Description
We are looking for a senior automation and integration engineer to help improve and streamline internal workflows for a CPA/tax firm. The main goal is to reduce manual work across tax preparation, document handling, client communication, reporting, and data entry by building reliable automations and system integrations. This role is hands-on. We need someone who can design, build, test, and maintain production-ready workflows, not just recommend tools. What You’ll Work On: You will help connect and automate systems such as tax software, Microsoft 365, document storage, CRM tools, databases, and AI services. Example projects may include: - Automating tax document intake and routing - Extracting data from PDFs and source documents using OCR/AI - Moving data between tax systems and internal databases - Building workflow dashboards and exception reports - Creating AI-assisted review tools for internal staff - Automating client onboarding and organizer processing - Generating emails, tasks, and alerts from workflow events - Building reusable API integration patterns - Improving visibility into tax preparation progress Required Experience: - 5+ years of experience building business automations, software integrations, or internal tools - Strong API integration experience - REST APIs, OAuth, webhooks, JSON, and XML - Experience with accounting, tax, finance, or professional services software - Strong programming ability in Python, C#, JavaScript/TypeScript, or similar - SQL/database