Account Executive
About us
Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.
Founded in 2022, we launched with $60 million in early stage funding from some of the world’s leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).
Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services. We’re looking to hire strong team members to grow the team. Some of the traits we look for are:
- Owner Mentality - Desire to take initiative, identify problems, and implement solutions
- Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
- Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
- Team Oriented - Ability to collaborate respectfully and put the team above the self
Qualifications
The Role
Black Ore Technologies is seeking a strategic Account Executive to drive new customer acquisition and revenue growth. As an early GTM hire, you’ll own the full sales cycle — from pipeline generation to close — bringing our AI-powered tax automation platform to accounting firms and financial institutions. You’ll collaborate closely with leadership, operations, and product teams to shape how we scale, translating customer insights into actionable input for product and strategy in a fast-moving, high-impact environment.
Basic Qualifications
- Experience in Sales – Minimum 4+ years in quota carrying roles
- Track Record of Top Decile Quota Attainment – Consistently exceeding 100% quota attainment and topping the leaderboards in prior roles
- B2B Fintech or Financial Software – Go-to-market experience with B2B technology sold to finance and/or accounting professionals
- Account Executive Background - Experience in a prospect closing role
- Sales Development Background - Experience in a prospect sourcing role
- Sales Tools Experience - Required familiarity with Salesforce, experience with other tools (Hubspot, Clay, etc.) is a plus
- Excellent Written & Verbal Communication - Able to clearly distill information and feedback to a wide range of stakeholders (executive, business, product, engineering)
- High Ownership - Ability to work both independently and collaboratively in a fast-moving startup environment
- Fast Learner - Demonstrated ability to quickly learn and apply new tools, techniques, and methodologies
Preferred Qualifications
- Financial Acumen - Experience or degree in finance or accounting
- SDR/BDR Background – Experience in an outbound sales prospecting role
- Accounting Firm Sales - Experience selling to accounting firms
- High Growth Startup – Experience operating in a high growth, high autonomy environment
- Accounting Background – Experience working in an accounting firm
What We Offer (for U.S. Based Employees)
- Competitive salary and equity based compensation
- Best-in-Class health benefits
- Platinum, 100% Employer-paid medical, dental and vision insurance
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
- 401K, Roth 401k and other employer sponsored investment benefits
- Parental Leave
- Unlimited PTO
- Relocation support to Austin, NYC or SF (as needed)
- WFH stipend to support your home office needs
Account Manager
About us
Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.
Founded in 2022, we launched with $60 million in early stage funding from some of the world’s leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).
Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services. We’re looking to hire strong team members to grow the team. Some of the traits we look for are:
- Owner Mentality - Desire to take initiative, identify problems, and implement solutions
- Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
- Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
- Team Oriented - Ability to collaborate respectfully and put the team above the self
Qualifications
The Role
Black Ore Technologies is seeking a strategic Account Manager to deepen relationships with our customers and expand adoption of our AI-powered tax automation platform. In this role, you’ll serve as a trusted partner to accounting firms and financial institutions — driving retention, upsell, and overall customer success. You’ll collaborate closely with leadership, operations, and product teams to ensure customers achieve measurable outcomes, while translating feedback and insights into actionable input for product and strategy in a fast-moving, high-growth environment.
Basic Qualifications
- Experience in Sales – Minimum 4+ years in quota carrying roles
- Track Record of Top Decile Quota Attainment – Consistently exceeding 100% quota attainment and topping the leaderboards in prior roles
- B2B Fintech or Financial Software – Go-to-market experience with B2B technology sold to finance and/or accounting professionals
- Account Management Background - Experience in a renewal/upsell role
- Sales Tools Experience - Required familiarity with Salesforce, experience with other tools (Hubspot, Clay, etc.) is a plus
- Excellent Written & Verbal Communication - Able to clearly distill information and feedback to a wide range of stakeholders (executive, business, product, engineering)
- High Ownership - Ability to work both independently and collaboratively in a fast-moving startup environment
- Fast Learner - Demonstrated ability to quickly learn and apply new tools, techniques, and methodologies
Preferred Qualifications
- Financial Acumen - Experience or degree in finance or accounting
- SDR/BDR Background – Experience in an outbound sales prospecting role
- Accounting Firm Account Mgmt - Experience managing accounting firms
- Customer Success – Experience in software implementation
- High Growth Startup – Experience operating in a high growth, high autonomy environment
- Accounting Background – Experience working in an accounting firm
What We Offer (for U.S. Based Employees)
- Competitive salary and equity based compensation
- Best-in-Class health benefits
- Platinum, 100% Employer-paid medical, dental and vision insurance
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
- 401K, Roth 401k and other employer sponsored investment benefits
- Meritocratic culture with ability to define your own success
- Continuous learning and new challenges to master
Forward Deployed Accountant
About us
Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.
