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About the Role
Norm is building AI-native professional services firms and the technology that powers them. This role supports a 360-degree funds tax practice, advising on entity structuring, fund formation, manager advisory, and portfolio transactions, with AI agents assisting in efficiency and document review.
Responsibilities
- Leverage AI agents for initial review of fund formation documents (LPAs, subscription agreements, side letters).
- Use AI tools for rapid document reviews and identification of key terms and tax provisions.
- Integrate AI agents into workflow management across the full fund lifecycle.
- Collaborate with technology teams to enhance AI-driven efficiency in fund tax practice.
- Perform traditional tax structuring, research, and advisory with technical accuracy.
- Support a 360-degree funds tax practice representing marquee managers.
- Assist in maintaining tax intake risk management for the firm.
- Independently manage discrete components of live matters.
- Take the lead in interfacing with tech teams to improve AI-augmented workstreams.
Requirements
- Juris Doctor (JD) degree.
- Active bar admission in New York.
- 3–6 years of tax experience at a top law firm.
- Meaningful exposure to private investment funds (private equity, venture, credit, and/or hedge).
- Strong technical foundation in Subchapters K and C.
- Familiarity with UBTI, ECI, and fund structuring for diverse investor bases.
- Knowledge of Subchapter S and real estate tax planning is a plus.
- High interest in building AI-assisted workflows.
- High interest in building a new law firm model.
- A great “roll-up the sleeves” attitude.
- Agility in performing simple tasks to doing hard-core research on tough tax issues.
- Not expecting AI to replace a lawyer’s judgment.
- High comfort with ambiguity.
Skills
- AI Fluency
- AI usage in day-to-day work
- AI for thinking, creation, and problem-solving
- AI for improving quality and speed of work
- AI for refining work processes
- Practical, hands-on AI experience
- Document Drafting & Review using AI
- Due Diligence using AI
- Fund Structuring & Execution using AI
- Technical tax accuracy
- Tax research
- Tax structuring
- Tax advisory
Location
- New York City
Work Type
- Hybrid
- In-office expectation: 4-5 days per week
Experience Level
- 3-6 years of tax experience
Education Level
- Juris Doctor (JD)
Salary/Compensations
- $270,000 to $385,000 per year
Benefits
- 401(k) with employer match
- Health coverage
- Dental coverage
- Vision coverage
- Unlimited paid time off
- Free lunch in office daily
- Employee referral bonus program
About the Company
- Norm builds AI-native professional services firms and the technology that powers them.
- Our mission is to help expert professionals deliver better work at greater scale.
- Developing the technology and the firms together lets us rethink how work gets done, how teams operate and what clients can expect.
- Professional judgment and experience guide what we build, while advances in the technology expand what our firms can deliver.
- Our shared agentic platform connects that progress across teams and services.
- Founded in 2023, Norm brings together experts across engineering, research, product, design and professional practice.
- Our legal and compliance platform serves institutions representing more than $35 trillion in combined assets under management.
- Norm also powers Norm Law, LLP, an affiliated AI-native law firm whose attorneys advise leading institutions on complex corporate matters.