Corey Roder, CPA PLLC

AI Developer / Automation Specialist

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: TYPE OF WORK

Full Time

: SALARY

1500

: HOURS PER WEEK

40

: DATE UPDATED

Nov 24, 2025

JOB OVERVIEW

Full-time AI Developer / Automation Specialist for a Texas-based CPA & Fractional CFO firm

Build AI tools, automation workflows, and internal systems that streamline marketing, operations, client onboarding, and CFO services

Create custom AI agents (marketing, outreach, phone-answering AI, document drafting AI, content-generation AI, etc.)

Build and automate workflows using OpenAI, Claude, LangChain, Python, API integrations, N8N, ---------- , Zapier, and similar platforms

Integrate AI systems with Zoho (CRM, Books, Projects, Flow, Creator), QuickBooks Online, Google Workspace, LinkedIn, WordPress, and other business platforms

Automate internal business processes including month-end close workflows, bookkeeping oversight tasks, client onboarding, lead management, and recurring reporting

Develop automated CFO dashboards, KPI reporting tools, and data-extraction agents for financial documents

Build AI-driven marketing systems: SEO content generators, video script generators, social media automation, email nurturing sequences, and chatbot follow-ups

Set up and maintain AI phone-answering systems and automated scheduling workflows

Create automation pipelines for extracting and analyzing data from PDFs, spreadsheets, financial reports, contracts, and tax documents

Work with APIs to connect systems across the firm and automate data flow between platforms

Build internal systems that improve efficiency for bookkeeping, CFO services, tax strategy, and M&A due diligence

Document all AI workflows, systems, and processes clearly for internal use

Provide ongoing improvements, optimization, and maintenance of all AI tools

After internal systems are built, expand into client-facing AI development projects

Develop industry-specific AI tools for clients in roofing, construction, HVAC, SaaS, professional services, real estate, private equity, and more

Build custom AI chatbots, reporting systems, onboarding tools, and industry automations for client workflows

Assist in creating proprietary AI products and automation services that the firm can offer as a premium add-on

Support the firm in launching AI-based revenue lines and subscription services for clients

Long-term opportunity to become the lead AI builder for all client-facing automation products

Your work will directly support the firm’s ability to scale its operations and create new revenue streams through AI automation services

SKILL REQUIREMENT

Workflow AI Tools AI Automation

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Job Post	Reporter	Rank	Reason	Date

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Corey Roder, CPA PLLC

AI Developer / Automation Specialist

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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