AI & Systems Specialist

About the role

Craig Cody & Company, a US-based CPA firm with about 30 people and a large base of agency clients, is hiring a full-time AI & Systems Specialist. The role helps the firm use AI to increase capacity and efficiency and integrates its existing systems. It is fully remote, with overlap to around 2pm US Eastern time.

Key responsibilities

• Tie together core systems (Karbon practice management, QuickBooks Online, HubSpot and CCH Axcess tax software) using APIs where available.
• Implement AI into existing processes, such as drafting account-manager email replies from recorded calls, emails, notes and Karbon data.
• Automate recurring workflows, such as pulling data from QuickBooks Online for every client.
• Support AI-assisted first-pass review of tax returns, for example working with XML output from CCH Axcess instead of long PDFs.
• Stand up and manage AI infrastructure flexibly, including local AI and cloud environments such as AWS, depending on data sensitivity.
• Work with the existing MSP provider (2 to 3 people) on IT matters.
• Meet with team members, such as the HR and Admin lead, to find where AI and automation can help.

Required profile

• Strong experience integrating SaaS systems via APIs and building automations.
• Hands-on AI implementation experience, choosing the right model or tool for the job (local versus cloud, sensitive versus non-sensitive data).
• Excellent spoken and written English, able to explain things simply and train non-technical colleagues.
• Willingness to overlap with US hours, up to around 2pm US Eastern.
• Your own laptop and a reliable high-speed internet connection.
• Self-starter who brings ideas and works long-term with a fast-moving firm.

Required skills

• Solid working knowledge of local AI setups and cloud environments, with proficiency in AWS.
• Brownie points: experience or interest in accounting and finance, and familiarity with Karbon, QuickBooks Online, HubSpot or CCH Axcess.

What we offer

• $3,500 to $4,000 USD per month, gross, as a full-time independent contractor.
• Fully remote, with flexibility on location as long as US Eastern hours are overlapped.
• 2 weeks of paid vacation, 5 sick days, and paid time off for Christmas week and July 4th.
• 5 local holidays.