Accounting Subject Matter Expert (Contract – SaaS Tax Credit Compliance Platform)

About Us

We’re building a first-of-its-kind SaaS platform that powers tax credit integrity through automation, financial insight, and compliance workflows. Our software ingests trial balances from property management companies, maps them to client-specific charts of accounts, and generates GAAP-compliant financial statements. Using proprietary models, we also project tax credit benefits based on operational performance — helping Asset Managers, Fund Managers, and Controllers proactively manage compliance risk.

We’re backed by experienced industry operators and are at a critical product validation phase. We’re now looking for a contract Accounting/FP&A SME to join our team and ensure the technical accuracy of our accounting logic and outputs.

Role Summary:

As our Accounting Subject Matter Expert, you’ll play a key role in validating product functionality from a technical accounting perspective. You’ll partner closely with the Head of Product and Engineering teams to review feature specifications, assess GAAP and tax code alignment, and support documentation and onboarding materials with authoritative guidance. This is a contract role (3–6 months), ideal for a CPA or senior accountant with audit and financial systems experience.

Key Responsibilities:

Validate accounting logic and feature implementation to ensure GAAP compliance and audit-readiness.

Review product designs and provide gap analysis or corrections related to financial reporting and tax compliance.

Translate accounting requirements into structured documentation usable by engineering and product.

Review and co-author knowledge base content, onboarding materials, and internal accounting logic guides.

Audit trial balance mapping and financial outputs to ensure integrity and alignment with real-world expectations.

Provide technical review of system-generated reports related to tax credit determination.

Serve as a trusted internal advisor on GAAP, fund accounting nuances, and audit expectations.

Qualifications:

CPA/CA strongly preferred.

5+ years of experience in accounting, audit, or financial reporting.

Deep knowledge of GAAP accounting, financial statement preparation, and familiarity with U.S. tax code.

Prior experience with accounting software, ERP systems, or audit of financial tools.

Strong communication skills with the ability to interface with both technical (engineering) and non-technical (product) teams.

Bonus: Exposure to real estate, fund-level accounting, or Low-Income Housing Tax Credit (LIHTC) programs.

Evaluation Matrix

Must-haves:

• CPA (or CPA eligible with strong audit/FP&A background)
• 5+ years experience in GAAP accounting, audit or FP&A
• Familiarity with U.S. tax code (especially around credits/deductions)
• Experience with financial statement prep (especially from trial balances)
• Strong writing skills (for knowledge base / onboarding content)

Nice-to-haves:

• Experience working cross-functionally with product/engineering or with accounting software
• Experience with accounting software validation or internal controls review
• Experience with fund accounting, real estate, or LIHTC
• Worked in startups or agile environments