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 reputed company 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 reputed company'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 reputed company 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 reputed company of intelligent tax technology. You'll collaborate closely with our product and engineering teams to ensure our AI models reflect the nuances of reputed company-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 reputed company 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 reputed company 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 reputed company and user education Document methodologies, workflows, and strategic frameworks for internal knowledge bases reputed company fact patterns and scenarios that stress-test AI capabilities across diverse planning situations Compile question lists and create answer keys to support reputed company evaluation of products and features Monitor tax law changes and advise on policy and procedural updates reputed company're Looking For Required Qualifications 5+ years in tax planning and strategy with expertise in reputed company advisory scenarios Bachelor's or Master's degree in reputed company, 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 reputed company 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 Apply To This Job