Tax Planning Expert & Product Innovation

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!

About the Role:

We are seeking a tax planning expert — ideally a CPA — to join our growing product team. You’ll play a critical role in defining and bringing to life advanced planning solutions for financial advisors, from initial concept through delivery. This is not a traditional tax role. Instead, you’ll apply your deep technical expertise to shape intuitive, impactful software tools that advisors will use every day. You’ll work cross-functionally with design, legal, engineering, and our go-to-market teams to turn your knowledge of tax planning into world-class products.

• Shape the roadmap: Identify key tax planning pain points and opportunities for advisors serving HNW and UHNW clients.
• Ideate solutions: Translate complex tax strategies into intuitive workflows and calculators that advisors can use to deliver value.
• Guide product design: Collaborate with designers to wireframe and prototype experiences that simplify intricate tax concepts.
• Drive execution: Partner with engineers to ensure the solutions we build are accurate, scalable, and advisor-friendly.
• Test and refine: Help validate product concepts through user interviews, prototypes, and beta programs.
• Champion quality: Ensure that all tax calculations, outputs, and educational content meet rigorous technical standards

• A strong background in tax planning, ideally as a CPA, EA, or JD with significant tax experience.
• Deep expertise in areas such as income tax optimization, entity planning, charitable strategies, wealth transfer techniques, or business owner tax planning.
• Experience within an advanced planning team at a wealth management firm, or a tax-focused software company (e.g. Intuit QuickBooks) where you helped translate tax expertise into products or workflows.
• Passion for simplifying complex concepts into user-friendly tools.
• Excellent communication skills — you can explain advanced tax strategies to engineers, designers, and non-experts alike.
• A collaborative mindset with excitement about building something new.

• Competitive Salary.
• Fully remote, flexible work environment. We do however meet together in person several times a year.
• Full medical and dental benefits. 
• Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Paid Parental Leave.
• Company equity managed through Carta.
• 401k with Match and 100% vesting upon hire.
• Free estate planning!

Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.