Founded in 2022, we launched with $60 million in early stage funding from some of the world’s leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).
Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services. We’re looking to hire strong team members to grow the team. Some of the traits we look for are:
- Owner Mentality - Desire to take initiative, identify problems, and implement solutions
- Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
- Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
- Team Oriented - Ability to collaborate respectfully and put the team above the self
Qualifications
The Role
We’re hiring a Forward Deployed Tax Engineer to partner with customers during onboarding and ensure day-one success. You’ll lead a structured implementation that transitions teams from prior solutions, configures their Black Ore instance, runs readiness and performance checks, maintains a tight feedback loop between our R&D and GTM teams, and trains end users so they’re productive immediately. This is a cross-functional role for someone with a strong tax background who builds trust with customers and internal stakeholders alike.
What You’ll Do
- Own onboarding: Run kickoff, project plan, and weekly cadence; keep timelines and expectations clear.
- Configure & connect: Set up environments, SSO/roles, and integrations; verify data flows and basic controls.
- Readiness & performance checks: Execute structured test plans on representative workflows; document results against agreed success criteria.
- Issue triage & feedback loop: Capture edge cases and user feedback; file crisp tickets and partner with AI/Data/Engineering on resolutions.
- Enablement: Deliver training, quick-reference guides, and best practices; prepare admins and practitioners for go-live.
- Handoff & scale: Establish exception workflows and dashboards; transition to Customer Success with clear operating playbooks.
Basic Qualifications
- 6-10+ years of experience: Most recently as a Tax Manager or Senior Tax Manager in public accounting
- 4+ years of 1040 experience: Hands-on 1040 prep/review in a CPA or tax services setting.
- Tax Software Experience: Familiarity with some of the following: CCH Axcess Tax, CCH ProSystem fx, Thomson Reuters GoSystem, Thomson Reuters UltraTax, Intuit ProConnect, Intuit Lacerte, Intuit ProSeries, Drake.
- Detail Oriented: Strong tax review/tie-out skills to ensure accurate automation and reliable results.
- Commercial: Able to communicate with customers, build trust, and manage expectations.
- Written/Verbal Communication: Clearly articulate findings and next steps to both internal and external stakeholders.
- Organization & Project Management: Plan, track, and deliver against an implementation timeline with clear ownership.
- Tech-Savvy: Comfortable with modern tools (e.g., ChatGPT) and quick to learn new products and workflows.
Preferred Qualifications
- Credential: CPA or EA.
- 2+ years of 1065 experience: Hands-on 1065 prep/review in a CPA or tax services setting, working with large, complex partnerships
- OCR Solution Experience: Prior use of legacy scan-and-populate tools such as SurePrep 1040SCAN, CCH AutoFlow, GruntWorx (required).
- Portal & Document Management Experience: Experience with leading tax DMS/portal solutions (e.g., CCH, Thomson Reuters, SafeSend, and comparable firm systems).
- Modern AI/Automation Exposure: Experience adopting new AI-driven tax solutions; strong user of productivity/AI tools.
- Entrepreneurial/Process Builder: History of creating new processes/playbooks in fast-moving environments.
What We Offer (for U.S. Based Employees)
- Competitive salary and equity based compensation
- Best-in-Class health benefits
- Platinum, 100% Employer-paid medical, dental and vision insurance
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
- 401K, Roth 401k and other employer sponsored investment benefits
- Parental Leave
- Unlimited PTO
- Relocation support to Austin, NYC or SF (as needed)
- WFH stipend to support your home office needs
Product Manager
About us
Black Ore is building the leading AI platform designed to accelerate financial services. The company's flagship offering, Tax Autopilot, leverages proprietary AI agents to automate tax preparation and compliance, helping CPA & tax firms overcome the talent shortage and accelerate growth for their practice.
