<div><span>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, </span><a href="http://wealth.com"><span>wealth.com</span></a><span> is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.</span></div><div><br /></div><div><span>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 </span><a href="http://wealth.com"><span>wealth.com</span></a><span> a place where everyone truly enjoys working. </span><a href="http://Wealth.com"><span>Wealth.com</span></a><span> is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!</span></div><div><br /></div><div><b><span>About the Role:</span></b></div><div><span>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.</span></div><h3>What You’ll Do:</h3><ul><li>Shape the roadmap: Identify key tax planning pain points and opportunities for advisors serving HNW and UHNW clients.</li><li>Ideate solutions: Translate complex tax strategies into intuitive workflows and calculators that advisors can use to deliver value.</li><li>Guide product design: Collaborate with designers to wireframe and prototype experiences that simplify intricate tax concepts.</li><li>Drive execution: Partner with engineers to ensure the solutions we build are accurate, scalable, and advisor-friendly.</li><li>Test and refine: Help validate product concepts through user interviews, prototypes, and beta programs.</li><li>Champion quality: Ensure that all tax calculations, outputs, and educational content meet rigorous technical standards</li></ul><h3>What We’re Looking For:</h3><ul><li>A strong background in tax planning, ideally as a CPA, EA, or JD with significant tax experience.</li><li>Deep expertise in areas such as income tax optimization, entity planning, charitable strategies, wealth transfer techniques, or business owner tax planning.</li><li>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.</li><li>Passion for simplifying complex concepts into user-friendly tools.</li><li>Excellent communication skills — you can explain advanced tax strategies to engineers, designers, and non-experts alike.</li><li>A collaborative mindset with excitement about building something new.</li></ul><h3>Why Youll Love Working for wealth.com</h3><ul><li>Competitive Salary.</li><li>Fully remote, flexible work environment. We do however meet together in person several times a year.</li><li>Full medical and dental benefits. </li><li>Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.</li><li>Paid Parental Leave.</li><li>Company equity managed through Carta.</li><li>401k with Match and 100% vesting upon hire.</li><li>Free estate planning!</li></ul><div>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.</div>