Founding Private Client Tax Analyst HNWI

Our Client

Is a startup based in downtown San Francisco building the next gen tax forecasting engine for high-net-worth individuals , designed to give users visibility into their tax obligations, simulate outcomes, and identify strategies to minimize their effective tax rate.

They are a growing team, combining deep tax knowledge with engineering rigor, applying modern AI to a domain that has historically resisted automation. This is an opportunity to shape the foundation of a product that will redefine how complex tax planning is done. You will be at the forefront of disrupting the traditional private tax advisory model.

About Us

Catalyst Labs is a leading talent agency specializing in Tax, Tax Technology and Transfer Pricing. We stand out as an agency that is deeply embedded in our clients recruitment operations. We work directly with hiring managers such as Partners and Directors of Big 4/ Big 6 and Big 20, in-house Tax leaders such as CFOs and Head of Tax and startup founders in the Tax Tech ecosystem , who understand the value of strategic tax leadership, and we take pride in facilitating conversations that are aligned with your expertise and long-term goals.

Location : Downtown, San Francisco, CA Full time, On-site

General Responsibilities

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 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 / directional frameworks that LLMs (large language models) can follow.

• Proven experience advising high-net-worth individuals, founders and high income employees and executives on tax strategies.

Not required - Preferred / Bonus to have:

• 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

• This is foundational work , the decisions you make and the frameworks you build will directly impact the accuracy and effectiveness of the platform .

• You will be working at the intersection of deep tax expertise, cutting-edge AI, and software engineering , helping HNWI clients navigate scenarios that were previously only manageable with a team of advisors.

• You will be the founding member of the Tax technical Team

• This is not a peripheral role , it is central to the product, the company, and the vision.

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.