Founding Private Client Tax Analyst HNWI
14 hours ago
Founding Private Client Tax Analyst HNWI
Join Catalyst Labs to apply for the Founding Private Client Tax Analyst HNWI role.
A startup based in downtown San Francisco, Catalyst Labs is building the next‑gen tax forecasting engine for high‑net‑worth individuals. The platform provides users with visibility into their tax obligations, simulates outcomes, and identifies strategies to minimize their effective tax rate.
The team combines deep tax expertise with engineering rigor, applying modern AI to a domain that has historically resisted automation. This position offers the opportunity to shape the foundation of a product that will redefine how complex tax planning is done.
Location: Downtown, San Francisco, CA (Full‑time, On‑site)
Role Overview
As the Founding Tax Analyst , you will define the core tax intelligence of the platform. You will translate complex federal and state tax law into accurate, executable models, and ensure our simulation stack produces insights that are legally sound, practically actionable, and optimized for HNWI clients. This is a hands‑on role where you will write natural‑language frameworks (not code) for tax calculations, design evaluation logic for simulations, and work closely with engineers to systemize and digitize tax rules.
Responsibilities
Write natural language tax calculation logic and develop frameworks for simulation stacks that reflect real‑world HNWI scenarios.
Analyze 1040s and related forms to identify optimization opportunities, including equity compensation, AMT, trusts, estates, and multi‑entity portfolios.
Collaborate with engineers to digitize tax rules, ensuring accuracy and actionable outputs.
Apply AI and prompt engineering techniques to extract insights from tax documents and identify areas for optimization.
Serve as a subject matter expert on federal and state tax laws, providing guidance to the team on interpretation and edge cases.
Research and implement strategies that are legally compliant, financially optimal, and practically implementable.
Required Skills & Experience
48+ years of experience in tax preparation, advisory, or accounting with HNWI clients.
Deep understanding of AMT, equity compensation, and multi‑entity tax structures.
Ability to synthesize complex tax documents, identify opportunities, and translate them into clear, structured instructional and guidance frameworks that LLMs can follow.
Proven experience advising high‑net‑worth individuals, founders, and high‑income employees and executives on tax strategies.
Preferred / Bonus Skills
CPA, tax attorney (LL.M – Masters in Tax), or accounting or legal background (nice to have, not required).
Familiarity with LLMs, AI, or prompt engineering in the context of tax optimization.
Experience in digitizing tax rules, building simulation logic, or automating advisory processes.
Impact
Foundational work where the frameworks you build directly impact the platform’s accuracy and effectiveness.
You will operate at the intersection of deep tax expertise, cutting‑edge AI, and software engineering, helping HNWI clients navigate scenarios previously manageable only by a team of advisors.
You will be the founding member of the Tax technical Team.
This role is central to the company’s product, vision, and future growth.
Logistics
On‑site in San Francisco (Embarcadero / Ferry Building).
No visa sponsorship available; candidates must have or be able to independently obtain U.S. work authorization.
Full‑time – Onsite, minimum $200k base + 1%+ equity.
Full relocation support.
#J-18808-Ljbffr
-
Tax Senior Manager | Private Clients
4 weeks ago
Dublin Pike, Ireland ACCA Careers Full timeOverview Tax Senior Manager - Private Client Services Location: Dublin (Hybrid Working) A leading professional services firm is seeking a Tax Senior Manager to join their rapidly growing, newly established Private Clients Tax team. This is an exciting opportunity for an experienced tax professional to take on a pivotal leadership role within a developing...
-
Tax Director
3 weeks ago
Dublin, Ireland Origon Full timeOverviewTax Director - Private Clients, International Professional Services Firm (Top 10)Our client is a leading name in the professional services sector, with a full service offering to domestic and international clients in Ireland.Their suite of service include Tax, Assurance, and a broad depth of business advisory services that they provide to companies...
-
Private Client Tax Associate Director
3 weeks ago
Dublin, Ireland Grant Thornton (Ni) Llp Full timeJoin to apply for thePrivate Clients Associate Directorrole atGrant Thornton (NI) LLP1 day ago Be among the first 25 applicantsJoin to apply for thePrivate Clients Associate Directorrole atGrant Thornton (NI) LLPPrivate Clients – Associate DirectorAt Grant Thornton Advisors (NI), we have a growing Tax Team consisting of over 70 Tax specialists with deep...
-
▷ [Urgent] Tax Senior Manager | Private Clients
3 weeks ago
Dublin, Ireland Clarity Search Partners Limited Full timeTax Senior Manager - Private Client Services Location: Dublin (Hybrid Working) The Opportunity A leading professional services firm is seeking a Tax Senior Manager to join their rapidly growing, newly established Private Clients Tax team. This is an exciting opportunity for an experienced tax professional to take on a pivotal leadership role within a...
-
Tax Manager
3 weeks ago
Dublin, Ireland Clarity Search Partners Full timeTax Manager - Private Client | Private Clients | Top 10 FirmOur client is a leading professional services firm in Ireland with ambitious growth plans with offices in Dublin, Galway and Limerick.The PositionWe wish to appoint a Tax Manager with a minimum of 5 years' practice experience to work in our Private Clients department.Working closely with partners...
-
Tax Senior | Private Clients | Top 10 Firm
3 weeks ago
Dublin, Ireland Clarity Search Partners Full timeTax Senior | Private Clients | Top 10 FirmOur client is a leading professional services firm in Ireland with ambitious growth plans, with offices in Dublin, Galway, and Limerick.The roleWe wish to appoint a Tax Senior or AM with a minimum of 2 years' practice experience to work in our Private Clients department.Working closely with partners and senior...
-
Tax Senior | Private Clients | Top 10 Firm
2 days ago
Dublin, Ireland Clarity Search Partners Full timeTax Senior| Private Clients | Top 10 Firm Our clients is a leading professional services firm in Ireland with ambitious growth plans with offices in Dublin, Galway and Limerick. The role We wish to appoint a Tax Senior or AM with a minimum of 2 years’ practice experience to work in our Private Clients department. Working closely with partners and senior...
-
Dublin 2, Ireland Clarity Search Partners Full timeOur clients wishes to appoint a Senior Tax Manager with a minimum of 5 years’ practice experience to work in our Private Clients department. Working closely with partners and senior management, the candidate will have the opportunity to work with a large portfolio of clients, from a range of Private Clients many of which have an international focus. This...
-
Tax Senior Associate
3 weeks ago
Dublin, Ireland Catalyst Labs Full timeAbout Us: Catalyst Labs is a leading agency specializing in direct placements, contingent placements, outsourcing and EOR. We stand out as an agency that is deeply embedded in our clients recruitment operations. We work directly with hiring manager who understand the value of strategic tax leadershipand we take pride in facilitating conversations that are...
-
Dublin, Ireland Clarity Search Partners Full timeTax Senior Manager- Private Client | Private Clients | Top 10 Firm Our client is a leading professional services firm in Ireland with ambitious growth plans with offices in Dublin, Galway and Limerick. The Position We wish to appoint a Senior Tax Manager with a minimum of 5 years’ practice experience to work in our Private Clients department. Working...
