





Mid-level niche tax role with 4+ years and known advisory brand, moderate applicant competition.
Strong tax specialization and compliance focus limit cross-industry transferability despite data skills.
Mandatory 4+ years tax experience plus domain-specific skills and data/AI collaboration increases screening rigor.
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Analyze client tax data to identify tax planning, compliance, and cross-sell opportunities across specialty domains like SALT, R&D Tax Credits, and Cost Segregation.
Translate tax practitioner knowledge into structured business rules, decision logic, and AI-enabled tax signal models collaborating with SMEs, product managers, and engineers.
Maintain governance standards by documenting tax signal definitions, validation criteria, and ensuring accuracy and transparency of tax opportunity identification.
Bachelor’s degree in Accounting, Taxation, Finance, Commerce, or related discipline.
Minimum 4 years’ experience in tax consulting, tax compliance, or specialty tax services such as SALT, R&D Tax Credits, or Cost Segregation.
Strong understanding of U.S. tax concepts and client tax documentation including tax returns, workpapers, trial balances, and fixed asset schedules.
Working knowledge of data architecture, data modeling, or AI-enabled business processes with ability to collaborate with technical teams.
Experienced in integrating tax domain expertise with AI or data-driven product development teams to build decision frameworks.
Proven ability to translate complex tax and financial data into structured, operational business rules and signal models.
Comfortable working in cross-functional roles requiring collaboration between tax SMEs, product management, and engineering for tax technology solutions.