Craig Cody & Company - AI & Systems Specialist

Own AI and systems for a scaling CPA firm. Automate workflows, integrate APIs, build real AI capacity gains.

$3,500-4,000 USD/month | Full-time | Overlap to 2pm ET

Craig Cody & Company is a US-based CPA firm headquartered in New York, working with a large base of agency clients. We support over 70 agency clients, many of them connected to AMI (Agency Management Institute), on their accounting and tax work. The firm is almost entirely remote with around 30 people: CPAs across the US in the Carolinas, Texas, California and Washington State, a small admin and bookkeeping team in the Philippines, and team members in the UK. Hiring remotely and internationally is something we are already very comfortable with.

Compared to most small CPA firms, we lean heavily into technology. The attitude here is simple: let's spend the money, let's get the tech, let's use it. We are not a hierarchy, we are pretty flat, and we are nice people, so no one is snapping at anybody. Core IT is handled by an MSP provider we have worked with for around 15 years.

We're looking for an AI & Systems Specialist to help the firm take advantage of AI and better integrate the systems we already use, so we can increase capacity and efficiency across the business. You will become the internal go-to owner of the firm's systems, working alongside our long-standing MSP provider to implement and evolve an AI strategy, likely built around a locally hosted AI model.

Here is what you will be doing:

🔗 Tie together our core systems (Karbon practice management, QuickBooks Online, HubSpot and CCH Axcess tax software) using APIs where available.

🤖 Implement AI into existing processes, for example drafting account-manager email replies by pulling from recorded client calls, email threads, notes and Karbon data.

⚙️ Automate recurring workflows, such as pulling data out of QuickBooks Online for tasks done for every client.

📄 Support AI-assisted first-pass review of tax returns, for example working with XML output from CCH Axcess rather than 100-plus page PDFs.

🖥️ Stand up and manage AI infrastructure flexibly, including local AI (a Mac Studio is on order) and cloud environments such as AWS, depending on data sensitivity.

🛠️ Interact with our existing MSP provider (2 to 3 people) on IT matters.

💬 Sit down with team members, such as our HR and Admin lead, to understand their processes and identify where AI and automation can help.

This is a full-time role. You will need to overlap with US hours, working until around 2pm US Eastern.