A credential for a role nobody's hiring for (yet).
The skills this job now demands aren't being taught anywhere structured.
Universities are years behind. The hiring market for people who already know this work barely exists. Most firms are training their teams from zero, during the busiest season of the year, with time they don't have.
We kept hearing the same thing from firms this year. Nobody inside the practice knows exactly how to work with AI safely, which tools to trust, or how to design workflows the firm can actually scale on. Partners are figuring it out in parallel with their juniors. The gap is real and it's widening every month.
So we built the training that should exist.
The person who configures AI inside the practice, and knows exactly where it breaks.
Runs the volume
Handles ten times the returns without ten times the headcount. Knows which work belongs to the machine.
Reviews with rigor
Reads AI-prepared returns with structured skepticism. Catches the edge cases the model can't see.
Designs the workflow
Builds firm-specific review flows, handoffs, and guardrails that compound across seasons.
Owns the standard
Sets the firm's bar for accuracy, auditability, and defensibility as the shape of the work changes.
Taught by Rachel DiFuccia, a tax professional who helped build the product.
Rachel came to Filed as a tax professional and helped shape the product from inside the work, which means she's been watching this role take form in real time across hundreds of firms. She's leading the first cohort herself.
The course is built in partnership with Miles Masterclass, the team at the intersection of tax practice and applied AI.
"I built the course I wish I'd had two years ago. The tax professionals who understand how to work with AI aren't going to replace anyone. They're going to be the ones building the firms that get to hire."
Rachel DiFuccia · Filed
What you'll actually come out knowing.
Seven modules, delivered over a single week. Built from real workflows inside real firms. No theory that doesn't ship.
Where the profession is heading and where AI fits in the return lifecycle. What's changing, what isn't, and where the firm's leverage actually comes from.
Data handling, client confidentiality, and the security posture a modern firm needs when AI is inside the workflow. What partners and IRS auditors will expect to see.
How to design trial flows, reviews, and handoffs that use AI without giving up control. When to intervene, when to override, when to escalate.
The practical stack. Which tools sit where in the return lifecycle, how they talk to each other, and how to choose without betting the firm on any one vendor.
Using tax domain expertise to guide and correct AI behavior. When a model is wrong in a way a senior accountant would immediately catch, and how to build the firm's version of that judgment into the workflow.
Documentation, auditability, and the kind of oversight that keeps returns defensible. Where human judgment is non-negotiable and how to make that stick across the firm.
A capstone project using a real return scenario. You walk out with something you've actually built, not just something you've watched.
What you walk away with.
This isn't CPE credits dressed up as a course. The people who finish this cohort will be among the first in the country to hold this credential, before it becomes the standard.
A LinkedIn credential
AI Tax Specialist & Engineer · First Cohort. Visible signal to firms, recruiters, and peers. Reserved for the first 100.
CPE credits
The course is CPE-eligible. Certificate issued on completion.
A completed capstone
A real AI tax workflow you've built yourself. Yours to take back and adapt inside your firm.
Membership in the first cohort
The people who shipped first. Private channel, follow-on invites, early access to what comes next.
The details.
Short version for the ones who skimmed.
Free. The first 100 seats are reserved for Filed customers and their teams. General enrollment follows once those are full.
Designed to finish in one week of focused time. Self-paced, with a cohort cadence.
Yes. Certificate issued on completion.
Tax professionals at every level. The content is specifically built for the practitioner side of the work, not for firm-wide AI policy or generic AI literacy. Juniors, seniors, and partners all get distinct value from it.
No. The course is about the shape of the work, not a product walkthrough. If your firm uses Filed, some of the workflow examples will be familiar. If not, the concepts carry across all modern AI tax tools.