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TaxGPT · 5 hours ago

Tax Planning and Strategy SME

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $120K/yr

5+ years exp

TaxGPT is building innovative, AI-powered tax solutions and is seeking a Tax Planning and Strategy Expert. The role involves developing and validating tax data and documentation to enhance AI systems and collaborating with product and engineering teams on tax planning nuances.

Artificial Intelligence (AI)FinTechTax Preparation

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 planningTax strategyComplex advisory scenariosCPACorporate tax planningM&A structuringEstate planningCommunicationCollaborative 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

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