Associate, Tax Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Transform real tax engagements into organized AI workflows.

• Develop and enhance workflow instructions to ensure precise, well-sourced, and uniform output.

• Validate workflows using actual fact patterns, identify any shortcomings, and implement corrections.

• Assess AI-generated tax analyses for accuracy, reliability of sources, and practitioner trustworthiness.

• Analyze accounting firm and corporate tax department processes to pinpoint workflow improvement opportunities.

• Construct and set up customer workflows while providing guidance during implementation.

• Assist customers in verifying workflow outputs and adapting workflows as requirements evolve.

• Collaborate with Customer Success as the workflow specialist for customer accounts.

• Convert customer input into prioritized product enhancements.

• Work alongside product, engineering, and data science teams to enhance research quality and workflow functionalities.

• Document best practices and design reusable playbooks and workflow templates.

• Conduct research and summarize U.S. federal tax sources.

• Adjust to new tax law areas as customer demands shift.

⛳️ Requirements

• JD, LL.M. in Taxation, or CPA designation required.

• 3 to 5 years of experience in U.S. federal income tax is essential.

• Must be legally authorized to work in the United States.

• Experience with Big 4 or accounting firms is highly preferred, ideally across multiple service lines.

• Familiarity with innovation, technological implementation, or process enhancement within a tax practice is beneficial.

• Background in legal or tax technology, product or solutions roles, or firm innovation/digital teams is a significant advantage.

• Comfort with AI tools and a desire to understand their functionalities and limitations.

• Ability to communicate clearly and confidently with partners, practitioners, and engineers.

• Skill in organizing complex problems and managing multiple customer projects simultaneously.

• Insight into the operational dynamics of accounting firms, including staffing, client delivery, and value demonstration.

• High standards of quality coupled with a willingness to ship, learn, and improve without striving for perfectionism.

🏝️ Benefits

• Stock options.

• Benefits catered to support you and your family.

• Primarily remote work with occasional travel to the Toronto office and conferences.

• Quarterly opportunities for in-person collaboration at the Toronto office.

• Travel and accommodation expenses covered for onboarding if located outside the local commuting area.

• A collaborative, ambitious, and supportive team culture.

• An inclusive and accessible hiring process with reasonable accommodations.

• Equal opportunity employer.