Tax Planning and Strategy SME

Tax Planning and Strategy SME 

About TaxGPT

About the Role

What You’ll Do

• 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

• 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