Head of Artificial Intelligence

About Credfino

Credfino provides accounting, tax, and back-office support to US CPA firms. We're building an AI-first operating model to make our teams faster, safer, and capable and to help our clients modernize their own processes.

Role Summary

We're hiring a Head of AI to own AI adoption end-to-end: strategy, safe usage, training, tooling, and hands-on automation. This is a rare hybrid role for someone who understands US accounting and tax workflows and modern AI tools (Claude, ChatGPT), IT security, and no-code automation. You'll drive internal adoption, set safe-usage standards, and translate what leading US CPA firms are doing into practical use cases for our clients.

This is a builder-operator role part strategist, part trainer, part automation engineer.

What You'll Own

AI strategy & adoption

• Define and drive Credfino's AI adoption roadmap across internal teams
• Identify high-value use cases surfaced by internal teams (tax prep, bookkeeping, reconciliations, review, client comms) and prioritize them by impact
• Study external use cases from US CPA firms and the broader market; assess what applies to Credfino and our clients processes
• Raise measurable AI/tech adoption across the organization
• Continuously test and monitor for new AI tools in US accounting and tax and create awareness, help pick the tools that are most important for training the staff and team members

Safe & compliant usage

• Build and maintain AI usage guidelines for the firm (what's allowed, what isn't, data handling rules)
• Ensure no customer/PII or client financial data is exposed to public AI tools; define approved tools, data boundaries, and review processes
• Partner with IT and security on tooling, access controls, and vendor/data-privacy considerations (SOC 2, GLBA, IRS Pub 4557)

Training & enablement

• Run ongoing AI training for staff: general use cases, prompting, using Claude/ChatGPT effectively, building agents, and tool workflows
• Create a rolling monthly training + assignment agenda with practical exercises tied to real work
• Build internal champions and measure skill uplift

Hands-on automation & tooling

• Build custom automations with Make, n8n, and similar (plus API integrations)
• Prototype agents and workflows, then hand off or scale the ones that prove out
• Evaluate and pilot new AI tools

Project management

• Run AI initiatives as structured projects with clear owners, timelines, and outcomes
• Report progress and ROI to leadership

Required Qualifications

• Background in US accounting and tax, either direct experience or a strong accounting foundation with deep familiarity of CPA firm workflows
• Strong practical command of AI tools (ChatGPT, Claude) prompting, agents, and real workflow use
• Solid understanding of IT and IT security, especially safe data handling and the risks of putting sensitive data into AI tools
• Experience creating AI/tech usage guidelines or policies for a firm or team
• Hands-on experience building automations with Make, n8n, or equivalent no-code/low-code tools
• Demonstrated ability to design and deliver training
• Project management experience

Must have

• Experience at or serving US CPA firms
• Familiarity with accounting software (QuickBooks, Xero, tax prep suites) and their APIs
• Experience with API scripting or light coding (Python, JavaScript)
• Exposure to compliance frameworks (SOC 2, WISP)
• Change-management experience driving adoption
• Project management experience