes.
- Partner with CPA firms and advisory clients to identify opportunities for AI adoption.
- Assess workflows and develop AI agents to automate tasks.
- Deliver solutions leveraging Microsoft stack (SharePoint, Teams, Outlook), Salesforce CRM, HubSpot, and ChatGPT Enterprise.
- Manage and collaborate with offshore teams (India, Mexico) and coordinate with the U.S.-based technical team (architect, developer, business analyst).
- Act as a subject matter expert, clearly articulating AI concepts to both technical and non-technical audiences.
Candidate Profile
Hands-on technical proficiency in AI with the ability to "get under the hood."Experience in product delivery, software implementation, or consulting.Strong background in data security, data structuring, and permissions.Proven ability to assess workflows and implement automation solutions.Background in CPA / accounting technology a strong plus.Comfortable working with offshore development teams and limited internal resources.Exceptional communication skills with the ability to influence at the executive level.Why Join
Lead a new and high-growth practice within a well-established firm.Direct exposure to executive leadership and equity partners.Competitive base salary, bonus, and the potential for equity.Opportunity to shape the firm's AI strategy and build a market-leading niche offering in the accounting sector.J-18808-Ljbffr