Founding Private Client Tax Analyst HNWI

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.

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