Head of Operations
About the role
Magnetic is building an AI tax preparation platform for CPA firms. The Head of Operations will design and run the human-in-the-loop operating system behind Magnetic, owning end-to-end tax review operations, workflows, tooling, and a distributed reviewer network to ensure high accuracy and scalable efficiency.
Responsibilities
- 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
Qualifications
- 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
- High ownership mindset and proactive problem-solving
- Excellent attention to detail and a bias toward measurable, repeatable outcomes
- Comfort working in ambiguity and building processes where none exist
- Strong communication skills across product, engineering, operations, and customer-facing teams
Skills
About Magnetic
AI Tax Preparer for CPA firms
Magnetic scans client documents - from handwritten charity notes to excel spreadsheet Schedule Cs to multi-state K-1s - and enters them into tax software automatically, saving hours of tedious data entry. The accounting profession is facing a massive talent shortage, as graduates choose different professions and the old guard begins to retire. As a result, CPA and tax preparation firms are awash in clientele, but unable to keep up. At many firms, phones go unanswered, clients are "fired", and websites are taken down, as the existing workforce tries to handle the grueling 80 hour+ weeks necessary to push through tax season to the April 15th deadline. We built this because a former colleague who owns her own tax firm asked us to automate her workload, and we quickly realized the massive opportunity. Thomas brings deep domain expertise as the former Head of Product at Keeper (YC W19), where he built tax engine automation systems and an OCR form scanning system that outperformed everything else on the market. At Keeper, he leveraged early access to OpenAI's LLMs (well before ChatGPT) to build systems that automated the entire tax filing process, allowing a tiny team of CPAs to process thousands of returns with near zero busy work. Patrick was the first engineer at FunCraft, shipping multiple mobile games with 1M+ downloads and building scalable shared codebases. We've worked together since 2017, including co-leading multiple teams at Zynga as PM & Tech Lead respectively. We launched this year in the middle of tax season and quickly processed hundreds of returns, earning thousands in ARR, and since tax season we've been growing customers by >30% month-over-month. We've completely automated over 25% of the return process so far and developed a proprietary vision model that beats incumbent scanning technology by almost 2x on accuracy - jumping from 50% field-level accuracy to 89%, approaching the quality of their expensive human-verified service at 92%. The opportunity is massive - there are 80M US personal tax returns filed via professionals annually, in a $2B outsourcing market where individual CPA firms currently pay $100k-$1M per year for inferior services. We're positioned to capture significant market share by offering better accuracy & document coverage, instant processing, and superior user experience. We've built this kind of software before, we've worked together for years (and even lived together), we've built products to $10M ARR before, and we have the grit to outwork anyone in this space.
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