Associate, Tax Research (US)

Overview

This is a remote-first position with eligibility requirements to work in the United States. For in-person collaboration, quarterly travel to the Toronto office is available. New team members complete their first three days of onboarding together; if you’re based outside of the local commuting area, travel and accommodation for onboarding will be arranged and covered.

The organization is seeking a Tax Lawyer or Tax Accountant (Associate, Tax Research (US)) with 3–5 years of experience in federal tax to join the product team as part of its large language model-enabled tax research tool.

Professional experience in AI is not required. The role is best suited for candidates who enjoy U.S. federal tax fundamentals and are interested in how technology can improve the transparency and accessibility of tax law.

Responsibilities

U.S. Federal Tax Research

• Use tax research and writing skills and tax knowledge to quickly locate and summarize relevant primary and secondary sources
• Understand and summarize various tax law questions
• Evaluate sources for accuracy and currency
• Efficiently assess source documents to support analysis
• Adapt quickly to researching different areas of tax law
• Assess the quality and accuracy of AI-generated tax analysis

Teamwork and Collaboration

• Collaborate with tax lawyers, accountants, and cross-functional teams of developers and data scientists to build and improve AI tools
• Develop and maintain strong working relationships across tax research, data science, and technology teams
• Thrive in a collaborative environment that encourages diverse perspectives and innovation

Strategic Thinking

• As a core member of the product team, think strategically and critically about continuous improvement of tax research products

Evolving Based on Client Needs

• Partner with customers (tax professionals) by listening to feedback, troubleshooting issues, and incorporating recommendations to add consistent value to tax platforms
• Demonstrate adaptability and openness to new ideas

Requirements

• JD or a CPA designation
• 3–5 years of professional experience working in U.S. federal income tax
• Passion for federal tax
• Comfortable leveraging AI tools and emerging technologies to drive efficiency, improve workflows, and stay ahead of industry trends
• Accounting firm experience is a positive

Preferred Qualifications

• Experience in federal tax research and strong tax research and writing skills
• Demonstrated ability to adapt to researching different areas of tax law

Compensation & Benefits

• Base pay range: $120,000 - $140,000 USD per year
• Stock options and benefits designed to support you and your family
• Primarily remote work, with occasional travel to the Toronto office and conferences as needed
• Level 3 in the organization’s career level framework; final compensation is set based on experience, expertise, and alignment with role responsibilities

Location

• Remote-first position
• Open to candidates legally eligible to work in the United States
• Quarterly travel to the Toronto office for in-person collaboration