Content Management Analyst- Tax SME
Core
Tax Planning Subject Matter Expert (SME) bridging real-world accounting expertise with AI-enabled tax software development to ensure accurate implementation of tax rules.
Role type
Senior IC Tax Analyst / Product Analyst
Builds
Next-generation AI-enabled tax planning software solutions
Domain
Tax technology / Accounting / Federal and State tax planning
Deliverable
production ML models | product features
Required skills
1040 federal and state tax return preparation, tax planning, pass-through returns, K-1s, rule interpretation, functional requirements authoring, scenario-based testing, defect triage, change management
Preferred skills
CPA or CPA eligible, commercial tax planning software user experience, data-driven content maintenance, rule engines, structured content systems, developer-adjacent tooling
Technologies
Test environments, issue tracking systems, query tools, scripting
Responsibilities
Translate tax rules into implementable logic for planning calculations and lookup tables; Author clear functional requirements, user stories, and acceptance criteria; Validate calculations and reporting outputs for accuracy and compliance; Partner with engineering to define workflows and validate logic against real-world scenarios; Investigate and triage defects; Support QA teams by reviewing test cases and executing UAT plans
Seniority
Mid-level (3-5 years experience), hands-on IC
