Join wealth.com as a tax planning expert to develop advanced solutions for financial advisors, focusing on user-friendly software tools and collaboration with design and engineering teams.
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.
What You’ll Do:
- 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
What We’re Looking For:
- 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.
Why You'll Love Working for wealth.com
- 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.
Top Skills
AI
Software Tools
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