Tax Specialist - Subject Matter Expert (US Taxes)

Marble Technology Inc

$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Credentialed tax professional: CPA, Tax Attorney (JD/LLM), or Enrolled Agent
  • 5+ years of experience in public accounting, law, or complex tax advisory roles
  • Deep technical knowledge in areas such as individual, business, partnership, SALT, or international tax
  • Hands-on experience with tax compliance and research platforms like ProSystem fx and Lacerte
  • Strong opinions on tax software improvement and firm workflows
  • Ability to clearly explain complex tax concepts
  • Comfortable collaborating and providing direct feedback across teams

Responsibilities

  • Partner with Product Managers to understand workflows and pain points of tax practitioners
  • Translate practitioner needs into product requirements and priorities
  • Collaborate with Engineers to enhance response quality and tax reasoning
  • Review AI outputs for technical correctness and usability
  • Design evaluation frameworks to test tax accuracy and reliability
  • Identify and address gaps or risks in tax intelligence
  • Monitor and analyze new tax legislation and guidance

Benefits

  • Shape the tax intelligence layer of an impactful platform
  • Influence product decisions based on your firm experience
  • Work at the intersection of tax expertise and AI technology
  • Join a team that values speed, autonomy, and strong domain fundamentals
  • Enjoy competitive compensation, equity, and comprehensive benefits
Full Job Description
About the Role

We're hiring a Tax Specialist - Subject Matter Expert (US Taxes) to shape Marble's product and ensure its AI intelligence aligns with the needs of tax professionals. You will leverage your deep tax expertise to influence how our platform reasons, researches, and advises - bringing real-world firm experience directly into the product.

This role sits at the intersection of tax expertise, product thinking, and AI quality. You'll work closely with Product and Engineering to define what 'good' looks like for tax intelligence, identify gaps and risk areas, and help build a platform practitioners can trust for critical, high-stakes work.

If you have strong opinions about how tax software should work and are excited by the idea of shaping AI-powered tools at an early-stage company, you'll be a great fit.

What You'll Do
  • Partner closely with Product Managers to deeply understand practitioner workflows, pain points, and decision-making processes
  • Bring strong, informed viewpoints on how tax software should work based on real-world firm experience
  • Translate practitioner needs and frustrations into clear product requirements and priorities Ensure Marble's product reflects how tax professionals actually reason, research, and advise Work hand-in-hand with Engineers to improve response quality, accuracy, and tax reasoning
  • Review AI outputs for technical correctness, nuance, and practitioner usability
  • Design and maintain evaluation frameworks to test tax accuracy, completeness, and reliability Define standards that ensure practitioners can trust Marble for critical, high-stakes work
  • Identify gaps, edge cases, and risk areas in tax intelligence and help close them
  • Monitor and analyze new tax law, regulations, guidance, and court cases
  • Write clear, in-depth analyses and practical guidance for practitioners
  • Ensure this analysis is integrated directly into Marble's product experience
  • Leverage hands-on experience with multiple tax compliance and workflow tools to influence better system design
  • Help Marble rethink how firms operate, reducing friction, increasing confidence, and improving efficiency
  • Influence long-term product and intelligence strategy from a tax perspective


What We're Looking For
  • Credentialed tax professional: CPA, Tax Attorney (JD/LLM), or Enrolled Agent
  • 5+ years of experience in public accounting, law, or complex tax advisory roles
  • Deep technical knowledge in one or more areas: individual, business, partnership, SALT, international, or procedural tax
  • Hands-on experience using multiple tax compliance and/or research platforms (e.g., ProSystem fx, UltraTax, Lacerte, Drake, CCH Axcess, GoSystem, etc.)
  • Strong, well-formed opinions on how tax software and firm workflows can be improved Able to explain complex tax concepts clearly and precisely
  • Comfortable giving direct feedback and collaborating across disciplines
  • Motivated by impact and scale rather than billable hours

Bonus Points
  • Experience writing technical tax content or internal firm guidance
  • Exposure to tax research platforms or tax technology tools
  • Interest in AI, data, or knowledge systems - no engineering background required
  • Curious about technology and excited by the idea of shaping AI-powered tools

Why Join Us?
  • Shape the tax intelligence layer of a platform used by hundreds of practitioners today
  • Bring your firm experience directly into product - your opinions matter and drive decisions Work at the intersection of deep tax expertise and frontier AI
  • Join a team that values autonomy, speed, and strong domain fundamentals
  • Highly competitive compensation, equity, and benefits

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