About Magnetic

AI Tax Preparer for CPA firms

Tech description:

You'll be working to automate one of the most tedious and detail-oriented processes in the world. If you are successful, you will be saving thousands of CPAs the pain of 100-hour weeks starting at tiny numbers on a screen. The bar for quality is extremely high: mistakes cost real money and someone could even lose their job. To accomplish this, you'll be working at the cutting edge of AI agents, OCR, VLMs, and UI automation with an incredibly passionate team.

Job description:

## About the role ### The Role Magnetic is building the AI tax preparation platform for modern CPA firms. Our product pairs cutting-edge AI with expert tax professionals, enrolled agents, and CPAs to produce accuracy-guaranteed tax returns for accounting firms. We believe the future of tax work is not humans versus AI — it is expert humans guiding, improving, and supervising AI systems so firms can deliver better work faster, with dramatically less manual review. We’re looking for a **Head of Operations** to build and run the human-in-the-loop operating system behind Magnetic. This is a hands-on, high-ownership role for someone who can design processes from scratch, manage expert reviewers, build lightweight internal tools, and create systems that make accuracy repeatable at scale. You will own the operational backbone that ensures every return meets our quality bar while continuously making the system faster, smarter, and more efficient. Your mission is simple: help us deliver exceptionally accurate tax returns to CPA firms while reducing the amount of expert human review required over time. ## What you’ll do * Own and scale Magnetic’s human-in-the-loop tax review operations end-to-end * Design workflows that combine AI outputs with expert tax professional review to ensure extremely high accuracy * Build systems that route the right work to the right reviewers at the right time * Create QA processes, performance dashboards, review checklists, escalation paths, and operating cadences * Manage a distributed team of tax professionals, enrolled agents, CPAs, and contractors * Develop performance management systems for reviewer quality, speed, reliability, and consistency * Partner closely with engineering and product to turn operational learnings into better AI systems * Identify where humans are spending too much time and build tools or processes to reduce unnecessary review * Create internal tooling using no-code tools, automation platforms, spreadsheets, AI tools, or lightweight coding * Continuously improve the process so experts can focus only on the highest-leverage review decisions * Build the operating foundation that allows Magnetic to scale from hundreds to thousands to tens of thousands of returns ## Who you are You are a **systems builder**. When faced with ambiguity, you create structure. You are highly operational and highly analytical. You can look at a messy workflow, break it into its component parts, measure what matters, and turn it into a repeatable system. You are comfortable managing people, especially distributed teams and contractors. You know how to set clear expectations, measure performance, give feedback, and improve output quality over time. You are tool-native. You are comfortable building scrappy internal tools yourself, whether that means using Zapier, Airtable, Retool, spreadsheets, AI coding tools, or lightweight scripts. You do not wait for engineering to solve every operational problem. You are obsessed with accuracy, but allergic to unnecessary complexity. You understand that the goal is not to add more review for its own sake — the goal is to build systems that make perfect output predictable, efficient, and scalable. ## You would be a good fit for this role if you have * 5+ years in operations, product operations, marketplace operations, business operations, or a similarly systems-heavy role * Experience designing operational processes from scratch in a fast-moving environment * Experience managing teams of operators, reviewers, contractors, specialists, or distributed workers * Strong analytical instincts and comfort building dashboards, scorecards, and performance systems * Ability to create internal tools, automations, and workflows without depending entirely on engineering * A high ownership mindset — you notice what is broken and take responsibility for fixing it * Excellent attention to detail and a strong bias toward measurable, repeatable outcomes * Comfort working in ambiguity, especially where the “right process” has not yet been invented * Strong communication skills and the ability to work across product, engineering, operations, and customer-facing teams ## Bonus points if you have * Experience in tax, accounting, financial services, or professional services operations * Experience working with CPAs, enrolled agents, tax preparers, or other expert reviewers * Experience with AI-assisted workflows, human-in-the-loop systems, QA operations, marketplace operations, or trust and safety operations * Experience at a fast-growing startup where you had to build processes before the company had mature infrastructure * Experience using AI tools or coding assistants to build internal tools quickly ## Why this role matters Magnetic’s promise to CPA firms depends on operational excellence. Our AI can do increasingly powerful work, but the system only becomes truly world-class when expert human judgment is built into the loop in the right way. This role owns that loop. You will be responsible for building the processes, tools, and team structures that allow Magnetic to deliver accuracy-guaranteed tax returns today while helping our AI improve over time. Done well, your work will become one of the company’s most important advantages: a scalable operating system for producing high-quality tax work faster than traditional firms ever could. This is a role for someone who takes pride in making complex systems run cleanly, who enjoys building from zero to one, and who wants to help define the future of AI-powered tax preparation.

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