Tax Director, Income Tax
Marcus & Associates Executive Recruiters
Our client is an early-stage AI financial software company run by senior executives from the Big 4, Google, AMD, SAP, Meta and Microsoft. World class C-Suite, unrivaled funding and growing very quickly (both revenue and people). They are currently building a next-generation AI-first ERP-like system to revolutionize the way enterprise level clients manage accounting, finance, tax, risk, controls, and procurement.
This 2-year-old company is now hiring an Income Tax SME to kick off development of a Tax Reporting module to own how our tax AI products land with customers and partners. This person will bring strong income tax judgment and apply it in live customer environments, including scoping engagements, leading onboarding and implementation, validating the product against the customer's real transaction data, and standing behind the results. You will not be working on Tax Compliance/Reporting. You will be helping to build out the next gen AI software for Tax and partnering with clients (current and potential).
The ideal candidate has a deep understanding of how STAT to Tax Reporting works across multiple states and transaction types, is comfortable in front of customers and partners, and is energized by being the tax expert in the room during an implementation. This role is centered on building to start: working with product and engineering to build the software. Phase two would be collaborating with customers, getting them to trust the output, and turning what we learn in the field into structured feedback that makes the product better. This is a job for a tax expert who wants to do something different.
Responsibilities
- Own the tax accuracy, quality, and performance of AI-powered Income Tax and Tax Reporting and OECD Pillar Two products.
- Translate complex tax requirements into clear specifications for how the product should behave, including what a correct output looks like, where the edge cases are, and how success is measured.
- Partner with Product, Engineering, and QA teams to design, build, test, and launch new capabilities.
- Research and interpret complex tax issues for large global clients.
- Define testing strategies, evaluation frameworks, and quality standards to ensure accurate and consistent product outcomes.
- Analyze product outputs, identify root causes of failures, and prioritize improvements based on customer impact, tax risk, and business value.
- Lead customer implementations end to end, from scoping and data intake through validation, go-live and ongoing support.
- Collaborate with customer-facing teams to convert field feedback and customer issues into scalable product enhancements.
- Communicate priorities, requirements, risks, and outcomes effectively across tax, product, engineering, and leadership teams.
- Partner with leadership to shape go-to-market and teambuilding strategies
Requirements:
- 10+ years of relevant experience in tax reporting, tax provision or tax consulting for global public companies
- Proven ability to apply tax expertise, analytical thinking, and sound judgment to solve complex business, operational, and technology challenges.
- Working knowledge of the OECD Pillar Two global minimum tax rules.
- Ability to balance customer needs, tax accuracy, business objectives, and technical constraints when making decisions.
- Strong communication, collaboration, and stakeholder management skills, with the ability to influence both technical and non-technical audiences.
- Comfortable working in a fast-paced, cross-functional product environment.
- Willingness to travel occasionally for team meetings, customer engagements, and industry events.
Bonus points for:
- Experience defining business requirements, evaluating tradeoffs, and prioritizing solutions in partnership with cross-functional teams.
- Experience working closely with product, engineering, data, analytics, or technology teams to deliver solutions.
- Experience with tax technology, SaaS products, AI-enabled solutions, or large-scale tax automation initiatives.
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