Founded in 2022, we launched with $60 million in early stage funding from some of the world’s leading investors including a16z, Founders Fund, General Catalyst, Khosla Ventures, Oak HC/FT, Trust Ventures and leading tech founders/angel investors including Jason Gardner (Founder and CEO of Marqeta), Max Levchin (Founder of Paypal and Affirm), Tom Glocer (Former CEO of Thomson Reuters), Gokul Rajaram, and Mark Britto (EVP, CPO, PayPal).
Our team has an incredibly ambitious vision to completely transform the way businesses and consumers interact in financial services. We’re looking to hire strong team members to grow the team. Some of the traits we look for are:
- Owner Mentality - Desire to take initiative, identify problems, and implement solutions
- Mission Driven - Passion for building AI/ML solutions that reimagine how businesses and consumers operate
- Intellectually Curious - Excitement going deep for building detailed understanding of the function, role, customer, and problem space
- Team Oriented - Ability to collaborate respectfully and put the team above the self
Qualifications
The Role
Black Ore Technologies is seeking a Product Manager to define and execute the vision, strategy, and roadmap for our AI-powered automation products. You’ll work with customers, GTM teams, and engineers to translate insights into new features and product opportunities, driving end-to-end execution from concept to launch. This role blends strategy and execution — ideal for someone who thrives in customer conversations, moves quickly from insight to action, and wants to shape how AI transforms the tax and financial services industry.
Basic Qualifications
- 4+ Years Experience – In product management, ideally within SaaS, AI, or fintech environments
- Deeply Customer Oriented – Strong customer empathy and design thinking; able to uncover pain points and translate insights into impactful product strategy
- Excellent Cross-Functional Collaboration Skills – Proven ability to lead small, multidisciplinary teams and align engineering, design, and GTM toward shared outcomes
- Clear Communicator – Skilled at translating between technical and non-technical audiences, distilling complex systems into clear, compelling narratives
- Execution Oriented – Operates with urgency and accountability, driving ideas from concept to shipped product with a bias toward action
- Analytical Thinker – Uses data, experimentation, and sound judgment to guide prioritization and evaluate impact
- Strategic Leader – Balances long-term vision with fast, execution-driven problem solving in dynamic environments
- Market-Aware – Deep understanding of customer workflows, competitive landscape, and the commercial levers that influence adoption
- Passion for AI – Demonstrated curiosity and hands-on engagement with AI tools, systems, and emerging research
Preferred Qualifications
- High-Growth Environment – Experience operating in a fast-paced startup or scaling company environment
- Technical Background – Prior experience in a hands-on technical role (e.g., software engineer, data scientist, or AI/ML engineer)
- Technical Education – BA/BS in a technical or analytical field (e.g., Computer Science, Engineering, Information Systems, Analytics, Mathematics, Physics, or related)
- AI Product Experience – Proven track record building or shipping products that leverage AI or advanced data systems
- Fluency in LLM Systems – Familiarity with prompting, fine-tuning, embeddings, retrieval, and evaluation — with the ability to apply these concepts to user-facing products
- Prototyping & Design Tools – Comfort using modern prototyping tools (e.g., Cursor, Bolt, Claude Code) and collaboration environments such as Figma and Git
- Complex Systems Experience – Background building products for technical, financial, or enterprise domains requiring deep systems thinking
What We Offer (for U.S. Based Employees)
- Competitive salary and equity based compensation
- Best-in-Class health benefits
- Platinum, 100% Employer-paid medical, dental and vision insurance
- Health Savings Account (HSA) and Flexible Spending Account (FSA)
- Additional Health programs (e.g., One Medical, Talkspace, Kindbody)
- 401K, Roth 401k and other employer sponsored investment benefits
- Parental Leave
- Unlimited PTO
- Relocation support to Austin, NYC or SF (as needed)
- WFH stipend to support your home office needs
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