State and Local Tax Expert

Overview

An organization specializing in AI-driven tax and accounting solutions is seeking a State and Local Tax (SALT) Expert to join their product team. This role involves leveraging state and local tax expertise to develop multi-state datasets, workpapers, and scenarios that train AI models for tax compliance. The position offers significant ownership over SALT content and requires close collaboration with engineering teams.

Responsibilities

• Build and maintain multi-state tax datasets, workpapers, and scenarios that guide AI model reasoning on compliance.
• Pressure-test AI-generated tax outputs to ensure accuracy and defensibility.
• Partner with product and engineering teams to develop and refine SALT content powering the product.
• Keep datasets current with evolving multi-state tax laws.
• Translate complex tax concepts clearly for cross-functional teams.

Requirements

• Minimum 5 years of experience in state and local tax compliance and consulting.
• Proven experience preparing and reviewing multi-state income, franchise, sales and use, and other SALT returns for individuals, small businesses, and mid-sized entities.
• Expertise in developing comprehensive SALT workpapers, including apportionment schedules, nexus analyses, and state-specific adjustments.
• Strong background in conducting SALT research to resolve complex technical issues across multiple jurisdictions.
• Ability to critically evaluate AI-generated tax content, identify errors and edge cases, and apply SALT expertise to validate and improve outputs.
• Hands-on experience managing clients with multi-state tax obligations and coordinating compliance across jurisdictions.
• Experience serving clients across diverse industries, focusing on individuals and small to medium-sized businesses.
• CPA, EA, or equivalent certification preferred.
• Excellent analytical, organizational, and communication skills.
• Proficiency with tax and accounting software and collaboration tools such as Slack, Google Workspace, and Fathom.

Preferred Qualifications

• Experience with indirect tax automation tools or SALT-focused technology solutions.
• Background in startups or fast-paced, technology-driven environments.

Success Metrics

• Produces validated, authority-backed SALT datasets and workpapers (income, franchise, sales and use) that require minimal rework.
• Reliably identifies errors, omissions, and edge cases in AI-generated SALT outputs before release, providing authoritative explanations.
• Develops fact patterns and answer keys that serve as primary sources in SALT training and evaluation, improving model accuracy.
• Maintains up-to-date datasets reflecting changes in multi-state tax laws and communicates complex tax concepts effectively.

Compensation & Benefits

• Base Salary: $110,000 to $130,000 per year
• Variable Compensation: 20% performance bonus ($22,000 to $26,000)
• Total Compensation: $130,000 to $156,000 plus equity
• Benefits include medical, dental, vision insurance, 401(k) with 3% match, life insurance, and equity
• Travel: Approximately once per quarter to the San Francisco headquarters

Location

• This role requires occasional travel to San Francisco headquarters (once per quarter).