Senior State and Local Income Tax Researcher

Overview

This is a remote role reporting to the Senior Director, Tax.

As a Senior State and Local Income Tax Researcher, you will train and continuously improve AI research agents using authoritative state and local income tax materials. Your work will enable accurate and defensible responses to complex customer questions, including audit defense research and apportionment challenges.

The work sits at the intersection of law, data structures, automation, and AI-enabled systems—partnering with existing tools and workflows to reduce manual effort and improve quality.

Responsibilities

• Train and refine AI on authoritative state and local income tax materials (statutes, regulations, case law) to answer complex customer questions accurately.
• Build and own a state and local income tax research product, defining quality standards and the roadmap for AI agents.
• Curate and structure authoritative source materials for AI agents to reason through scenarios such as audit defense, corporate structuring, apportionment, and transfer pricing.
• Develop reusable prompt libraries, validation frameworks, and rigorous quality-review standards for tax-specific AI applications.
• Establish measurable quality benchmarks and controls confirming AI answers trace back to primary legal sources.
• Review AI agent outputs against primary legal sources to ensure defensibility and compliance integrity.
• Identify high-impact AI opportunities to improve research speed, scale, and quality.
• Share frameworks, governance practices, and structured research methods to raise the AI fluency of peers.
• Design and implement workflows combining AI, automation, and existing systems to eliminate manual research effort and reduce variation in outputs.

Requirements

• Bachelor’s degree in Tax, Accounting, Finance, or Law.
• 5+ years of state and local income tax advisory, consulting, or statutory research experience (ideally including audit defense, corporate structuring, apportionment, or transfer pricing).
• Demonstrated ability to turn ambiguous state and local income tax authority into clear, well-organized content suitable for training and improving AI accuracy.
• Hands-on experience applying AI tools, including designing effective prompts, building validation frameworks, or creating structured AI workflows with measurable results.
• Genuine passion for raising the bar on how AI is used to capture and apply tax knowledge.

Preferred Qualifications

• Advanced degree (J.D., LL.M. in Taxation, or M.S. in Taxation).
• Experience with knowledge management systems, structured data formats (e.g., JSON, XML), or legal research platforms.
• Familiarity with large language model (LLM) behavior, retrieval-augmented generation (RAG), or AI agent architectures.

Compensation & Benefits

Pay Range Details

The base pay range(s) below are provided in compliance with state specific laws. Pay ranges may be different in other locations.

• Colorado: $126,000-$201,600 (annually)
• Washington: $126,000-$222,800 (annually)
• California: $126,000-$244,000 (annually)
• NYC: $139,200-$244,000 (annually)

The successful candidate’s actual salary/wage may be based on factors such as geographic location, candidate experience and qualifications, as well as market and business considerations. This role is eligible for an annual bonus based on individual and company performance, depending on the terms of the applicable plan and the employee’s role.

Benefits (Total Rewards)

• Paid time off
• Paid parental leave
• Bonuses for many employees, depending on role and eligibility
• Health & wellness benefits vary by location but generally include private medical, life, and disability insurance

Location

Remote role (reporting to the Senior Director, Tax).

Equal Opportunity Employer

This employer provides equal employment opportunities and does not discriminate based on race, color, creed, religion, age, gender, national orientation, disability, sexual orientation, US Veteran status, or any other factor protected by law. Reasonable adjustments are available during the recruitment process upon request.