Tax Director, Income Tax

Marcus & Associates Executive Recruiters; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Marcus & Associates Executive Recruiters is assisting an early-stage AI financial software company in hiring an Income Tax SME to lead tax logic in an AI-powered Tax Reporting module. The role centers on owning tax accuracy, validating outputs with real transaction data, and guiding onboarding and implementation for enterprise clients.

The ideal candidate has 10+ years in tax reporting or tax consulting for global public companies, excels in client interactions, and can translate complex tax

Qualifications

• 10+ years of relevant experience in tax reporting, tax provision or tax consulting for global public companies.
• Proven ability to apply tax expertise, analytical thinking, and sound judgment to solve complex business challenges.
• Experience evaluating, testing, or improving systems, processes, or technology used to support tax operations.

Responsibilities

• Own the tax accuracy, quality, and performance of AI-powered Income Tax and Tax Reporting products.
• Translate complex tax requirements into clear specifications for product behavior and edge cases.
• Partner with Product, Engineering, and QA teams to design, build, test, and launch capabilities.
• Research and interpret complex tax issues for large global clients.
• Define testing strategies, evaluation frameworks, and quality standards for product outcomes.
• Analyze product outputs, identify root causes of failures, and prioritize improvements based on impact.
• Lead cross-functional initiatives and help shape the tax product roadmap.
• Collaborate with customer-facing teams to convert field feedback into scalable enhancements.
• Communicate priorities, requirements, risks, and outcomes across teams.

Skills

Tax expertise

Analytical thinking

Stakeholder management

Cross-functional collaboration

Customer-facing

Tools

Tax technology

Job description

Our client is an early-stage AI financial software company run by senior executives from the Big 4, Google, AMD, SAP, Meta and Microsoft. World class C-Suite, unrivaled funding and growing very quickly (both revenue and people). They are currently building a next-generation AI-first ERP-like system to revolutionize the way enterprise level clients manage accounting, finance, tax, risk, controls, and procurement.

This 2-year-old company is now hiring an Income Tax SME to kick off development of a Tax Reporting module to own how our tax AI products land with customers and partners. This person will bring strong income tax judgment and apply it in live customer environments, including scoping engagements, leading onboarding and implementation, validating the product against the customer's real transaction data, and standing behind the results. You will not be working on Tax Compliance/Reporting. You will be helping to build out the next gen AI software for Tax and partnering with clients (current and potential).

The ideal candidate has a deep understanding of how STAT to Tax Reporting works across multiple states and transaction types, is comfortable in front of customers and partners, and is energized by being the tax expert in the room during an implementation. This role is centered on building to start: working with product and engineering to build the software. Phase two would be collaborating with customers, getting them to trust the output, and turning what we learn in the field into structured feedback that makes the product better. This is a job for a tax expert who wants to do something different.

Responsibilities

• Own the tax accuracy, quality, and performance of AI-powered Income Tax and Tax Reporting products.
• Translate complex tax requirements into clear specifications for how the product should behave, including what a correct output looks like, where the edge cases are, and how success is measured.
• Partner with Product, Engineering, and QA teams to design, build, test, and launch new capabilities.
• Research and interpret complex tax issues for large global clients.
• Define testing strategies, evaluation frameworks, and quality standards to ensure accurate and consistent product outcomes.
• Analyze product outputs, identify root causes of failures, and prioritize improvements based on customer impact, tax risk, and business value.
• Lead cross-functional initiatives and help shape the tax product roadmap.
• Collaborate with customer-facing teams to convert field feedback and customer issues into scalable product enhancements.
• Communicate priorities, requirements, risks, and outcomes effectively across tax, product, engineering, and leadership teams.

Requirements:

• 10+ years of relevant experience in tax reporting, tax provision or tax consulting for global public companies
• Proven ability to apply tax expertise, analytical thinking, and sound judgment to solve complex business, operational, and technology challenges.
• Experience evaluating, testing, or improving systems, processes, or technology used to support tax determination, compliance, or tax operations.
• Ability to balance customer needs, tax accuracy, business objectives, and technical constraints when making decisions.
• Strong communication, collaboration, and stakeholder management skills, with the ability to influence both technical and non-technical audiences.
• Comfortable working in a fast-paced, cross-functional product environment.
• Willingness to travel occasionally for team meetings, customer engagements, and industry events.
• Experience defining business requirements, evaluating tradeoffs, and prioritizing solutions in partnership with cross-functional teams.
• Experience working closely with product, engineering, data, analytics, or technology teams to deliver solutions.
• Experience with tax technology, SaaS products, AI-enabled solutions, or large-scale tax automation initiatives.