AI-Powered State & Local Tax Research Lead

Socotra, Inc.; United States; Hybrid; USD 140,000 - 210,000; Full time

Job summary

Avalara is an AI-first company delivering cloud-based tax compliance at scale. We seek a Senior State and Local Income Tax Researcher to train AI agents on authoritative materials and to improve AI-driven tax content for thousands of customers. You’ll define quality standards, curate sources, and build reusable AI workflows that defend against complex tax scenarios.

The role is remote, reporting to the Sr. Director, Tax, with eligibility for annual bonuses and total rewards.

Qualifications

• Bachelor’s degree in Tax, Accounting, Finance, or Law.
• 5+ years in state and local income tax advisory, consulting, or statutory research.
• Ability to turn ambiguous tax authority into clear AI training content.
• Hands-on experience applying AI tools: prompts, validation frameworks, structured AI workflows.
• Preferred: JD, LL.M. in Taxation, or MS in Taxation.

Responsibilities

• Train and refine AI on authoritative state and local income tax materials to answer complex questions.
• Build and own a world-class state and local income tax research product for AI agents.
• Curate and structure authoritative source materials for AI reasoning.
• Develop reusable prompt libraries, validation frameworks, and quality-review standards.
• Establish measurable quality benchmarks and controls connecting AI answers to primary sources.
• Review AI outputs against primary sources for defensibility and compliance.
• Identify high-impact AI opportunities to improve research speed, scale, and quality.
• Share governance frameworks and structured research methods to raise AI fluency.
• Design workflows combining AI, automation, and existing systems to reduce manual research.

Skills

Tax research

AI tooling

Prompts design

Knowledge management

Legal analysis

Education

Bachelor’s degree in Tax

Advanced degree in Taxation (JD/LL.M./MS)

Tools

Knowledge management systems

JSON

XML

Legal research platforms

Job description

Avalara is an AI-first company delivering cloud-based tax compliance at scale. We seek a Senior State and Local Income Tax Researcher to train AI agents on authoritative materials and to improve AI-driven tax content for thousands of customers. You’ll define quality standards, curate sources, and build reusable AI workflows that defend against complex tax scenarios.

The role is remote, reporting to the Sr. Director, Tax, with eligibility for annual bonuses and total rewards.