Tax Planning Strategy Expert

Job Summary

Seeking a full-time Tax Planning Strategy Expert, this remote position will manage complex tax advisory tasks, develop AI-driven tax content, and collaborate with product and engineering teams to enhance tax technology solutions.

Key responsibilities

• Serve as a technical resource for complex tax questions involving transactions, entity restructuring, and wealth transfer strategies
• Create tax planning content and document methodologies for AI training and internal knowledge bases
• Monitor tax law changes and advise on policy updates while developing scenarios to stress-test AI capabilities

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 of corporate and personal tax planning strategies, M&A structuring, and estate planning
• Collaborative approach and ability to communicate complex tax concepts clearly to diverse audiences