Tax Planning and Strategy SME jobs in United States
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TaxGPT · 1 month ago

Tax Planning and Strategy SME

positionSan Francisco, United States
timeFull-time
remoteOnsite
senioritySenior Level
money$80K/yr - $120K/yr
date5+ years exp

TaxGPT is building the intelligence layer for tax, partnering with firms and businesses to redefine tax workflows using AI. The Tax Planning and Strategy Expert will develop and validate tax data for AI systems, collaborating with product and engineering teams to ensure accurate tax planning models.

Artificial Intelligence (AI)FinTechTax Preparation
badNo H1BnoteU.S. Citizen Onlynote

Responsibilities

Serve as the technical resource for complex tax questions involving transactions, entity restructuring, business succession, M&A, and wealth transfer strategies
Guide product 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

Qualification

Tax planning expertiseComplex advisory scenariosCPACFPEAJDCorporate tax strategiesM&A structuringCross-border transactionsCommunicationCollaborative approach

Required

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—able to explain complex tax concepts clearly to diverse audiences
Collaborative approach and comfort working cross-functionally with non-tax professionals

Preferred

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

Company

TaxGPT

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TaxGPT uses artificial intelligence and tax information to automate tax filing.
dateFounded in 2023
location
San Francisco, California, USA
people-size11-50 employees
web-link
https://www.taxgpt.com

Funding

Current Stage
Early Stage
Total Funding
$5.1M
Key Investors
Y Combinator
2025-02-06Seed· $4.6M
2024-09-25Pre Seed· $0.5M
2023-10-01Pre Seed

Leadership Team

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Kashif Ali
Chief Executive Officer
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Recent News

EIN Presswire
TaxGPT Expands AI-Powered Tax Solutions to the Canadian Market
2025-08-05
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2025-02-28
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2025-02-11
Company data provided by crunchbase