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
About the Role
What You’ll Do
What We're Looking ForRequired Qualifications
Preferred Qualifications
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.
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
- 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
TaxGPT San Francisco, California, USA Office
San Francisco, CA, United States
Similar Jobs
Cloud • Information Technology • Security • Software • Cybersecurity
Manage and grow strategic enterprise accounts by building C-level relationships, creating long-term account strategies, collaborating cross-functionally, and acting as a trusted advisor to align Zscaler security solutions with customer business goals.
Fintech • Financial Services
Design, build, and maintain scalable dimensional data models, semantic layer, and production transformation pipelines. Collaborate with Data Engineering, Data Science, BI, DevOps, and Product to enable AI-ready data, ensure data quality and governance, support ML feature delivery, and coach analytics team members for robust, production-ready data products.
Top Skills:
DatafoldDbtFivetranPythonRedshiftSnowflakeSQLTableau
Fintech • Financial Services
Lead technical design and architecture for analytics engineering: build and govern the semantic/metrics layer, optimize dbt and Snowflake for performance and AI use cases, mentor engineers, partner with Data Science and Engineering, drive data quality, CI/CD, observability, and deployment of third-party data and emerging tooling to support analytics, ML, and agent-based products.
Top Skills:
Agent FrameworksDbtFivetranKafkaPythonRagSnowflakeSnowflake CortexSnowflake IntelligenceSQLStreamkap
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
