Associate, Tax Solutions (US)

Blue J • Anywhere in the United States ,

11d • $120,000 - $140,000 • Remote

About The Position

Blue J is seeking a U.S. federal tax lawyer or accountant to join its product team and help develop its generative AI tax research software. The Associate, Tax Solutions will apply tax expertise to designing and building structured AI workflows, implementing them with customers, shaping product improvements, and researching U.S. federal tax law. The role is suited to someone from tax practice who is interested in using technology to make tax law more transparent and accessible. Professional AI experience is not required.

This is a remote-first role open to candidates legally eligible to work in the United States. The employee may travel to Blue J’s Toronto office quarterly for in-person collaboration, and may also travel to conferences as needed. New team members attend three days of onboarding; Blue J arranges and covers travel and accommodation for those outside the local commuting area.

Blue J is a high-growth B2B SaaS company headquartered in Toronto, serving tax professionals across North America and the UK. The role offers a base salary of $120,000–$140,000 USD per year, stock options, and benefits. The position is Level 3 in Blue J’s career framework.

Requirements

• A JD, LL.M. in Taxation, or CPA designation.
• Experience in U.S. federal income tax; the posting lists 3–5 years in the qualifications and 4–6 years in the opportunity description.
• Strong knowledge of U.S. federal taxation and an area of expertise within federal tax.
• Clear, confident communication with partners, practitioners, and engineers.
• Ability to structure ambiguous problems and manage several customer projects at once.
• Understanding of how accounting firms operate, including staffing, client delivery, and demonstrating value.
• High standards, with an ability to ship, learn, and improve.
• Comfort with AI tools and curiosity about how they work and where they fall short.

Nice To Haves

• Big 4 or accounting firm experience, ideally across more than one service line.
• Exposure to innovation, technology rollout, or process improvement in a tax practice.
• Experience in a technology role such as legal or tax technology, product or solutions, or a firm innovation or digital team involving building, configuring, or rolling out software.

Responsibilities

• Translate real tax engagements—including provision support, compliance reviews, research memos, and entity classification—into structured AI workflows.
• Write and refine workflow instructions to produce accurate, well-sourced, consistent output.
• Test workflows against real fact patterns, identify failures, and improve them.
• Evaluate AI-generated tax analysis for accuracy, source currency, and practitioner reliability.
• Work with accounting firm and corporate tax teams to understand current processes and identify where workflows fit.
• Build and configure customer workflows and guide teams through implementation.
• Help customers assess workflow output against their review standards and adjust workflows as their needs change.
• Partner with Customer Success as the workflow expert on customer accounts.
• Represent tax professionals within Blue J by translating customer feedback into clear, prioritized product input.
• Collaborate with product, engineering, and data science to improve research quality and workflow features.
• Document best practices and create reusable playbooks and workflow templates.
• Research and summarize primary and secondary U.S. federal tax sources accurately and efficiently.
• Adapt to new areas of tax law as customer needs change.

Benefits

• Competitive base salary.
• Stock options.
• Benefits designed to support the employee and their family.
• Remote-first flexibility with occasional travel to the Toronto office and conferences as needed.
• Blue J-arranged and covered travel and accommodation for the three-day onboarding for new team members outside the local commuting area.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed