Tax Planning Sales Engineer

Wealth.com • New York, NY

18d • Hybrid

About The Position

At Wealth.com, we are building the future of multi-generational wealth strategy. As a Senior Sales Engineer, you will be the technical architect of our Tax Planning suite. You will lead the charge in Technical Validation—proving to the world’s most sophisticated RIAs, Enterprises, and Trust Companies that our platform doesn't just calculate taxes, it compounds value through intelligent automation and strategic modeling.

Requirements

• 5+ years of experience in Sales Engineering, Solution Architecture, or advanced Tax Planning (CPA, EA, or JD/LLM strongly preferred).
• Tax Expertise: A solid background in tax planning for high-net-worth individuals
• Proven track record of leading technical validation in complex B2B or Fintech sales cycles.
• Exceptional Presentation Skills: Ability to take a raw, complex client scenario and transform it into a compelling, clear technical vision.
• Adaptability: Comfortable in a high-growth environment with the ability to self-manage and pivot based on evolving product capabilities and market needs.
• Communication: Exceptional ability to explain complex tax and legal concepts in a clear, persuasive manner to both technical teams and business executives.

Responsibilities

• Expert Demonstrations: Lead deep-dive technical demonstrations of the Wealth.com platform, specifically highlighting multi-state tax scenario modeling, Quick Actions for tax strategies, and side-by-side comparisons.
• Technical Discovery: Conduct discovery sessions with prospective RIA and enterprise clients to understand their current tax planning workflows and identify how our AI SaaS solution can replace fragmented tools.
• Strategic Modeling: Help advisors visualize complex outcomes, such as the impact of Qualified Small Business Stock (QSBS), Roth conversions, and multi-generational gifting on their clients' estates.
• Technical Diligence: Manage the technical aspects of RFP/RFI responses and assist with security questionnaires for large-scale enterprise deployments.
• Product Feedback: Act as a bridge between the market and our product team, translating advisor feedback into actionable requirements for the next generation of tax and estate features.

Benefits

• Competitive salary.
• Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
• Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
• 100% company-paid basic life insurance, short-term and long-term disability insurance.
• 100% paid parental leave upon eligibility.
• Company equity managed through Carta.
• 401k with match and 100% vesting upon hire.
• Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
• Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.

What This Job Offers

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