AI Automation Consulting Practice Lead

This AI Consultant will be responsible for building and leading a new AI consulting practice . This role will begin with internal digital transformation projects and quickly expand to client-facing work within the CPA and advisory community. The ideal candidate combines technical expertise, consulting experience, and strong communication skills to translate AI into measurable business outcomes.

Key Responsibilities

• Build and lead the AI consulting practice from the ground up.
• Drive internal AI initiatives to modernize business processes.
• Partner with CPA firms and advisory clients to identify opportunities for AI adoption.
• Assess workflows and develop AI agents to automate tasks.
• Deliver solutions leveraging Microsoft stack (SharePoint, Teams, Outlook), Salesforce CRM, HubSpot, and ChatGPT Enterprise.
• Manage and collaborate with offshore teams (India, Mexico) and coordinate with the U.S.-based technical team (architect, developer, business analyst).
• Act as a subject matter expert, clearly articulating AI concepts to both technical and non-technical audiences.

Candidate Profile

Desired Skills and Experience

Technical proficiency in AI - not just consulting, must be hands-on.

Comfortable "getting under the hood" (not reliant solely on the team).

Experience in product delivery and consulting.

Background in data, data security, permissions, and structuring data for AI.

Someone with product management / software delivery experience is valuable.

Needs to assess business workflows and create AI agents to automate tasks.

CPA / accounting tech experience is a plus.

Should be comfortable working with offshore teams (India, Mexico) and limited internal resources.