Tax Planning and Strategy SME
Tax Planning and Strategy SME
Remote — USA | Full-Time | $80,000-120,000 + Equity
About TaxGPT
TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider's 30 Early-Stage Startups Most Likely to Become Tech's Next Unicorns, we would love for you to join our growing team.
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 and engineering 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 We're Looking For
Required Qualifications
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
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—ablility to explain complex tax concepts clearly to diverse audiences
Collaborative approach and comfort working cross-functionally with non-tax professionals
Preferred Qualifications
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
Remote — USA | Full-Time | $80,000-120,000 + Equity
About TaxGPT
TaxGPT is revolutionizing the tax and accounting space with AI-driven solutions tailored for accountants, tax professionals, and SMBs. We are building an AI co-pilot to transform tax workflows, drive efficiency, and simplify compliance. Recently named one of Business Insider's 30 Early-Stage Startups Most Likely to Become Tech's Next Unicorns, we would love for you to join our growing team.
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 and engineering 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 We're Looking For
Required Qualifications
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
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—ablility to explain complex tax concepts clearly to diverse audiences
Collaborative approach and comfort working cross-functionally with non-tax professionals
Preferred Qualifications
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