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About the Role

As a Tax Specialist – Subject Matter Expert, you will bridge the gap between deep tax expertise and AI product development. You will influence how the platform reasons, researches, and advises by translating real-world firm experience into product requirements, ensuring the AI meets the high-stakes needs of tax professionals.

Responsibilities

• Partner with Product Managers to understand practitioner workflows and decision-making processes
• Translate practitioner needs into clear product requirements and priorities
• Collaborate with Engineering to improve AI response quality, accuracy, and tax reasoning
• Review AI outputs for technical correctness, nuance, and usability
• Design and maintain evaluation frameworks to test tax accuracy and reliability
• Identify and mitigate gaps, edge cases, and risk areas in tax intelligence
• Monitor and analyze new tax laws, regulations, guidance, and court cases
• Write in-depth analyses and practical guidance for integration into the product
• Influence long-term product and intelligence strategy from a tax perspective

Requirements

• Credentialed tax professional (CPA, Tax Attorney with JD/LLM, or Enrolled Agent)
• 5+ years of experience in public accounting, law, or complex tax advisory roles
• Deep technical knowledge in areas such as individual, business, partnership, SALT, international, or procedural tax
• Hands-on experience with tax compliance and research platforms like ProSystem fx, UltraTax, Lacerte, Drake, CCH Axcess, or GoSystem
• Ability to explain complex tax concepts clearly and precisely
• Comfortable providing direct feedback and collaborating across disciplines

Skills

• Tax compliance and research
• Product requirements definition
• Technical tax writing
• AI evaluation and quality assurance
• Cross-functional collaboration
• Strategic product thinking

Experience Level

• 5+ years

Education Level

• CPA, JD/LLM, or Enrolled Agent

Benefits

• Highly competitive compensation
• Equity
• Comprehensive benefits

About the Company

• Marble is an early-stage company building an AI-powered tax assistant and preparation platform
• Focused on streamlining complex tax workflows for mid-to-large size accounting firms