Associate, Tax Research (US)

Overview

This is a remote-first role open to candidates legally eligible to work in the United States. For in-person collaboration, you will have the opportunity to travel to the Toronto office every quarter to connect with the broader team.

To help you get started, new team members participate in an onboarding period that lasts their first three days.

Responsibilities

• U.S. Federal Tax Research

  • Use tax research and writing skills to quickly locate and summarize relevant primary and secondary sources.
  • Understand and summarize various tax law questions.
  • Evaluate sources for accuracy and currency.
  • Assess source documents efficiently to support analysis.
  • Adapt quickly to researching different areas of tax law.
  • Assess the quality and accuracy of AI-generated tax analysis.

• Teamwork

  • Collaborate with tax lawyers, accountants, and a cross-functional team of developers and data scientists to build and improve AI tools.
  • Develop strong working relationships across tax research, data science, and technology teams.
  • Thrive in an environment where diverse thoughts are welcome and innovation is encouraged.
  • Programming and data science experience is not required—open-mindedness and eagerness to collaborate are.

• Strategic Thinking

  • As a core member of the product team, take ownership and think critically about how to continuously improve tax platforms.

• Evolving Based on Client Needs

  • Partner with customers (tax professionals) by listening to feedback, troubleshooting issues, and incorporating recommendations to consistently add value.
  • Demonstrate adaptability and openness to new ideas.

Requirements

• JD or a CPA designation
• 3–5 years of professional experience working in U.S. federal income tax
• Strong passion for federal tax
• Comfortable leveraging AI tools and emerging technologies to drive efficiency and improve workflows
• Strong tax research and writing skills

Preferred Qualifications

• Accounting firm experience is a positive

Compensation & Benefits

• Base pay range: $120,000 - $140,000 USD per year
• Competitive base salary, stock options, and benefits designed to support you and your family
• Flexibility in how you work: primarily remote, with occasional travel to the Toronto office and conferences as needed
• Travel and accommodation coverage for onboarding if you are based outside the local commuting area

Location

• Remote-first (United States eligibility required)
• Quarterly travel to the Toronto office for in-person collaboration