Associate, Tax Solutions (US)

Overview

This role is for a Tax Lawyer or Tax Accountant to join the product team as an Associate, Tax Solutions (US).

The position focuses on designing and building AI-enabled tax research workflows, working with customers to implement those workflows, and ensuring output quality against real tax sources and fact patterns.

Responsibilities

• Design and build tax workflows

  • Translate real tax engagements (including provision support, compliance reviews, research memos, entity classification, and more) into structured AI workflows.
  • Write and refine workflow instructions to produce accurate, well-sourced, and consistent output.
  • Test workflows against real fact patterns, identify failure points, and fix issues.
  • Evaluate AI-generated tax analysis for accuracy, currency of sources, and whether a practitioner would rely on it.

• Implement workflows with customers

  • Collaborate with tax teams at accounting firms and corporate tax departments to map current processes and where workflows fit.
  • Build and configure workflows for each customer’s practice and guide customer teams through implementation.
  • Support customers in ensuring workflow output meets their review standards and adjust workflows as needs change.
  • Partner with the Customer Success team to serve as the workflow expert on accounts (including demos and training).

• Shape the product

  • Represent the needs of tax professionals by turning customer feedback into clear, prioritized product input.
  • Work with product, engineering, and data science teams to improve research quality and workflow features.
  • Document best practices and create reusable playbooks and workflow templates.

• Stay current on U.S. federal tax

  • Research and summarize primary and secondary sources quickly and accurately.
  • Adapt to new areas of tax law as customer needs evolve.

Requirements

• JD, LL.M. in Taxation, or CPA designation
• 3 to 5 years of experience in U.S. federal income tax
• Strong familiarity with U.S. federal taxation fundamentals, with demonstrated depth in an area of federal tax
• Clear, confident communication with partners, practitioners, and engineers
• Ability to bring structure to complex, ambiguous problems and manage multiple customer projects at once
• Understanding of how accounting firms operate (staffing, client delivery, and the pressure to show value)
• High standards with an iterative approach (ship, learn, and improve)
• Comfort using AI tools, including curiosity about how they work and where they fall short

Preferred Qualifications

• Big 4 or accounting firm experience strongly preferred, ideally across more than one service line
• Exposure to innovation, technology rollout, or process improvement in a tax practice
• Experience in a technology role (legal or tax tech, product or solutions role, or firm innovation/digital team) where you helped build, configure, or roll out software

Compensation & Benefits

• Base pay range: $120,000 - $140,000 USD per year
• Additional compensation: stock options and benefits designed to support you and your family

Location

• Remote-first position
• Open to candidates legally eligible to work in the United States
• For in-person collaboration, travel to the Toronto office is available every quarter to connect with the broader team
• Initial onboarding includes a first-three-days in-person onboarding; if based outside the local commuting area, travel and accommodation are arranged and covered