About the Role
Shape Marble's AI-powered tax preparation platform by ensuring its intelligence aligns with the needs of tax professionals. Leverage deep tax expertise to influence product reasoning, research, and advice, bringing real-world firm experience directly into the product. This role is at the intersection of tax expertise, product thinking, and AI quality, working closely with Product and Engineering to define and build a trusted platform for critical work.
Responsibilities
- Partner closely with Product Managers to understand practitioner workflows, pain points, and decision-making processes.
- Translate practitioner needs and frustrations into clear product requirements and priorities.
- Ensure Marble's product reflects how tax professionals reason, research, and advise.
- Work hand-in-hand with Engineers to improve response quality, accuracy, and tax reasoning.
- Review AI outputs for technical correctness, nuance, and practitioner usability.
- Design and maintain evaluation frameworks to test tax accuracy, completeness, and reliability.
- Define standards that ensure practitioners can trust Marble for critical, high-stakes work.
- Identify gaps, edge cases, and risk areas in tax intelligence and help close them.
- Monitor and analyze new tax law, regulations, guidance, and court cases.
- Write clear, in-depth analyses and practical guidance for practitioners.
- Ensure this analysis is integrated directly into Marble's product experience.
- Leverage hands-on experience with multiple tax compliance and workflow tools to influence better system design.
- Help Marble rethink how firms operate, reducing friction, increasing confidence, and improving efficiency.
- Influence long-term product and intelligence strategy from a tax perspective.
Requirements
- Credentialed tax professional: CPA, Tax Attorney (JD/LLM), or Enrolled Agent.
- 5+ years of experience in public accounting, law, or complex tax advisory roles.
- Deep technical knowledge in one or more areas: individual, business, partnership, SALT, international, or procedural tax.
- Hands-on experience using multiple tax compliance and/or research platforms (e.g., ProSystem fx, UltraTax, Lacerte, Drake, CCH Axcess, GoSystem, etc.).
- Strong, well-formed opinions on how tax software and firm workflows can be improved.
- Able to explain complex tax concepts clearly and precisely.
- Comfortable giving direct feedback and collaborating across disciplines.
- Motivated by impact and scale rather than billable hours.
- Experience writing technical tax content or internal firm guidance (Bonus).
- Exposure to tax research platforms or tax technology tools (Bonus).
- Interest in AI, data, or knowledge systems — no engineering background required (Bonus).
- Curious about technology and excited by the idea of shaping AI-powered tools (Bonus).
Skills
- Tax expertise
- Product thinking
- AI quality assurance
- Tax compliance
- Tax research
- Technical writing
- Collaboration
- Feedback delivery
- Problem-solving
Experience Level
- 5+ years of experience
Education Level
- CPA
- Tax Attorney (JD/LLM)
- Enrolled Agent
Benefits
- Highly competitive compensation
- Equity
- Benefits
About the Company
- Marble is building an AI-powered tax assistant and preparation platform that transforms how accounting firms and their clients handle taxes.
- We're targeting the pain points of mid-to-large size accounting firms with intelligent tools designed to streamline complex tax workflows.
- We're early stage, highly collaborative, and deeply focused on solving real, high-impact problems for our customers.
