Senior Tax Planning Sales Engineer

Job Summary

A company is looking for a Tax Planning Sales Engineer.

Key Responsibilities

• Lead technical demonstrations of the platform, focusing on tax scenario modeling and strategies
• Conduct discovery sessions with prospective clients to assess their tax planning workflows
• Assist advisors in visualizing complex tax outcomes and manage technical aspects of RFP/RFI responses

Required Qualifications

• 5+ years of experience in Sales Engineering, Solution Architecture, or advanced Tax Planning (CPA, EA, or JD/LLM preferred)
• Strong background in tax planning for high-net-worth individuals
• Proven track record in leading technical validation in complex B2B or Fintech sales cycles
• Exceptional presentation skills to convey complex scenarios clearly
• Ability to adapt in a high-growth environment and manage evolving product capabilities