AI Automation Architect
About the role
A US tax practice based in Israel wants an AI automation architect and coach to guide staff who have already built n8n and CRM tools for return prep, FBARs, and client intake. The posting does not say the Philippines is included or excluded.
What you'll do
- Architect the firm's AI automation on n8n and its CRM
- Coach staff who already built document filing, FBAR and PFIC workpapers, intake review, a 1040 self-review assistant, a pre-filing check, and an email scanner
- Guide the team rather than only delivering one-off builds
Requirements
- You can guide a tax team through n8n and CRM automation
- You understand the tools the staff already built, including document filing, workpapers, intake review, and email scanning
- The posting asks you to coach, not only to build
About US tax practice (Israel)
The client is a US tax practice based in Israel. It prepares about 3,000 individual returns a year, plus FBARs, partnership and corporate returns, and IRS representation.
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