Senior Associate/Manager, Tax Research

Overview

A leading generative AI solution provider for tax professionals is seeking a Senior Associate/Manager (Tax Research) to join their product team. This role focuses on U.S. federal tax research and contributing to the development of an AI-powered tax research tool. The position is remote-first, open to candidates legally eligible to work in the United States, with quarterly opportunities to travel to the Toronto office for in-person collaboration.

Responsibilities

• Conduct U.S. federal tax research by locating relevant primary and secondary sources.
• Understand, summarize, and evaluate various tax law questions and sources for accuracy and currency.
• Assess source documents efficiently to support tax analysis.
• Adapt quickly to researching different areas of tax law.
• Evaluate the quality and accuracy of AI-generated tax analysis.
• Collaborate with tax lawyers, accountants, developers, and data scientists to build and improve AI tools.
• Develop strong relationships across tax research, data science, and technology teams.
• Contribute strategic thinking and ownership to continuously improve the tax research products.
• Work closely with customers by listening to feedback, troubleshooting issues, and incorporating recommendations.
• Maintain adaptability and openness to new ideas.

Requirements

• Juris Doctor (JD) or Certified Public Accountant (CPA) designation.
• 4–7 years of professional experience in U.S. federal income tax.
• Experience at an accounting firm is a plus.
• Strong passion for federal tax and interest in leveraging technology to improve the tax profession.
• Open-mindedness and eagerness to learn.

Preferred Qualifications

• Experience or interest in working with AI-powered tools (experience not required).
• Ability to collaborate effectively with cross-functional teams.

Compensation & Benefits

• Competitive base salary and stock options.
• Remote-first work environment with flexible location.
• Occasional travel to Toronto office for team meetings.
• Opportunity to play a meaningful role in shaping a revolutionary tax research tool.
• Supportive work culture emphasizing work-life balance.

Location

Remote-first position open to candidates legally eligible to work in the United States, with quarterly travel to Toronto, Canada for in-person collaboration.