Founding Private Client Tax Analyst HNWI

Catalyst Labs; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A dynamic tax technology firm is seeking a Founding Tax Analyst to develop tax intelligence models for high-net-worth individuals. This role involves synthesizing complex tax information, collaborating with engineers, and applying AI techniques to enhance tax optimization strategies. Candidates should have 4–8 years of relevant experience and an understanding of tax laws and structures. The position is based in Manchester, offering a minimum base salary of 200k and equity options.

Benefits

Full relocation support

1% equity options

Qualifications

• 4–8 years of experience in tax preparation or advisory for HNWI clients.
• Ability to translate tax law into executable models and frameworks.
• Experience with AI or prompt engineering for tax optimization.

Responsibilities

• Write tax calculation logic for simulation stacks.
• Analyze tax forms to identify optimization opportunities.
• Collaborate with engineers on digitizing tax rules.
• Provide subject matter expertise on tax laws.
• Implement legally compliant and optimized strategies.

Skills

Tax preparation/advisory experience

Understanding of AMT and equity compensation

Synthesis of complex tax documents

Advising high-net-worth individuals

Education

CPA or tax attorney (LL.M.)

Accounting or legal background

Job description

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.

About Us

Catalyst Labs is a leading talent agency specializing in 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 Heads 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

• 4–8 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 frameworks that LLMs can follow.
• Proven experience advising high‑net‑worth individuals, founders, and high‑income employees and executives on tax strategies.

Preferred / Bonus

• CPA, tax attorney (LL.M. or master’s in tax), or accounting or legal background.
• 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.

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.