Provide subject-matter expertise in complex tax planning and strategy, develop and validate tax content for AI, create case studies and scenarios, document methodologies, monitor law changes, and advise product and engineering teams.
Tax Planning and Strategy SME
About TaxGPT
What You’ll Do
What We Are Looking For
Required Qualifications
Preferred Qualifications
How We Define Success in This Role
Why Join Us
San Francisco or remote, USA | Full-Time
Base Salary: 110,000-130,000
Variable Comp: 20% performance bonus of $22,000 to $26,000
Total comp: $130,000 to $156,000 + Equity
Benefits: Medical insurance, Dental, Vision, 401k + 3% match, Life insurance, equity
Travel: Once a quarter to the San Francisco headquarters
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.
This is an AI-first role where your tax planning and strategy expertise becomes the product. You will build the scenarios, answer keys, and strategic frameworks that teach our models how an expert reasons through complex planning, from entity structuring and M&A to estate and wealth transfer, and pressure-test their output to keep it accurate and defensible.
You will sit on our product team and partner closely with engineering, with significant ownership over the planning content that powers the product.
Required Qualifications
- 5+ years of experience in tax planning and strategy, including complex advisory scenarios.
- Proven track record advising on transactions, entity selection and restructuring, business succession, M&A structuring, and estate and wealth transfer.
- Deep knowledge across corporate and personal tax planning, partnership and S-corporation taxation, and pass-through structuring.
- Strong background conducting technical tax research to resolve complex planning issues across multiple areas.
- Ability to critically evaluate AI-generated tax content, identifying errors, omissions, and edge cases, and apply your planning expertise to validate and improve it.
- Experience serving high-net-worth individuals or closely held businesses.
- Bachelor's or Master's degree in Accounting, Finance, or Taxation.
- CPA, CFP, EA, or JD preferred.
- Excellent analytical, organizational, and communication skills.
- Proficient in using tax and accounting software, along with collaboration tools like Slack, Google Workspace, and Fathom.
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
A strong Tax Planning and Strategy SME in this role:
- Produces validated, authority-backed planning scenarios, answer keys, and decision frameworks across entity structuring, M&A and succession, and estate and wealth transfer that pass review with minimal rework.
- Reliably catches errors, omissions, and missed planning opportunities in AI-generated output before it ships, and can explain the correct treatment with authority.
- Builds scenarios and answer keys that become a primary source in our planning training and evaluation sets, improving model accuracy on the tasks they own.
- Keeps our datasets current as federal and state law changes, and translates sophisticated planning concepts clearly for product and engineering partners.
Why Join Us
This is your chance to apply your expertise beyond client work, impacting how thousands of professionals use AI to navigate sophisticated tax planning.
The base pay range for this role is $110,000 to $130,000 per year.
Similar Jobs
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Provide assistant controller-level support to healthcare clients: manage financial reporting and general ledgers, prepare and finalize month-end close and monthly reporting packages, review balance sheets and account classifications, maintain client procedures, coordinate project workflows, supervise and estimate accountant work, and collaborate across teams to develop best practices.
Top Skills:
Microsoft Office Suite
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Provide assistant controller-level support to healthcare clients: manage financial reporting accuracy, general ledger and month-end close, prepare and review reporting packages and KPIs, maintain client procedure manuals, oversee accountants' work, coordinate projects, and ensure balance sheet and workpaper accuracy.
Top Skills:
ExcelMS Office
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Provide assistant controller-level outsourced accounting support to healthcare clients: manage month-end close, financial reporting, general ledger accuracy, review balance sheets and account classifications, prepare reporting packages and KPIs, maintain client procedures, oversee accountants' work allocation, and collaborate across teams to develop best practices.
Top Skills:
Accounting SoftwareMicrosoft Office Suite
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
