Tax Planning and Strategy SME

About TaxGPT

TaxGPT is building the intelligence layer for tax. We’ve partnered with over 2,000 firms and 5,000+ businesses from lean CPA firms to global enterprises to redefine how tax professionals research, collaborate, and execute tax workflows using AI.

About the Role

We're seeking a Tax Planning and Strategy Expert with extensive experience in tax advisory and complex planning scenarios. You'll play a critical role in developing and validating the tax data and documentation that power our AI systems.

This position is ideal for someone who thrives on complexity, balancing deep technical knowledge with strategic thinking, and is eager to shape the next generation of intelligent tax technology.

You'll collaborate closely with our product and engineering teams to ensure our AI models reflect the nuances of real-world tax planning—from entity structuring and transaction planning to wealth transfer strategies and cross-border considerations.

This is your chance to apply your expertise beyond client work, impacting how thousands of professionals use AI to navigate sophisticated tax planning and decision-making.

What You’ll Do

Technical Advisory & Subject Matter Expertise

• Serve as the technical resource for complex tax questions involving transactions, entity restructuring, business succession, M&A, and wealth transfer strategies
• Guide product teams on feature development, ensuring tools meet the needs of sophisticated tax professionals

Evaluation and Quality Assurance

• Create tax planning content, case studies, and decision trees for AI training and user education
• Document methodologies, workflows, and strategic frameworks for internal knowledge bases
• Develop fact patterns and scenarios that stress-test AI capabilities across diverse planning situations
• Compile question lists and create answer keys to support continuous evaluation of products and features
• Monitor tax law changes and advise on policy and procedural updates

What You’ll Bring

• 5+ years in tax planning and strategy with expertise in complex advisory scenarios
• Bachelor's or Master's degree in Accounting, Finance, or Taxation
• CPA, CFP, EA, or JD preferred preferred
• Deep knowledge across multiple areas including:
  • Corporate and personal tax planning strategies
  • Entity selection and optimization
  • Partnership and S-corporation taxation
  • M&A structuring and business succession
  • Estate planning and wealth transfer
  • Cross-border transactions
• Excellent communication skills—able to explain complex tax concepts clearly to diverse audiences
• Collaborative approach and comfort working cross-functionally with non-tax professionals

Nice-to-Haves

• Experience in SaaS, fintech, or startup environments
• Combined Big 4, national firm, or law firm and technology industry experience
• Prior experience developing tax technology solutions, training materials, or educational content
• Experience serving high-net-worth individuals or closely held businesses

Our Hiring Process

Step 1: Application (10 minutes)

Click ‘Apply Now’ and fill out the application form. We’ll review and respond quickly.

Step 2: Take Home Project (2-3 hours)

After passing the initial screening, you will receive a take-home assignment that takes 2-3 hours.

Step 3: Virtual Interview (45 min)

After passing the initial screening, you will be invited to a 45-minute online interview with the hiring manager to discuss your project and your qualifications.

Step 4: Virtual Interview (30 min)

Following the hiring manager chat, you will be invited to an online interview with a future colleague. 

Step 5: Virtual Interview (30 min)

You may also be invited to an online interview with our founder and CEO, pending their availability. 

Timeline

We move fast and aim to close this job in one week.

If you're ready to make a big impact on a small team and take your career to the next level, apply today to join our team at TaxGPT. We can't wait to meet you!

At TaxGPT, we are committed to fostering a diverse and inclusive work environment. We believe that diversity in all its forms – race, gender, nationality, religion, sexual orientation, and beyond – enriches our perspectives and enhances our product. Each member of our team brings unique experiences, skills, and viewpoints to the table, and it's this mosaic of backgrounds that drives our innovation forward. We provide equal employment opportunities to all individuals without regard to race, color, religion, sex, national origin, age, disability, or veteran status. Join us in building a future where technology breaks barriers and creates opportunities for all.

The base pay range for this role is $80,000 – $120,000 per year.