Senior tax Specialist

What roles and responsibilities will be performed by the selected candidate

The Tax Product Specialist is responsible for ensuring regulatory accuracy, compliance, and tax correctness across

the entire product lifecycle, serving as the final authority on tax interpretation and product behavior. This role

requires deep tax expertise to translate complex tax laws into scalable, testable, and production-ready product

functionality, with full ownership from interpretation through requirements, validation, and release. The individual

authors detailed functional requirements and acceptance criteria that are clearly traceable to regulations, and

works closely with Engineering and QA to ensure accurate implementation within tax engines and system

platforms. They actively validate tax calculations, edge cases, and overall regulatory alignment, while also owning

production escalations, defect triage, and compliance risk management. Additionally, the role ensures that tax

flows remain intuitive without compromising accuracy, and approves all user-facing help content, diagnostics, and

assisted responses for tax correctness. With high accountability for regulatory risk, this position is responsible for

key tax decisions, requirements quality, and final release sign-offs.

What will you be doing -

On a day-to-day basis, the candidate will be interpreting tax regulations and translating them into clear, actionable

product requirements and acceptance criteria, ensuring everything is aligned with compliance standards. They will

collaborate closely with Engineering and QA teams to clarify requirements, review implementations, and validate

tax calculations, including edge cases and complex scenarios. A significant part of their day will involve reviewing

system behavior within tax engines and platforms to ensure outputs match regulatory expectations. They will also

participate in defect triage, investigate tax-related issues, and drive resolutions for any discrepancies found in

production. In parallel, they will review and approve user-facing content such as help text and diagnostics for tax

accuracy, while continuously ensuring that product flows remain intuitive without compromising compliance.

Additionally, they will engage in ongoing discussions with cross-functional teams, provide guidance on tax

decisions, and contribute to release readiness by validating and signing off on tax-related changes.

Experience Required – 6-7 yrs of US tax experience, specifically in Form 1040 federal and states.

What is the expectation from the candidate's current role/profile The candidate should have good knowledge of US Individual taxation, Form 1040, and should have knowledge of compliance-driven product areas. They should be someone currently working as a lead QA or Tax SME. Additionally, they should demonstrate a strong understanding of SDLC and system behavior.